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Legacy Advisory Partners Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Legacy Advisory Partners is a financial services firm based in Alpharetta, Georgia, focused on helping leadership teams and business owners retain key leaders, protect business value, and achieve financial independence. The firm uses a framework it labels the 3 Wins Framework, which centers on aligning shareholder goals, company needs, and key leaders’ personal financial objectives to foster collaboration and drive performance. Its services are geared toward enabling owners to reach financial and organizational goals while ensuring key employees can meet their own financial targets, thereby supporting overall business success. The company positions itself as Atlanta-based and emphasizes a collaborative approach to profits, aiming to translate organizational alignment into stronger leadership retention and value preservation.

Find Legacy Advisory Partners employees' phone numbers or email addresses

Legacy Advisory Partners Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Legacy Advisory Partners's Leadership

  • Stylized image of a person
    R. C.
    Ceo, Owner
    Phone icon
  • Stylized image of a person
    M. W.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    D. C.
    Director
    Phone icon
  • Stylized image of a person
    M. J.
    Certified Financial Planner
    Phone icon
  • Stylized image of a person
    K. D.
    Service Specialist
    Phone icon
  • Stylized image of a person
    A. G.
    Financial Advisor Operations Associate
    Phone icon

Legacy Advisory Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Legacy Advisory Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. W.
    Chief Investment Officer
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    R. C.
    Ceo, Owner
    Phone icon
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    D. C.
    Director
    Phone icon
    UNITED STATES
    May 01, 2024
  • Stylized image of a person
    M. J.
    Certified Financial Planner
    Phone icon
    United StatesGeorgia
    May 29, 2026
  • Stylized image of a person
    K. D.
    Service Specialist
    Phone icon
    United StatesGeorgia
    Jun 01, 2026
  • Stylized image of a person
    A. G.
    Financial Advisor Operations Associate
    Phone icon
    United StatesGeorgia
    Apr 14, 2026

Frequently Asked Questions

What is Legacy Advisory Partners known for?

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Legacy Advisory Partners was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Legacy Advisory Partners's company overview page for more information.

What is Legacy Advisory Partners's most common email format?

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Legacy Advisory Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisory Partners email formats with LeadIQ.

How many employees does Legacy Advisory Partners have currently?

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Legacy Advisory Partners has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Advisory Partners's key employees and leadership?

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As of July 2026, Legacy Advisory Partners's key employees include:

  • Ceo, Owner: R. C.
  • Chief Investment Officer: M. W.
  • Director: D. C.
  • Certified Financial Planner: M. J.
  • Service Specialist: K. D.

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