Legacy Financial Associates

Legacy Financial Associates has helped families, small business owners, and high-net-worth individuals for more than a decade.

Financial Services

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Headquarters: Frederick, Maryland, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded: 2000Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 5 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Legacy Financial Associates do?

The firm describes its approach as personal. Its planning package is built around each client’s goals, time frame, and needs.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm helps families, small business owners, and high-net-worth individuals with investment, retirement, and estate planning needs.

What the business offers

Services & capabilities.

Financial planning

The firm’s package includes investing, insurance, retirement, college, and estate planning.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Snapshot: September 4, 2026

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Legacy Financial Associates

#6 Financial planning consultants

Snapshot: September 19, 2026

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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 19, 2026, September 26, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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