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Legacy Planning, a HUB International Company Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Legacy Planning is an independent, fee-based financial planning firm that provides objective financial guidance to individuals and businesses. Its offerings cover planning, investment management, risk management and protection, debt and cash flow planning, estate and tax planning, and retirement plan services. As part of HUB International, the firm coordinates with LPL Financial for securities, Global Retirement Partners for advisory services, and HUB International for insurance offerings. Based in Horsham, Pennsylvania, Legacy Planning serves individuals, families, and business clients seeking structured financial approaches that balance opportunities with risk. In January 2025, HUB International completed its acquisition of Legacy Planning Partners, integrating the firm into its broader financial services network.

Find Legacy Planning, a HUB International Company employees' phone numbers or email addresses

Legacy Planning, a HUB International Company Global Highlights

Location
Employees

North America
72

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  • United States Of America
    72

Legacy Planning, a HUB International Company's Leadership

  • Stylized image of a person
    M. G.
    Vp Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. P.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Vice President Finance & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Senior Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M. G.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone

Legacy Planning, a HUB International Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Accounting
  • Administrative
  • Other
  • Media & Communications

Contact profiles from Legacy Planning, a HUB International Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. W.
    Senior Partner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    J. H.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 13, 2026
  • Stylized image of a person
    K. D.
    Partner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jul 31, 2025
  • Stylized image of a person
    J. D.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 25, 2025
  • Stylized image of a person
    C. M. G.
    Senior Advisor, Associate Partner
    Phone icon
    Mobile Phone
    May 08, 2026
  • Stylized image of a person
    D. H.
    Partner
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. H.
    Partner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. D. D.
    Managing Partner
    Phone icon
    Mobile Phone
    Nov 28, 2025
  • Stylized image of a person
    R. W.
    Senior Partner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. P. S.
    Senior Vice President - Retirement Plans
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 16, 2026

Frequently Asked Questions

What is Legacy Planning, a HUB International Company known for?

Minus sign iconPlus sign iconLegacy Planning, a HUB International Company was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 110 Gibralter Drive Suite 227 Horsham, Pennsylvania United States; you can contact the main corporate office by phone at
+1-610-719-****
. Explore Legacy Planning, a HUB International Company's company overview page for more information.

What is Legacy Planning, a HUB International Company's most common email format?

Minus sign iconPlus sign iconLegacy Planning, a HUB International Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Planning, a HUB International Company email formats with LeadIQ.

How many employees does Legacy Planning, a HUB International Company have currently?

Minus sign iconPlus sign iconLegacy Planning, a HUB International Company has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Legacy Planning, a HUB International Company's key employees and leadership?

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As of June 2026, Legacy Planning, a HUB International Company's key employees include:

  • Vp Wealth Management: M. G.
  • Vice President Of Wealth Management: E. P.
  • Vice President Finance & Operations: A. B.
  • Senior Partner: R. W.
  • Senior Advisor, Associate Partner: J. H.

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