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THE EXCHANGE

RECENT NEWS

Q4 2025: Why I Believe the Recent Stock Adjustments Don’t Change the Big Picture

As Publix stockholders, especially those who work for the company, it’s natural to pay close attention to every valuation update.…

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Quarterly Checkout

By: Troy Garcia

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…

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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…

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The QC

By: Matthew 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.