10/07/2026
The partnership unites two planning-led firms with a shared focus on values-based advice, building on Legacy Consulting Group’s nearly three decades of guiding clients through major financial and life transitions.
“We’re excited to partner with Legacy Consulting Group and bring together two firms that share an aligned approach to helping clients make thoughtful, values-based financial decisions."
-Jennifer des Groseilliers, Chief Executive Officer
Read the full press release: Here
.png){kind=small}
