“Your Vision, Our Expertise: Your Peace of Mind” ®
Letter from the President:

Over the past 35 years we have built strong relationships with our clients. We have heard their stories, and have learned that their stories say a lot about what’s important to them.

We have been there to see their children grow up, go off to college, graduate and start families of their own. We have been there when a sudden change in health has brought life to a standstill. We have shared the agony and hardship of losing a loved one. We have been there each step of the way listening, learning, comforting and building lasting trust.

Along the way we have learned to help our clients through life’s many transitions, both joyous and difficult, without losing sight of the financial aspects of those transitions. Our focus is not driven by the numbers. Instead we focus on helping our clients carry out what is most important to them: fulfilling the life values that are interwoven with their financial lives.

If you want to experience more than just another place to invest, we welcome the opportunity to listen to your story, to hear what’s important to you, and to help you through your life transitions.


Thomas L. Menzel, CFP®

We are honored to help you achieve your wealth-management goals.

Tom Menzel, CFP®
Email: tmenzel@lfamn.comTom is a principal owner and President of Legacy Financial Advisors, and has been with the firm since its inception in 1996.

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