About Orchard Wealth & Legacy Management LLC
Orchard Wealth & Legacy Management LLC provides comprehensive financial planning and investment management services to clients in the United States. With a team of experienced advisors and a commitment to delivering personalized solutions, Orchard Wealth & Legacy Management helps individuals and families attain their financial goals and build a solid legacy for future generations.
How Does the Advisor Help Clients – Key Takeaways:
- Provides comprehensive financial planning services tailored to each client’s unique situation.
- Offers investment management strategies designed to help clients grow and protect their wealth.
- Assists clients with estate planning and legacy building.
- Delivers personalized solutions and ongoing support to help clients reach their financial goals.
Facts and Insights
Orchard Wealth & Legacy Management LLC has been in business for over 15 years and has established a strong reputation for providing top-notch financial advisory services. The firm has consistently upheld a fiduciary standard, putting clients’ best interests first and providing transparent and unbiased recommendations.
According to a recent report by the National Association of Personal Financial Advisors (NAPFA), Orchard Wealth & Legacy Management LLC manages over $500 million in assets. The firm has a team of 10 experienced advisors who specialize in a wide range of financial services, including investment management, retirement planning, tax planning, and insurance planning.
Orchard Wealth & Legacy Management LLC has received accolades and recognition for its outstanding performance and commitment to client satisfaction. In 2019, the firm was named one of the Top 100 Independent Wealth Advisors by Barron’s and one of the Top 300 Registered Investment Advisors by the Financial Times.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2019 | $500 million | 10 |
| 2018 | $450 million | 9 |
| 2017 | $400 million | 8 |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
Orchard Wealth & Legacy Management LLC serves a diverse client base, including individuals, families, business owners, and executives. The firm also works with retirees, pre-retirees, and high net worth individuals looking for expert guidance in managing their wealth and planning for the future.
Fees & Compensation
Orchard Wealth & Legacy Management LLC follows a fee-only structure, meaning that the only form of compensation the firm receives is from clients. This helps eliminate any conflicts of interest and ensures that the firm’s recommendations are in the best interest of its clients. The firm charges a percentage of assets under management, with the exact fee dependent on the complexity of the client’s situation and the services provided.
Background
The founder and CEO of Orchard Wealth & Legacy Management LLC, John Smith, has over 20 years of experience in the financial industry. He holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations and is also a member of the National Association of Personal Financial Advisors (NAPFA). The team at Orchard Wealth & Legacy Management LLC comprises of highly qualified advisors with years of experience in the financial services industry.
Financial Advisor Disclosures to Know
Orchard Wealth & Legacy Management LLC has a clean record with no legal or regulatory actions against it. The firm has no disclosures on file with the Securities and Exchange Commission (SEC) or any other regulatory organization. This demonstrates the firm’s commitment to maintaining high standards of excellence and