Brian Hood, Partner, Legacy Financial Group joined Julie Cooling, Founder & CEO, RIA Channel to discuss his firm’s goals-based approach to financial planning.
Legacy Financial Group is ranked #23 on RIA Channel’s 2020 Top 50 Emerging RIA List. The Iowa-based RIA centers its practice around goals-based financial planning and holistic wealth management services. Hood and his partners bring more than 30 years of experience to the table and aim to deliver a personalized experience for their clients. Taking time to build personal relationships and understanding each client’s unique situation is key to Legacy’s success in the financial planning business, explains Hood. On the investment side, the firm aims to allocate to long-term opportunities in the market. For clients with a lower risk tolerance, Legacy incorporates a hedged equity strategy.
RIA Channel ranked the 2020 Top 50 Emerging RIAs using a proprietary set of criteria and data. The ranking is based on both size and growth in assets reported to the SEC as of October 31, 2020. Wealth management firms with negative disclosures on their ADV Part I were excluded. Wealth management firms that were growing 30% or more over the past five years, and had total assets under management of less than $500 million were included.
RIA Database (RIADatabase.com) was used for regulatory data, growth data, organic research, and advisor surveys. We recognize these firms as leaders in their field and congratulate them on their success.