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Providing Solutions for
Tomorrow, Today

Serving Baltimore County & Beyond

Explore How We Help

Welcome to Legacy Consulting LLC

A Hometown Boutique Financial Services Firm

Your well-being is at the heart of everything we do. Since 1998, we’ve worked closely with individuals and families, crafting strategies highly personalized to their lives and needs. Our strategies are designed to grow, protect and transfer your wealth—enhancing your financial confidence as you move through new life chapters.

Nestled in Baltimore County, we’ve had the privilege of providing financial guidance to our neighborhood and surrounding areas, though we partner with clients from all over as well. By hosting events, we enjoy staying connected with our clients both near and far throughout the years.

Our Clients Feel Like Family Because We
Regard Them As Such.

If you’re in need of customized wealth guidance, a team of dedicated advocates and a relaxed atmosphere waits here for you.

Curious to Know What Inspires Us to Serve You?

Read Our Story

Clarifying Your Financial Future With

 Retirement Income Planning

 Wealth Transfer Solutions

 Tax Strategies

We’d Love to Help You Find Financial Confidence

Discover How

Here’s a Bit About What You Can
Expect When Working Together

Wholehearted Empathy

Your family, your aspirations and your wealth are just as important to us as they are to you. 

Connective Support 

Assembling our team and network of strategic partners around your needs ensures the most comprehensive approaches.

Unwavering Integrity 

Your best interest defines everything we do. We believe this is the only way to serve our clients.

Ready to Know More About Us?

Meet Your Team

Already a Client?

Attend a Virtual Meeting