Avantax Welcomes Legacy Capital Advisors, LLC

Avantax, the wealth management business of Blucora, Inc., a provider of technology-enabled, tax-focused financial solutions, welcomes Legacy Capital Advisors, LLC, an elite Atlanta-based firm with approximately $126 million in client assets. Legacy Capital Advisors has developed a proprietary financial planning process – called The Ring Formula – that enables the firm to apply a proven, repeatable and customizable approach for helping clients pursue financial wellness.

Led by Managing Partners Chris Kirkland and Kevin Kelly, Legacy Capital Advisors serves a diverse client base ranging from retirees or soon-to-retire clients for whom income generation is key, to clients earlier in their investing cycle who often are looking to develop a long-term financial plan while taking prudent steps such as paying down debt, saving for their children’s education, and getting advice on estate planning, trusts, wills and even long-term-care considerations.

Legacy Capital Advisors transferred to Avantax Wealth Management from LPL Financial because Legacy Capital Advisors wanted a financial partner who would be a better fit for their long-term growth plans and who shared a commitment to sector-leading personalized service and attention.

“Having access to the tax professionals within the Avantax network is a key competitive advantage for us. This allows us to open up new growth avenues with a stronger platform and a one-stop-shop for clients,” said Chris Kirkland, Managing Director of Legacy Capital Advisors. “Our firm’s strong growth is due to the personalized nature of our client relationships, but we knew we needed a more focused partner, and because we weren’t getting the personal approach we wanted from our prior broker-dealer, we started looking for a partner who would really know us, what makes us different and what’s important to us. We found that in Avantax.”

Avantax’s way of doing business is highly complementary to the Legacy Capital Advisors’ approach of leveraging proven practices, but doing so in a very personalized way for clients.

“We’re family folks here and because our work is very personal to us, we found it hard to function feeling like we were just another number to our financial partner,” said Kevin Kelly, Managing Director of Legacy Capital Advisors. “We chose the name ‘Legacy’ because we take a multi-generational approach with clients. We celebrate personal events and milestones with our clients because we’re the kind of firm that still cares about those things, and our clients value that. We feel that same personal approach with Avantax, and we were drawn by its focus on strategic partnerships and helping its firms grow when, where and how they want.”

In welcoming Legacy Capital Advisors, Avantax Wealth Management President Todd Mackay said: “We’re extremely pleased to earn this new relationship with Chris, Kevin and their incredible Legacy Capital Advisors team, which provides such excellent service to their clients. Their proven proprietary financial planning process, intense focus on personalized service, and commitment to growth gives me great optimism that Legacy Capital Advisors and Avantax have a bright future together.”

Avantax added more than 200 new Financial Professionals in 2020, excluding attrition.