M&K Legacy Wealth

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Indianapolis, IN
M&K Legacy Wealth

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We are an independent wealth management firm committed to helping you simplify, grow, and protect your wealth so you can enjoy life.

10/06/2026

Last week, members of our M&K Legacy Wealth team headed to Tampa, Florida, for the annual Sanctuary Wealth Oasis conference.

Each year, industry leaders gather to exchange ideas, discuss growth strategies, explore how AI is shaping the future, and refine how we can best serve our clients. Inspired by this year’s theme, “What’s Next?”, Chad, J., and Elizabeth returned with valuable insights and actionable strategies that we are eager to share with our firm and clients.

We’re excited for what the future holds—and we can’t wait to show you what’s next for M&K Legacy Wealth!

09/04/2026

Yesterday, Chad Keller represented M&K Legacy Wealth at the Eagle Classic in support of Heritage Christian Schools! It was a fantastic day of golf, fellowship, and friendly competition. Most importantly, the event raises vital support for the Heritage Fund, directly investing in the dedicated students, faculty, and programs that define the Heritage experience.

08/04/2026

Happy Birthday to M&K Legacy Wealth’s very own Heather Hreno! Your hard work and positive energy make our team better every day. Wishing you a wonderful birthday surrounded by good company, great joy, and plenty of cake!

07/13/2026

Wishing a very happy birthday to an absolute rockstar, Cindy Staggs! We hope you had a fantastic weekend celebrating. Thank you for your incredible hard work and for being such a vital part of our success for so many years. Cheers to another great year ahead!

06/29/2026

At M&K Legacy Wealth, we are closely tracking the rollout of the newly launched 530A Accounts. This framework introduces a powerful new vehicle for generational wealth, enabling families to capture market growth early through low-cost, tax-deferred structures.

Swipe through our breakdown of these new 530A account details to get a deeper understanding of the contribution limits, the automatic transition at age 18, and how this strategy aligns with your family’s long-term financial roadmap.

06/16/2026

Happy Birthday to a very special team member: Jessica Keller, MBA! Thank you for your leadership, dedication, and everything you do to elevate our team and support our vision. We hope you take some time to relax and celebrate today. Cheers to a wonderful year ahead, Jessica! 🎉

06/12/2026

SpaceX has officially filed its long-awaited IPO prospectus with the SEC, marking a pivotal moment for both the company and the broader capital markets. While often viewed through the lens of aerospace and rocket launches, the filing reveals a far more expansive business—one that spans satellite connectivity, critical infrastructure, advanced technology, and global communications.

As investors evaluate one of the most anticipated public offerings in recent history, the key question is no longer whether SpaceX is a leader in space exploration, but how its evolving business model could reshape industries, influence capital allocation, and create new opportunities across public markets.

In our latest analysis, we break down the most important insights from the filing and what they could mean for investors. Click the link below to read the full article. 🚀

http://bit.ly/3S3V1lO

05/27/2026

Big smiles and even bigger celebrations today! Please join our team in wishing the happiest of birthdays to our phenomenal leader, J. Miller, CFP®, APMA™!

Thank you for being the perfect mix of an incredible boss and our biggest cheerleader. Your energy, heart, and guidance make coming to work a joy. We’re so lucky to have you steering the ship!

We hope your day is packed with your favorite treats, lots of laughter, and all the well-deserved appreciation. Cheers to a fantastic year ahead! 🎂

04/27/2026

At M&K Legacy Wealth, we pride ourselves on our independence, but we also value the powerful network we have through Sanctuary Wealth. This week, Chad Keller, CFA®, AIF®, CEPA® joined fellow industry leaders at the IMS Event in Louisville to collaborate on the future of wealth management.
Access to these exclusive investment tools, specialized technology, and institutional-grade research is what allows us to provide deeply personalized service backed by global resources.

Chad's coming home with fresh perspectives and innovative strategies to help our clients lead their best lives!

03/09/2026

Two years ago, we took a leap of faith to become an independent firm. Our goal was simple: to put our clients at the very center of everything we do, with the freedom to provide a truly personalized experience.

Today, as we celebrate our 2nd anniversary, we are overwhelmed with gratitude. To our clients: thank you for trusting M&K Legacy Wealth with your legacy and your future. To our friends and partners: thank you for the referrals, the encouragement, and the support that helped us build this firm from the ground up.

We didn’t just start a business; we deepened our commitment to you. Cheers to the next many years of growing together!

Address

3815 River Crossing Parkway, STE 200
Indianapolis, IN
46240

Telephone

+13176881380

Website

https://mklegacywealth.com/

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