Financial Planning For a Secure Future

We prioritize your financial planning needs today while working towards a secure future, applying sound investment strategies and ongoing guidance to help you reach your goals.

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Aligning Financial Decisions with Evolving Needs

Bringing Structure & Clarity to Your Financial Planning

At Legacy Wealth Management, we help you define and prioritize your goals, often uncovering areas you may not have considered. We help guide you toward realistic objectives, and document your plan in a formal financial strategy. With ongoing support, we provide timely reminders and check in before year-end to address any last-minute planning opportunities.
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Estate Planning & Charitable Giving

We can help you integrate estate planning and charitable giving into your overall financial strategy so your assets are protected, your legacy is preserved, and your philanthropic goals are fulfilled. We work to align your financial plan with the values and causes that matter most to you and your family.

  • Prepare an estate plan
  • Create or update wills and trusts
  • Explore tax-efficient giving strategies
  • Facilitate multi-generational transfer of assets
  • Provides guidance on the continuity of family financial plans

Risk Management & Insurance

We help you evaluate risk and insurance needs to protect what matters most. We identify gaps, assesses existing policies, and recommends solutions that align with your financial goals. Our proactive approach ensures you’re prepared for life’s uncertainties while preserving your long-term financial security.
  • Evaluate the need for long-term care coverage
  • Assess existing life and disability insurance policies
  • Calculate transferrable risks and their impact on your portfolio
  • Identify gaps in coverage and suggest solutions
  • Explore ways to fund health care in retirement

Budgeting & Cash Flow

We support your financial foundation by helping you understand and manage your cash flow and budgeting. Through detailed analysis of your income, expenses, and savings habits, we identify opportunities to improve efficiency, reduce debt, and align spending with your goals.
  • Identify and analyze income sources and expenses
  • Create and update a realistic budgeting system
  • Develop debt management strategies
  • Plan for one-time and large expenses
  • Build an emergency expense fund

Providing Assistance to Loved Ones

We can help you thoughtfully provide financial support to loved ones as part of your overall plan. Whether you’re helping fund a child’s education, supporting aging parents, or making strategic gifts, we work with you to structure these contributions in a way that aligns with your financial goals.
  • Create educational financial planning strategies
  • Contribute to 529 college savings plans
  • Explore gifting strategies such as UGMA/UTMA
  • Provide support for aging parents
  • Establish Roth IRAs for children

Estate Planning & Charitable Giving

We can help you integrate estate planning and charitable giving into your overall financial strategy, ensuring your assets are protected, your legacy is preserved, and your philanthropic goals are fulfilled. We work to align your financial plan with the values and causes that matter most to you and your family.

  • Prepare an estate plan
  • Create or update wills and trusts
  • Explore tax-efficient giving strategies
  • Facilitate multi-generational transfer of assets
  • Provides guidance on the continuity of family financial plans

Risk Management & Insurance

We help you evaluate risk and insurance needs to protect what matters most. We identify gaps, assesses existing policies, and recommends solutions that align with your financial goals. Our proactive approach ensures you’re prepared for life’s uncertainties while preserving your long-term financial security.
  • Evaluate the need for long-term care coverage
  • Assess existing life and disability insurance policies
  • Calculate transferrable risks and their impact on your portfolio
  • Identify gaps in coverage and suggest solutions
  • Explore ways to fund health care in retirement

Budgeting & Cash Flow

We support your financial foundation by helping you understand and manage your cash flow and budgeting. Through detailed analysis of your income, expenses, and savings habits, we identify opportunities to improve efficiency, reduce debt, and align spending with your goals.

  • Identify and analyze income sources and expenses
  • Create and update a realistic budgeting system
  • Develop debt management strategies
  • Plan for one-time and large expenses
  • Build an emergency expense fund

Providing Assistance to Loved Ones

We can help you thoughtfully provide financial support to loved ones as part of your overall plan. Whether you’re helping fund a child’s education, supporting aging parents, or making strategic gifts, we work with you to structure these contributions in a way that aligns with your financial goals.

  • Create educational financial planning strategies
  • Contribute to 529 college savings plans
  • Explore gifting strategies such as UGMA/UTMA
  • Provide support for aging parents
  • Establish Roth IRAs for children
Reach Out Today
Supporting Every Stage of Your Life

The Benefits of Financial Planning With Legacy Wealth

At Legacy Wealth Management, our financial planning services go beyond investment advice—we take a holistic view of your financial life. Whether you’re managing daily expenses, preparing for life’s uncertainties, or supporting the people and causes that matter most, our advisors work closely with you to design a plan that reflects your values, protects your future, and helps you move forward with clarity and confidence.

01Protect Your Financial Future

We help you evaluate your insurance and risk management needs to safeguard what matters most. The right coverage—such as life, disability, or long-term care insurance—can help so that unexpected events don’t disrupt your financial stability.

We help you understand where your money is going and how to make the most of it. With better financial awareness, you can manage debt more effectively, prioritize savings, and make confident spending decisions that align with your long-term goals.

We help you structure financial support for loved ones in a way that fits within your overall plan. Thoughtful planning allows you to give generously while staying on track with your own financial priorities.

We guide you through estate planning and charitable giving strategies that protect your assets and honor your intentions. We help you create a lasting impact for the next generation and the causes you care most about.
Learn More About Our Process

Enjoy the Life
You've Built.

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Our Team

Providing Creative & Strategic Alternatives for Financial Planning

The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are a busy professional, planning for retirement, or creating an estate plan, we focus on your needs and financial goals through our personalized wealth management services.

John D. Davis, AAMS

Founder & CEO

Josh Dunn, CFP®

Wealth Advisor

Garrett L. Headley

Partner

Garrison Headley

Junior Partner

Stevie Hightman

Director of Business Management

Brianna Hines

Director of Operations
Learn More About Our Team
What We Do

Additional Wealth Management Services to Secure Your Retirement

Retirement
Planning

Retirement Planning

Our approach to planning for retirement is about more than saving — it’s about creating a strategy for lasting income, financial security, and protecting your legacy.

Investment
Planning

Investment Planning

Our investment planning services begin with understanding your unique goals, time horizons, and risk tolerance. The goal: creating a financially secure retirement.

Tax Planning & Strategies

We provide strategic tax planning before, during and after retirement, helping you make smart decisions, optimize returns, and invest more efficiently based on your personal situation.

Guidance for Your Journey

Financial Planning Insights

Legacy Wealth - Scattered Assets - The Cost of Disorganized Retirement Savings
  • Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings

As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Read More
Financial Literacy
  • Estate Planning

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Read More
Estate Planning
  • Estate Planning

Why making an estate strategy can be an act of love for your family

Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing for the expected—what will happen when you pass—but it’s also about the unexpected.
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Legacy Wealth - Scattered Assets - The Cost of Disorganized Retirement Savings
  • Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings

As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Read More
Financial Literacy
  • Estate Planning

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Read More
Contact Us

Start Your Legacy Journey Today

Start Your Legacy Journey Today