Legacy Planning Partners

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228 W Gay St
West Chester, PA 19380
+1 (610) 719-8600
https://legacy-online.com

Legacy Planning Partners, based in West Chester, PA, offers a comprehensive suite of financial services including family office services, business owner advisory, employer retirement plan consulting, and financial planning. Their team of dedicated professionals is committed to collaborating with clients to achieve financial success while emphasizing personal relationships and outreach.

Recognized for excellence in wealth management, Legacy Planning Partners has earned accolades such as the 2025 Forbes Best-In-State Wealth Management Teams and the 2023-2024 Philadelphia Business Journal's Book of Lists for Money Managers. The firm is committed to creating a culture of benefits for all, ensuring that clients can focus on what matters most while navigating their financial journeys.

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