Legacy Wealth Management Earns Prestigious Ranking in USA Today’s National List of Best Financial Advisory Firms
Legacy Wealth Management, a registered investment advisory (RIA) firm specializing in endowment model investing, has been recognized by USA Today and market research firm Statista as one of the Best Financial Advisory Firms of 2024. Ranked in this assessment as number 31 nationwide (out of 500 ranked), Legacy Wealth was also honored to be the highest ranked in their home state of Idaho. This national recognition was based on the growth of firms’ Assets Under Management (AUM) as well as the number of recommendations received from clients and peers.
As a firm, Legacy Wealth Management has seen positive growth over the last several years in AUM, number of clients served, and nationwide advisor and client reach. As a RIA, Legacy Wealth Management has a fiduciary duty to act in their clients’ best interests. As the USA Today notes, RIA’s are, “increasingly taking a holistic approach to their clients’ financial lives.” At Legacy Wealth Management, advisors pride themselves in looking at each client’s financial outlook and creating a personalized plan to help them reach their financial goals. This will often utilize tax-smart investing, alternative investments, and retirement planning principles that will help to create steady growth, even amidst stock market volatility. USA Today notes, “RIA’s can serve a vital purpose, particularly when the market and economy are volatile, as they are now, industry officials say.”
“As a firm we are honored to receive this recognition from USA Today and Statista. We work hard to listen to our clients and work for their short and long-term financial goals. It is our purpose as a company to help empower those we serve to live their legacy.”
Legacy Wealth Management has also distinguished themselves in their ability to bring alternative investments to their clients. Their rigorous due diligence process helps create opportunities for advisors and clients to access a variety of investing opportunities that have been carefully screened. As with all investing, there are risks involved, however, Legacy’s advisors work hard to try and help clients find the long-term steady growth that they are looking to achieve.