Press Releases
Legacy Wealth Management Named #1 in Memphis
Legacy Wealth Management was named the number one advisor in Memphis by Smart Asset in their August 2025 ranking. Smart Asset’s ranking is independent and is based on several factors such as the age of the firm, number of clients per advisor, and total assets under management. Legacy is pleased to be recognized for its […]
Financial Planning’s 2025 Best Places to Work
On December 11, 2025, Legacy was ranked #4 on the “2025 Best RIAs to Work For” list compiled by Financial Planning magazine and Best Companies Group. This nationwide awards program is designed to identify registered investment advisors, or RIAs, that provide positive workplace environments and offer excellent benefits, as rated by their employees.
Legacy Wealth Management Named to 2024 CNBC FA 100
Legacy Wealth Management was named to the CNBC’s 2024 Top 100 Financial Advisors nationwide list for the fifth year in a row. CNBC’s list celebrates firms like Legacy that are helping clients navigate through their financial lives.
InvestmentNews Best Places to Work 2024 for Financial Advisors
Named Again in 2024 for the Seventh Year in a Row, Legacy Wealth Management was named to InvestmentNews’ nationwide list of the best places to work for Financial Advisors. Legacy was once again recognized as one of the top 35 best places to work in the country in the 15-29 Employees category.
Memphis Business Journal: How FedEx Pilots came to represent 14% of Legacy Wealth Management’s clientele
May 2020 Article on the importance of PRSP Pension option Planning.