Skip to main content

 

 

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

 

 


THE EXCHANGE

RECENT NEWS

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

The Legacy Group 2025 Recap

In closing out 2025, we want to thank you for your trust and partnership. This past year has been full…

Read More »
The QC

By: Matthew Albritton

A 2025 Three-peat

The bull market that kicked off in late 2022 kept rolling through 2025, with the S&P 500 recording another impressive…

Read More »
MarketMissive

By: Keith Albritton


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.