Become an Advisor

Hear from our CEO, Justin Martin, about his journey to Legacy Wealth Management: “My focus and my goal is to make sure my money and my client’s money is staying truly diversified so we can see that consistent growth. I’m not here necessarily to shoot for the stars and I’m not here to gamble in the market. But, I want to see that growth happening year over year over year, markets up or markets down…That’s my goal and that’s my focus.”

Justin Martin

“When I got involved [in the financial industry] I was very deeply passionate to be able to not just make a difference for my family, but make a difference for other families…A lot of the solutions, strategies, the investments that are available at Legacy is something that really hits home for a lot of my clients.”

Edward Malekan

“I wanted to make sure that other people can get that kind of [financial] guidance. I wanted to stand up for people and make sure that they can make good decisions for themselves and their families…I fell in love with Legacy’s due diligence process…Once you learn what Legacy does and how they do it, you just can’t unlearn it.”

Miguel Delgado

Hear from some of our other advisors…

Legacy Wealth Management is ready to help you take the next step to secure your future in wealth management. We have the people, resources and ability to form a long lasting partnership!

Legacy Wealth Management is a registered investment advisory (RIA) firm specializing in endowment model investing.