Find wealth managers in Covington

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative financial planning solutions that allow you to live your passions. We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to

We provide customization and personalization, drawing on an immense range of services, products and outcomes. Once imagined, the specific blend is 100% created for you. A lifetime of work must never be left to chance. Preserving a legacy of everything that's important to you will bring confidence and contentment.