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Helping You Grow
Your Legacy

Legacy Partners - Financial Planners in Richmond Virginia

Your Future is Our Focus.

At Legacy Partners in Mechanicsville, Virginia, we understand that the financial planning process starts with an in-depth understanding of your long-term goals and objectives. From our experience, we have found that dreams and desires are so vastly unique, and how you choose to spend your time and money is a very personal decision. We take great care to offer proper guidance, patience, and long-term perspective as we collaborate with you to craft a financial plan or strategy to address your specific financial goals and objectives for your future.

Overall, we take great pride in helping you build your own legacy and reach your financial dreams.

We Help Our Clients In The Following Areas:

  • Create a vision for the ideal lifestyle you would like to live as you transition into financial independence.

  • Understanding the importance of asset allocation as a risk management strategy.

  • Ensuring that your financial plan or strategy is designed to address life events such as the passing of a loved one or becoming disabled.

  • Provide you with the comfort of knowing that you have a team of trusted professionals who are on the journey with you.

  • Working as a team with your other trusted advisors. CPA, attorney, and banker.

Whether Planning For Your Retirement Or Exploring Efficient Strategies To Pass Your Wealth To The Next Generation, We Deliver The Same High Level Of Attention And Care:

  • We listen to you so as to better understand your time horizon, goals, financial situation, and risk tolerance.

  • We then develop a long-term financial plan that fits your needs now and in the future.

  • We take the time to help you fully understand your plan and the value of a long-term investment perspective with a diversified asset mix spread among different asset classes, sectors, and countries

  • We build a portfolio for you, monitor it over time, analyze and then communicate potential changes based on your investment objectives.

  • We connect our clients with other trusted advisors in the estate planning field such as wills and trusts, through our many years of developing strategic relationships for our clients.

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