Our Firm

At Legacy Financial Partners, our number one objective is to help clients save, invest and manage their money as carefully as we would our own. We believe you will not find a team who cares more about you and your financial well-being than we do.

We do not have an “ideal client” at Legacy Financial Partners. We serve anyone who is willing to work with us toward a bright future. It doesn’t matter how old you are, how much money you’ve saved or what you do for a living. If you’re in need of financial guidance or education, we want to help.

Strong community ties form the backbone of Legacy Financial Partners. We are proud to partner with local organizations to serve our community.

 

 

Meet The Team

Remick Ham

remick@my-lfp.com

Owner and Wealth Manager

Michele Sachen

michele@my-lfp.com

Office Manager

Bill Wolfgram

bill@my-lfp.com

Operations Manager

Tamra Burling

tamra@my-lfp.com

Wealth Management Assistant

 

 

LPL Carolinas campus exterior

Our Broker-Dealer

Legacy Financial Partners is an independent financial services firm, which means we maintain our independence from Wall Street, big banks and insurance companies.  We are not pressured by corporate interests, but can instead focus on providing the products and services that are appropriate for our clients.  We work for our clients and no one else.

We have chosen to work with LPL Financial as our Broker-Dealer.  As the largest independent Broker-Dealer in the country, LPL offers industry-leading support and technology to advisors and clients.  With over $1 trillion of assets under management, over 20,000 financial professionals served and 800 financial institution partners, LPL is ranked as number 443 on the Fortune 500.

For more information about LPL Financial, visit: www.lpl.com