In the news

Legacy Wealth Management was named to the CNBC’s 2021 Top 100 Financial Advisors nationwide list for the third year in a row.  CNBC’s list celebrates firms like Legacy that are helping clients navigate through their financial lives.

Legacy Wealth Management is the only Memphis-based firm named to 2020 FT300, a ranking of the top 300 registered investment advisors (RIAs) in the U.S. by Financial Times.  This is the third time Legacy has been named to the FT300 list.

Legacy Wealth Management was named 2020-2021 for the fifth time in a row to AdvisoryHQ’s top Financial Advisors list in Tennessee.

Named Again in 2022 for the Fifth 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 25 best places to work in the country in the Small Employer category.

This is the seventh year in a row that Legacy Wealth Management has been nominated as one of the best places to work in Memphis.

May 2020 Article on the importance of PRSP Pension option Planning.