Core Values

Our Mission: To apply our talent and resources to ethically and innovatively deliver consistent quality service to our clients.
To demonstrate our ongoing commitment to our employees, our clients, and the community.

Legacy’s Core Values

Loyal

We are a caring, close-knit team that provides each other with steadfast support. Our client relationships are based on trust, understanding their challenges, and providing them with dependable professional services.

Ethical

You can count on us to do the right thing. We mean what we say and will stand behind our word. Our clients are advised to do the same.

Growth

Legacy is focused on growth for our people, our Firm, and our clients.

Accountable

Clients count on us and we count on each other to meet deadlines, answer questions, and provide deliverables as promised. We follow through in a timely manner.

Committed

We are committed to the success of our clients by providing innovative solutions to their business challenges. We are committed to the success of our people through lifelong learning, laughing, listening, and communicating.

Your Firm

The Firm is made up of individuals, who together, make Legacy the firm it is today. We faithfully serve our employees, our clients, and the community with integrity, honesty, and objectivity.

I get personal service from Legacy.

They are hardworking people who do a great job for us. They are good people. They are always just a phone call away.”

- Benefit Plan Trustee

Let Us Help You

If you would like more information about our Firm or would like to find out how we can work with your organization.

Contact Us