Welcome, and thank you for your interest in our fee-only financial planning and wealth management firm.
The Legacy Group, Ltd. is an independent Registered Investment Advisory Firm head-quartered in Salem, Oregon serving clients throughout the Willamette Valley and Central Oregon. Our advisors are Certified Financial Planner™ professionals. Ray Sagner, CFP®, in practice since 1998, joined the firm in 2003 and is the current owner. Ron LeBlanc, CFP® and the firm’s founder has been in practice since 1982 and is currently serving as a consultant to the firm. We specialize in providing financial planning advice and wealth management tailored specifically for you. Our value is in helping you develop a financial map and to provide the support to guide you down the path of greatest good. We are here to help you through life’s pivotal moments, such as planning for college, divorce, retirement, job transition, and business succession. We will be there for you because these are not merely events in your life, but part of an ongoing process from which you can benefit, grow and thrive. Take a step towards greater financial contentment and contact us today.
Guiding wealth along the path of greatest good - we take our mission seriously. No matter the direction or amount of steps you and your family have ahead, we’re here to help you take the first step.
The Legacy Group, Ltd. is an investment advisor registered in the state of Oregon. We also serve clients in several states in which we are exempt from registration. We only transact business in states where we are either properly registered or exempted from registration. The Legacy Group, Ltd., will only provide individualized responses to persons that involve either the effecting of a transaction in securities, or the rendering of personalized investment advice for compensation, with registration or exemption.