How does the advisor help clients – Key Takeaways:
GREENWOOD HAYDEN LEGACY PARTNERS is a financial advisor firm that aims to provide top-notch financial services to their clients. With a team of highly experienced and knowledgeable advisors, they assist individuals and businesses in managing their finances and making informed investment decisions.
Their approach towards financial planning is holistic and personalized, taking into consideration the unique goals and circumstances of each client. By understanding the specific needs and risk tolerance of their clients, they are able to develop customized strategies that align with their financial objectives.
Their services go beyond just managing investments; they also provide guidance on tax planning, retirement planning, estate planning, and more. They constantly monitor and assess the performance of their clients’ portfolios, making adjustments as needed to ensure their financial goals are on track.
Working with GREENWOOD HAYDEN LEGACY PARTNERS means having a dedicated team of financial experts who are committed to helping their clients achieve financial success.
Facts and Insights
GREENWOOD HAYDEN LEGACY PARTNERS has been in the financial advisory business for over 20 years, serving clients across the country. They are registered with the Securities and Exchange Commission (SEC) and operate as a fee-based advisory firm, meaning they are compensated based on a percentage of their clients’ assets under management.
Their team consists of veteran advisors with decades of experience in the financial industry. They have successfully guided numerous individuals, families, and businesses towards their financial goals and have built a strong reputation for their expertise and integrity.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
- Business succession planning
- Wealth management
Client Types
GREENWOOD HAYDEN LEGACY PARTNERS caters to a diverse range of clients, including:
- High-net-worth individuals
- Corporate executives
- Small business owners
- Families and individuals
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
As a fee-based advisory firm, GREENWOOD HAYDEN LEGACY PARTNERS charges a percentage of their clients’ assets under management as their fee. This fee may vary depending on the size and complexity of the client’s portfolio.
They do not earn commissions, which means their advisors do not have any incentive to sell specific financial products. This ensures that their recommendations are objective and in the best interest of their clients.
Background
GREENWOOD HAYDEN LEGACY PARTNERS was founded by John Greenwood and Amanda Hayden, two highly accomplished financial advisors with a shared vision of providing exceptional financial planning services to their clients.
Both John and Amanda have extensive experience in the financial industry, having worked for some of the top firms in the country. They have also received numerous accolades and recognition for their expertise and contributions to the industry.
Financial Advisor Disclosures to Know
GREENWOOD HAYDEN LEGACY PARTNERS prides itself on transparency and compliance with all laws and regulations governing the financial advisory industry. They have a clean record with no disciplinary actions or regulatory sanctions.
It is important for clients to be aware of any potential conflicts of interest that may arise. Clients should also carefully review the firm’s Form ADV, which discloses information about their services, fees, and potential conflicts of interest.