Advice and Help from Independent Certified Financial Planners    (CFP)

CFP®  CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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Legacy Wealth Advisors, Inc.

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Independent  Registered Investment Advisors

Dennis Holzwarth CPA, CFP®

Danny Frazell EA, CFP®

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"Dreams have no limits"

Client Services Affluent individuals often need sophisticated advice and strategic guidance to capitalize on opportunities to preserve, grow and transfer their wealth. In addition, a desire exists within affluent families to simplify the management of multigenerational needs and lessen the profound emotional impact of money on family members. Through the global resources of Legacy Wealth Advisors, Inc., your financial advisor can provide comprehensive, integrated Wealth Management strategies to address your  needs including: Comprehensive Financial Planning Portfolio Management Leaving a legacy Directing personal assets Optimizing philanthropic aspirations Family business succession Minimizing tax impact Tax-sensitive asset management Family Governance and Education "Money'tizing" concentrated company stock  positions Concierge services