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Insights

Financial Growth Legacy Financial Advisors manages a revenue range of $50 million to $100 million, indicating a mid-sized firm with substantial investment activity that could benefit from tailored financial products and premium advisory services to optimize their portfolio strategies.

Active Investment Strategy The company's recent investments in well-known assets such as Target, Nokia, and Green Dot suggest an active investment approach, presenting opportunities to offer advanced asset management solutions, alternative investments, or advanced analytics tools to enhance their portfolio performance.

Technology Adoption Utilizing a diverse tech stack including Bootstrap, Adobe Fonts, and HTTP/3 signals a modern, digitally engaged organization receptive to innovative financial technology solutions, including client portals, mobile apps, or fintech integrations.

Market Positioning With a moderately sized employee base of 11 to 50 professionals, there is potential to support scale-up strategies by providing talent acquisition services, training programs, or tools that improve operational efficiency and client engagement.

Growth Potential Operating in the competitive financial services industry with similarities to larger firms like MassMutual and Charles Schwab indicates opportunities to develop niche marketing campaigns or specialized financial products to capture underserved segments and increase market share.

Legacy Financial Advisors Tech Stack

Legacy Financial Advisors uses 8 technology products and services including RSS, oEmbed, Shopify, and more. Explore Legacy Financial Advisors's tech stack below.

  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • imagesLoaded
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • ZURB Foundation
    UI Frameworks
  • HTTP/3
    Web & Portal Technology
  • Adobe Fonts
    Web Fonts

Media & News

Legacy Financial Advisors's Email Address Formats

Legacy Financial Advisors uses at least 1 format(s):
Legacy Financial Advisors Email FormatsExamplePercentage
Last@legacyfinancialadvisors.comDoe@legacyfinancialadvisors.com
58%
FLast@legacyfinancialadvisors.comJDoe@legacyfinancialadvisors.com
38%
First.Last@legacyfinancialadvisors.comJohn.Doe@legacyfinancialadvisors.com
3%
FiLast@legacyfinancialadvisors.comJoDoe@legacyfinancialadvisors.com
1%

Frequently Asked Questions

Where is Legacy Financial Advisors's headquarters located?

Minus sign iconPlus sign iconLegacy Financial Advisors's main headquarters is located at 117 East Fourth Street Covington, Kentucky 41011 United States. The company has employees across 1 continents, including North America.

What is Legacy Financial Advisors's phone number?

Minus sign iconPlus sign icon You can contact Legacy Financial Advisors's main corporate office by phone at
+1-859-261-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Financial Advisors's official website and social media links?

Minus sign iconPlus sign iconLegacy Financial Advisors's official website is legacyfinancialadvisors.com and has social profiles on LinkedIn.

How much revenue does Legacy Financial Advisors generate?

Minus sign iconPlus sign icon As of March 2026, Legacy Financial Advisors's annual revenue is estimated to be $451K.

What is Legacy Financial Advisors's SIC code NAICS code?

Minus sign iconPlus sign iconLegacy Financial Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Financial Advisors have currently?

Minus sign iconPlus sign iconAs of March 2026, Legacy Financial Advisors has approximately 42 employees across 1 continents, including North America. Key team members include Chief Executive Officer: M. W.Chief Executive Officer & Financial Advisor: T. N.Chief Operating Officer, Evp: L. B.. Explore Legacy Financial Advisors's employee directory with LeadIQ.

What industry does Legacy Financial Advisors belong to?

Minus sign iconPlus sign iconLegacy Financial Advisors operates in the Financial Services industry.

What technology does Legacy Financial Advisors use?

Minus sign iconPlus sign iconLegacy Financial Advisors's tech stack includes RSSoEmbedShopifyimagesLoadedBootstrapZURB FoundationHTTP/3Adobe Fonts.

What is Legacy Financial Advisors's email format?

Minus sign iconPlus sign iconLegacy Financial Advisors's email format typically follows the pattern of Last@legacyfinancialadvisors.com. Find more Legacy Financial Advisors email formats with LeadIQ.

When was Legacy Financial Advisors founded?

Minus sign iconPlus sign iconLegacy Financial Advisors was founded in 2005.

Legacy Financial Advisors

Financial ServicesKentucky, United States11-50 Employees

You’ve worked too hard to let money control you. 

All too often, we hear people say things like…

▸ Do I have enough?
▸ I don’t know where I stand financially.
▸ How can I make things more equal for my kids?
▸ I want to make sure I make the right choice.
▸ Money shouldn’t define my life.

At Legacy Financial Advisors, we’ve helped many people find a clear path forward.

▸ Go from uncertain to empowered.
▸ Gain confidence to make proactive decisions.
▸ Get the freedom to focus on what really matters.
▸ Build a life that aligns your treasure with your heart.

As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.

Trust your legacy to our team.

Section iconCompany Overview

Headquarters
117 East Fourth Street Covington, Kentucky 41011 United States
Phone number
+1-859-261-****
Website
legacyfinancialadvisors.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Legacy Financial Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Legacy Financial Advisors's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    M. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. N.
    Chief Executive Officer & Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Chief Operating Officer, Evp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    President And Principal
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    K. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W. J.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. H.
    Financial Advisor- Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Managing Partner
    Phone icon
    Mobile Phone

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