You want to live comfortably.
Our mission is to help you achieve that.

We help you plan for the future and the most important financial phases of your life.

Let's Get Started

Get started in 3 easy steps:

Step 1

Discover

Schedule a meeting to sit down with us and we’ll help you discover what your ideal retirement looks like.

Step 2

Big Picture Blueprint™

We’ll examine your current financial situation and determine your retirement needs using the Big Picture Blueprint™ Planning Process.

Step 3

Plan

You’ll receive a custom strategy designed to help you work toward your unique financial goals.

Let's Get Started

Services We Offer

Once we gain an understanding of your current financial situation, we’ll be able to help you decide which types of products and services best fit within your financial strategy.

Investment Management

Retirement Plans

Insurance

Financial Planning

Small Business Planning

Trust Financial Planning

Financial Planning QUIZ

By taking this short 5-minute quiz, you can plan the first steps to reach your financial goals!

Take the Quiz!

Looking for More? Attend a Live Event or Webinar

Upcoming Webinar Information Upcoming Seminar Information

By attending one of our informational live events of webinars, you’ll have the opportunity to learn more about wealth management, retirement income strategies, and more!

Michael Martin

FOUNDER

Meet Our Founder

At Legacy Financial Partners, it’s our responsibility to assess your current financial situation and only make recommendations that are in your best interest. We treat everyone with integrity and transparency. Read More...

AS FEATURED IN

See how we help

Think you’re ready to take the next step?

If you’d like to hear more information about any of our products or services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 561.467.4100

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a Registered Investment Adviser. . Insurance services offered through Legacy Advisors Inc.
Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

You want to live comfortably. Our mission is to help you achieve that.