The majority of people's finances were not well organized in 1982. Advice would come often from stock brokers or insurance agents -- those who sold something. Financial planning became more complicated because of this. John Ueleke saw a different vision. He wanted to provide objective and fee-only financial guidance without the need for selling products. He founded Legacy Wealth Management with this vision. Legacy is a fiduciary and does not receive any commissions. Legacy's goals and needs are what will drive your decisions. A great company begins with outstanding people. Legacy believes in teamwork and continuous education, so Legacy has CFPs(r), CFA charterholders, and CPAs as well as JDs and MBAs.