We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

About Raymond James

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial serv...

Read More


What Makes Us Different

As experienced independent advisors and financial planning professionals, we pledge to uphold the highest standards of integrity and place your best interests first as we help you accumulate, preserve and transfer your wealth. It’s not difficult to find an investment advisor who can tell yo...

Read More


Investment Philosophy

At Legacy Financial Planning, the cornerstone of our investment philosophy is helping to ensure you don’t run out of income before you run out of breath. As Americans live longer, it’s important to ensure your retirement income will last as long as you do. For many, that could be 30 o...

Read More


Our Team

Tamar Mogilski, CLU®, ChFC®, CFP® CEO, Financial Planner    Brian Bedford, ChFC®, CASL®, AIF® President, Financial Planner     Robert Fox, CFP®, ChFC®, CLU®, Financial Advisor, RJFS    Martha Trumbull, Office Manager     Samuel Zito, Investment Consultant     David Korody, Healthcare Specialist    Shayne Mogilski, Digital Marketing Associate    Melissa Blanco, Client Relations Associate

Read More