Legacy Planning Partners

Legacy Planning Partners provides financial services that assist individuals, families, and businesses in effectively managing wealth and strategizing for future financial needs. Legacy Planning Partners, founded in 1999 in Allentown, US, specializes in financial advisory and wealth management services. The company was established by professionals in the financial sector, focusing on delivering tailored solutions for clients. As of January 2025, Legacy Planning Partners became part of Hub International Limited, enhancing their service offerings.

The firm has successfully completed a total of 1 deal, with the most recent deal occurring on January 28, 2025. Legacy Planning specializes in a range of financial services designed to assist individuals, families, and businesses in managing their wealth and planning for the future. Their core offerings include Family Office Services, Business Owner Services, Employer Retirement Plan Consulting, and comprehensive Financial Planning. These services aim to address various financial challenges, such as optimizing asset management, enhancing retirement benefits for employees, and creating tailored financial strategies that align with clients' personal and business goals.

The firm serves a diverse clientele, including high-net-worth individuals, business owners, and corporate entities, primarily operating in markets across the United States, specifically in regions such as Pennsylvania and New Jersey. Through a collaborative approach, Legacy Planning ensures that its clients can focus on nurturing the personal relationships that matter most while effectively managing their global financial affairs. Legacy Planning generates revenue through a mix of advisory fees and consultancy services. The firm's transactional structure is primarily B2B, focusing on building long-term partnerships with clients who require ongoing financial management and strategic planning support.

Clients may engage the firm through retainer agreements for continuous advisory services or project-based fees for specific initiatives, such as retirement plan design or wealth management consulting. The revenue model emphasizes tailored solutions, where pricing is often reflective of the complexity and scope of services provided. As part of their financial consulting, Legacy Planning may offer specific flagship services designed to enhance financial outcomes for their clients, ensuring a value-driven approach in managing their clients' wealth and financial futures. The acquisition of Legacy Planning Partners by Hub International Limited in January 2025 will enable the firm to expand its financial services portfolio.

The firm plans to develop new products focused on enhanced financial planning tools to be launched in mid-2025. Furthermore, Legacy Planning aims to target expansion in new markets, particularly in the southeastern and western regions of the United States by late 2025, optimizing their growth strategy.