Legacy Planning

About Legacy Planning

<p>Built around employer retirement plan consulting and business owner planning, Legacy Planning is an SEC-registered investment advisor in eastern Pennsylvania. Founded in 1999, the firm is part of HUB International and operates under the umbrella of Global Retirement Partners, LLC (GRP).</p> <p>Legacy Planning has 31 employees and offices in Allentown (headquarters), Blue Bell, and West Chester, serving the Lehigh Valley and the Philadelphia metro area. As of 2026, the firm reports $1.9B in assets under management.</p> <p>For retirement plan sponsors, Legacy Planning handles plan design, participant advice, fiduciary reviews, compliance support, and recordkeeping coordination as a <a href="/plan-advisors">plan advisor</a> working with <a href="/retirement-plans">retirement plan providers</a>. The firm also works with high-net-worth individuals, multi-generational families, and business owners on financial planning, family office needs, and business exit planning.</p> <p>One differentiator is the firm’s ability to coordinate advice with affiliated resources, including LPL Financial for securities and HUB International for insurance services.</p> <ul> <li>Employer retirement plan consulting: plan design, compliance, and fiduciary audit support</li> <li>Participant-level investment and retirement guidance</li> <li>Recordkeeping coordination and ongoing plan service</li> <li>Business owner planning, including exit planning</li> <li>Family office-style services for complex households</li> </ul>

Website: https://www.legacy-online.com/

Founded: 1999

Employees: 31