Investment portfolio management and financial planning tailored to your unique goals — delivered with integrity, depth, and comprehensive care.

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40+ Years Combined Wealth Management Experience
Fee-Only Fiduciary Wealth Management

Financial Planning & Investment Portfolio Management

Comprehensive financial plans paired with disciplined portfolio management, tailored to your long-term legacy goals.

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Financial Planning

University Employee Retirement Plans

Specialized guidance for university faculty and staff navigating TIAA, 403(b), and supplemental retirement options.

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Ross School of Business

Health Care Professionals

Retirement and financial planning built around the unique income patterns, loan burdens, and timelines of medical professionals.

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Healthcare Professionals

Fiduciary Services

Trust administration, estate settlement, and corporate trustee services through our partnerships with Tri-Star Trust Bank and Bank of Oklahoma.

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Fiduciary Services
Who We Are

A Process-Driven,
Independent Firm

Legacy Wealth Partners is a fiduciary wealth management firm in Ann Arbor, Michigan. We are affiliated with Commonwealth Financial Network®, one of the largest privately owned independent custodians in the United States.


Our team is honored to partner with clients to help develop and pursue their legacy and life goals. Our passion stems from the belief that we each are unique in our purpose during this lifetime, and each of us has goals that we want to fulfill for ourselves and our loved ones.


Meet the Team

Our Planning Focus Areas

  • —Asset allocation & investment planning
  • —Retirement income & distribution planning
  • —Estate planning & wealth transfer
  • —Trust planning & fiduciary services
  • —Education & college savings planning
  • —Risk management & insurance review
Client Stories

What Our Clients Say

We measure our success by the confidence and clarity our clients feel about their financial futures.

"

Peace of mind. That's the primary advantage of working with LWP. We've been working with Kevin Murphy for over 10 years, and we don't spend any time wondering whether we'll have the resources to take care of ourselves and our family. The LWP team is not only responsive to our questions, they're out in front with ideas for us to consider. The fact that Kevin is happy to meet with our adult sons to review their financial goals is one more way LWP has demonstrated that they care about all aspects of our lives.

M
— Maggie B. and Fred H.
Clients for 15 years
"

The LWP Team are more than just advisors, they feel more like family. We are very comfortable allowing them to handle our investments and are excited to watch them grow. They have helped to create a portfolio that our children will enjoy long after we are gone. We would strongly encourage anyone interested in investing to take the time to talk to this fabulous team of experts.

G
— George and Denise R.
Clients for 8 years
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Ready to Build Your Legacy?

We offer a complimentary first meeting — by phone, Zoom or Teams, or in person at our Ann Arbor office.

Schedule a Complimentary Consultation