Legacy Capital Advisors | About The Firm

About Us

Where Your Best Interests Always Comes First

Since 2013, Legacy Capital Advisors has been committed to building lasting relationships by listening closely, sharing in life’s milestones, and walking alongside clients through change. Our energy and acumen go into creative strategies specific to your life that help you enjoy today while shaping the legacy you’ll pass forward.

Align Every Branch Of Your Financial Tree

No more juggling between separate financial services firms. At Legacy Capital, your tax, accounting, and wealth needs are met by one coordinated team. Our integrated process cuts through complexity, saving time and helping you feel more organized and in control of your financial life.

Freedom To Focus On You

Independence gives us space to think beyond products and quotas. Our focus is on tailoring strategies to fit your situation by integrating taxes and wealth in ways that simplify complexity, reduce burdens, and give you more clarity in life’s financial decisions.

The Strength Of A Team Behind Every Decision

With Legacy Capital, you’re never relying on just one advisor. Our collaborative team brings diverse experience and fresh perspective. Always working together to solve challenges, uncover opportunities, and support your goals with the depth and consistency you deserve.

Meet The Team

When Is The Last Time You Looked At The Entire Picture?

Most people only see pieces—taxes here, investments there. Our integrated approach connects it all, revealing opportunities and simplifying decisions.

See It All Together

The Values That Drive Legacy Capital

The way we work is shaped by the principles that have guided us since the very beginning.

Integrated Tax & Wealth Strategies

We bring rare perspective and advanced strategies to the table for clients. Few advisors connect tax and wealth the way we do—revealing opportunities others miss and putting them to work for your future.

Independent & In Your Best Interest

As an independent firm, we’re free to make recommendations based only on what’s right for you. Our clients have clarity, flexibility, and confidence knowing their future isn’t shaped by quotas or product sales.

Offer Strength In Numbers

You don’t just get one advisor—you get the strength of our entire team. We collaborate, share knowledge, and show up together, so clients have a deep bench of experienced, capable support.

Relational & High Touch

Our clients often become friends. We know their story, celebrate milestones, and stand beside them through life’s changes. You’ll never feel like a number here because we value each individual person and relationship.

Take Me Out To The Ballgame

Every summer, we trade spreadsheets for stadium seats. The Ballgame brings clients, families, and our team together for Braves baseball, good food, and plenty of laughter outside the office.

Powered by Avantax’s Tax-Intelligent Edge

Through Avantax, we leverage advanced tax-focused tools, processes, and resources—so you gain precision, efficiency, and deeper planning than typical firms offer, all in service of your life today and goals for tomorrow.

Learn About Avantax

Our Clients

We serve individuals, families, and business owners with tax and wealth strategies that support lifestyle and legacy goals.

Explore Who We Serve

The Ring Formula

Proprietary formula integrates wealth, tax, income, and risk strategies to adapt financial plans through life’s milestones.

See How We Work

Contact Us

Reach our professionals across multiple offices for integrated financial planning, tax and accounting support.

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