PA · Pennsburg

Fiduciary advisors in Pennsburg, PA

1 advisor with offices in Pennsburg. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Pennsburg

Legacy 360° Financial LLC & Legacy 360° Wealth Management LLC

Pennsburg, Pennsylvania

Legacy 360° Financial LLC, based in Pennsburg, Pennsylvania, offers investment management and retirement planning services led by President Ted Moyer and Vice President Ken Miley, both registered investment advisors and securities licensed professionals. The firm was founded in early 2017 and expanded to its current partnership structure in January 2018, serving clients throughout the region with a stated focus on understanding individual circumstances and aligning financial planning with personal values. The principals hold Series 6, 63, and 65 licenses, with additional insurance credentials, and emphasize a client-centered approach to retirement savings and investment needs.

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Financial advisors in Pennsburg, Pennsylvania

Advisors serving Pennsburg specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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