Legacy Practice Employee Directory
Business Consulting and ServicesIndiana, United States2-10 Employees
Legacy Practice is a boutique financial planning and wealth management firm serving busy professionals, the medical community, and affluent clients. Based in Plainfield, Indiana, the practice emphasizes flexible planning and draws on knowledge across traditional wealth-building strategies as well as non-traditional avenues such as real estate ownership and business ventures. It positions itself as a personal CFO, coordinating clients' finances and wealth management. The firm supports both traditional planning and non-traditional wealth-building avenues, including real estate, startups, and business transactions such as acquisitions and sales. Operating with a small team, it provides personalized service from Plainfield within the business consulting and services landscape.