The team behind Legacy Financial Partners is made up of qualified financial professionals with a mission to help individuals and families achieve their ideal retirements. Retirement is the most important part of your financial life. We want you to be comfortable. We want you to have freedom and flexibility even when you’re not getting a paycheck from an employer.
What sets us apart from other financial professionals are the relationships that we build together. Family is at the root of what we do. We want to help you be able to leave a legacy for your children, which is how we arrived at our name – Legacy Financial Partners.
Founder, Partner, Director of Investments and Insurance
Michael advises corporations, business owners, high net worth individuals, and families. His focus is to help design a “complete” and tax-efficient financial plan, always intending to minimize the risk of loss — or, if possible, to eliminate it. He’s been honored to share this focus and its technical implementation with other financial advisors and firms across the nation.
Throughout his career in the financial services industry, Michael’s investment philosophy for his clients has always emphasized the importance of “making money and saving money — as safely as possible.” The primary objectives of his philosophy are risk mitigation and value-added growth.
After studying at West Virginia State University, Michael went directly into financial services. He passed the Series 7 and 66 securities exams and maintains life, health, and variable annuity insurance licenses in Florida, North Carolina, and Illinois
Michael has been featured in The Wall Street Journal, U.S. News & World Report, The Suit Magazine, and The Street, as well as on the local NBC news affiliate.
He is a Christian and considers his faith in everything he does. Raised in West Virginia with strong family values, Michael is a dedicated family man and is happily married to Katherine. The couple lives in Palm Beach Gardens, Florida with their three beautiful children – Michael, Kaitlyn, and Harrison. Along with being a huge movie buff, Michael also enjoys vacationing with his family and fine dining.