Our Values and Principles
Legacy Wealth Advisors, LLC serving Atlanta and Tucker, Georgia

Client Focus
  • The client is the reason why we exist and the driving force behind what we do.

  • We aim to be proactive in serving you, respond quickly to your requests, and communicate with you on the status of your financial affairs.

  • We strive to exemplify the highest standards of personal and professional ethics in all aspects of our business.

Respect for the Individual
  • We respect the dignity of each and every individual: clients, employees and members of the general public.

  • Our goal is to be good stewards of assets entrusted to us.

  • Internally, we communicate, collaborate, cooperate, and work with each other in order to provide the seamless integration of high quality client services.

  • We constantly increase our knowledge and competency, and only undertake those engagements that we feel competent to handle.

  • We consistently look to sharpen our judgment in wisely applying this knowledge to client situations.

  • We constantly strive to enlighten and educate our clients on financial matters through seminars, written material and discussions.

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Legacy Wealth Advisors, LLC

4317 Lavista Rd.
Tucker, GA 30084
Phone: 770-817-8988
Fax: 770-817-0784
Toll-Free: 866-463-4438