“Your Vision, Our Expertise: Your Peace of Mind” ®


Legacy Financial Advisors is a comprehensive wealth-management firm specializing in retirement, investment and estate planning, and navigating life transitions. With over 30 years of experience, owner Tom Menzel takes a personal approach to wealth management. We understand that each client is unique and we seek to develop individualized solutions to address specific goals and needs. We have knowledge of the full spectrum of available investment products and the expertise to address even the most complex financial situations. We pride ourselves on clear, open communication and friendly, reliable service, and on maintaining the highest levels of integrity in all aspects of our business. Above all, we seek to provide our clients with absolute financial clarity and a steadfast confidence in our dedication to their unique financial goals.