Skip to main content

 

 

Professional Investment Management, Personalized Financial Planning, World-Class Client Service.

 

 


THE EXCHANGE

RECENT NEWS

Navigating the Uncertainty of Military Conflict

In the early hours of February 28, global markets were shaken by significant geopolitical developments, as the U.S. and Israel…

Read More »
MarketMissive

By: Keith Albritton

The Legacy Group Retreat – A Behind‑the‑Scenes Look

Twice a year, our team steps away from the office for a day to intentionally focus on how we run…

Read More »
The QC

By: Matthew Albritton

Atoms Matter Again

Over the past 25 years throughout the technology revolution that has seen Amazon take over retail, Social Media proliferate, and…

Read More »
Dividend Growth Portfolio

By: Chris Hammond


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.