Legacy Advisor Group

Legacy Advisor Group Your Wealth, Your Legacy
Financial Planning, Strategic Guidance, Genuine Relationships What matters most to you? For some, the answer is family and friends.

For others, it’s a cause or a calling — a drive to make the world a better place. Spending time on these things requires commitment, energy and fuel — money that is working for you so that you can enjoy a life in keeping with your purpose. At the Legacy Advisor Group, our mission is to help our clients understand their purpose and position them financially to live it out. Check out the background

of this investment professional on FINRA’s BrokerCheck. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors,Inc., a Registered Investment Advisor. Cambridge and Legacy Advisor Group are not affiliated. This site has been published for residents of AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MO, MS, MT, NJ, NH, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy.

With concerns rising recently about market volatility, inflation and rising interest rates, we thought it would be a goo...
06/10/2022

With concerns rising recently about market volatility, inflation and rising interest rates, we thought it would be a good time to share some of our investment thoughts and look at 2022 in relation to markets we have seen before.

Click below to watch Mike, Ken, and Philip discuss the importance of being properly diversified between stocks, bonds, and alternatives.

https://youtu.be/1ne-C1fFUE4
Ken Jones Mike Mills Philip Beethoven-Wilson David B. Saunders

The importance of being properly diversified between stocks, bonds, and alternatives.

Address

3900 Westerre Parkway, Suite 103
Richmond, VA
23233

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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