Welcome to Legacy Planning Group

Legacy Planning Group is a fee based, comprehensive Financial Planning Firm that provides asset management and investment planning services for individual, trust, corporate, and qualified pension accounts. In addition to investment planning, we also offer Estate Planning and investment-related seminars.

Our mission is to build and preserve wealth for our clients through long term, effective asset management.

We base our client relationships on trust, competent professional advice, communication, and prompt personal service. At Legacy Planning Group, we recognize that financial planning is a process, not a product. It involves discovering your goals and developing a plan to meet those goals. As your financial advisor, we will do everything in our power to keep you focused on where you want to go, and provide an extraordinary amount of personal service to help get you there.

For more information on our firm, we invite you to explore our website, sign-up for a seminar, or call us toll-free. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.


We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (801) 207-1400. We look forward to hearing from you.

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Becoming a client with us is as easy as it is rewarding. Click here to fill out our new account form and we will contact you shortly.