We offer a variety of specialized services designed to meet your specific goals and needs.
We hope to provide resources to help our clients achieve the financial fulfillment they desire.
Highly effective, experienced, educated and client-oriented, they are also leaders in their communities, highly ethical, with strong values and commitment.
Legacy Advisor Network is a wealth management firm located in Madison, Wisconsin, serving clients all over the country, with focused service in Southern Wisconsin and Northern Illinois. With assets under management nearing $500 Million, and over $2 Billion in asset transfer/protection vehicles. We are proud of our 100 -year history of serving individuals and families with honesty and integrity. Founded in 1913 in Madison, Legacy Advisor Network represents nearly 50 independent financial advisors, whose first priority is serving clients well. We utilize some of the most advanced technology solutions available, enabling our advisors to use real-time data to help our clients meet their objectives.
Built into our process is an assumption of the creation of long-term relationships with clients. These relationships are based on honesty and integrity. We proactively assist our clients in protecting and managing their irreplaceable capital and reducing their tax burden, allowing them to retire successfully, and work to optimize their life’s work to those they love. Because we are an independent firm, we are able to aggressively maintain our client-first commitment, without captivity to any single service-provider.
We invite you to dig deeper into the services we offer. Our platform is well suited for individuals, families, and business owners at every age and stage, and we look forward to working alongside you, in a consultative way, to work toward meeting your individualized goals and objectives.
Contact us today for a no-obligation assessment.
Legacy Advisor Network // Our Legacy is your Success