You likely have questions—we’re here to help. Below are answers to some of the most common questions we hear from clients.

• What makes Legacy Wealth Advisors different from other wealth management firms?

  We bring together the resources of a large firm with the personal attention of a boutique practice. Our approach is hands-on, independent, and tailored to you. Unlike firms that follow one-size-fits-all strategies, we design financial plans that reflect your unique goals, values, and family priorities. With decades of combined experience, our team delivers continuity and trust across generations.

• Are you fiduciaries? What does that mean for me?

  Yes—we are fiduciaries. That means we are legally and ethically bound to put your best interests first. Every recommendation we make is guided by what will serve you best, not by sales quotas, commissions, or outside pressures.

• What does it mean to be an independent advisor?

  As independent advisors, we are not tied to a single bank, brokerage, or insurance company. That freedom allows us to choose from a wide range of strategies and solutions, always with your needs at the center. Independence ensures that our advice is objective and aligned with your long-term success.

• Do you only work with retirees?

  No. While many of our clients are planning for or enjoying retirement, we also serve individuals, families, and business owners at every life stage. Whether you’re just getting started, growing your wealth, or preparing for the next generation, we’re here to help.

• Do you provide guidance on tax planning?

  Yes. Tax planning is an integral part of our financial process. We work with both individuals and business owners to identify strategies that can minimize tax liability, maximize savings, and create long-term efficiency.

• What types of clients do you typically work with?

  We work with individuals, families, and business owners across Fargo, Grand Forks, and throughout the upper Midwest. Many clients choose us because they want more personalized guidance than large banks or wirehouse advisors provide.

• How do I get started?

  Schedule a conversation with us. In our first meeting, we’ll take time to learn about your values, goals, and financial picture. From there, we’ll create a customized strategy designed to help you take control of your wealth and move forward with confidence. You can set up a meeting through our online calendar or by contacting our office.