Legacy Financial Group
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We inspire and empower you
to create the life you want, on your terms.

515-255-3306


About Legacy Financial Group

Legacy Financial Group, LLC, is based in Des Moines, Iowa, and offers financial planning and investment advisory services to individuals.  
Our purpose is to inspire and empower you to live the life you want, on your terms.  We help you do that with comprehensive services and advice in the five areas of financial planning: investments, retirement, risk assessment, estate planning, and taxes.   
​
As fiduciaries, Legacy’s team provides CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Investment Fiduciary® and other experienced support staff ready to go above and beyond to help you on your path to  financial confidence.
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Why Legacy?

As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy.  Our integrative approach enables us to work with our clients and for our clients.
 
Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs.  We do not see them as words on a page, but descriptors of the way we conduct business and live our lives.
 
Trust:  Our clients and colleagues can simply count on the fact that we aim to do the right thing by them.  We seek to make choices that are in their best interests and earn this trust through demonstration.
 
Excellence:  We commit to our clients, and each other, to offer the very best we have to give and to continue to improve every day.
 
Service:  Stated very simply and clearly, human beings are built to give.  In serving other people, and each other, we find deep meaning and fulfillment.
 
Happiness:  We believe having a company that projects good feelings, positive energy and smiling faces is good business and helps us attract good things into the lives of our clients.
 
Balance:  We do not believe in separating our personal lives from the work we do.  This creates an environment that is relaxed, yet intensely focused on results at the same time.  We believe this kind of balance helps our clients pursue the life they want.
Spectrum Advisory Services Inc is a BBB Accredited Financial Service in Des Moines, IA
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Disclaimer | Privacy Policy | Disclosure
 Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.

Legacy Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact
​Legacy Financial Group at 515-255-3306.

Legacy Financial Group
6000 Grand Ave, Suite B
Des Moines Iowa 50312

​Phone: 515-255-3306
​Toll-free:
800-616-4392
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  • Home
  • About
    • Our Story
    • Our Approach
  • Our Team
    • Partners
    • Advisors
    • Operations Team
  • Wellness
    • Financial Wellness for Employees
    • Financial Wellness for Executives
  • Resources
  • Contact