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About Us

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About Us

Legacy Capital is a full-service financial advisory firm located in The Woodlands, Texas. Each financial advisor at our firm is a CERTIFIED FINANCIAL PLANNER ™. We work with individuals, multi-generation families, executives & business owners in helping them to achieve their financial goals. We begin each relationship by identifying and prioritizing goals and creating custom strategies. The mission of Legacy Capital is to help clients realize the full potential of their assets and achieve what matters most to them, leading their own legacy. We take the time to get to know you beyond your finances. We want to know your dreams and aspirations, your challenges, your plans, and your priorities. We strive to understand your goals so we can create a plan to help you achieve what is important to you.  We collaborate with you and your other professional advisors to create a customized plan that provides for you. As a trusted advocate, Legacy Capital welcomes our fiduciary duty to put your interests first and are committed to providing direction that will make a meaningful difference in your life. Our process is designed to help deliver a positive experience for investors, taking into consideration all of the pieces of their financial lives. We work closely with other trusted professionals to help clients pursue goals. Each advisor at Legacy Capital views ourselves as a financial resource helping clients lead a legacy in each financial phase of their life - accumulation, de-cumulation, and planning for the next generation. We have thoughtfully and effectively managed assets for our clients since 1994.

We place our clients at the center of everything we do. Legacy Capital was established with a vision of building deep and genuine client relationships, and a drive to deliver extraordinary service. We understand that your goals and objectives are unique, and we believe in helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity, and personalized investment management service with you. From our insistence on integrity to our culture of sharing, our values come through in everything we do for our clients. We are built for permanence and committed to excellence. We are a fiduciary to our clients and have a professional duty and responsibility to always act in your best interests, and to put your interests ahead of our own. At Legacy Capital, we welcome and embrace this higher standard of care to act in your best interest.

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