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"

Our  Approach Legacy's Private Client Services are offered specifically to individuals and organizations with sophisticated financial needs. From investment management to custom financial solutions and integrated Wealth Management strategies,  we  listen and respond to your unique needs. Our services are delivered to you through our team of professionals uniquely qualified to help you with solutions to your needs. Our Private Client Service brings you an exceptional level of financial expertise. Your advisor can draw on Legacy's resources and team members to tailor solutions that will enhance your financial position, simplify your life, and help you achieve your financial goals. You'll have direct access to our investment manager who will work with you to develop and execute an investment strategy that suits your needs and priorities. You can even enjoy the advantages of monitoring your accounts through a single, convenient online process. As a client, you will benefit from : Your advisor's careful consideration of your entire financial picture An array of Wealth Management services that in the past were available only to the super wealthy A personally tailored investment portfolio that is managed locally A convenient single point of contact, so you always know whom to call In short, we help you maximize your financial opportunities while providing the very best in personal service.