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Join Our Team

If you’re a financial advisor,
do you know what your legacy will be?

Are you a dedicated professional who wants to make a meaningful difference in the lives of sophisticated clients? Do you strive to help them achieve both their financial and personal goals? Are you seeking a collaborative, experienced team that provides the expertise and support you need to grow and succeed?

At Legacy Capital, we are a different type of firm. We create lasting value for our clients through deep relationships, fostered by a team culture that champions integrity, objectivity, innovation, and teamwork. It’s more than our mission – it’s who we are.

To help you deliver exceptional service and build your own legacy, we provide our advisors with a robust platform and resources designed to support your success. Here’s what you can expect when you join our team:

  • Extensive referral network of CPAs and attorneys
  • Proprietary model portfolios and strategies
  • Access to world-class alternative investments
  • In-house life insurance underwriting and advocacy
  • In-house estate planning and attorneys
  • Long track record of attracting and retaining sophisticated clients with complex needs
  • Team culture of putting clients’ interests first and  providing superior client service
  • On-site compliance officer
  • State-of-the-art, fully integrated reporting solution
  • Centrally located, elegant offices
  • Independent, privately owned SEC Registered
    Investment Advisor

If you’re looking for greater independence, more autonomy, and significant upside potential, all within a dedicated, collaborative team environment, we invite you to connect with us.

Contact Us