Legacy Consulting LLC

Legacy Consulting LLC Based in Lutherville, MD, she also holds Series 6 & 7 registrations through LPL Financial. www.finra.org, www.sipc.org.

Megan Avery, ChFC®, founder of Legacy Consulting LLC and Legacy Tax Advisory, has served Maryland since 1998, specializing in tax, estate, and retirement planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have

not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/02/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
06/01/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/29/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
05/28/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
05/27/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Worried that inflation may rise in the years ahead? You’re not alone.
05/26/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/25/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
05/22/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Learn how to maximize your Qualified Charitable Distributions!
05/21/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
05/20/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Address

Lutherville, MD
21093

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14108289505

Website

Alerts

Be the first to know and let us send you an email when Legacy Consulting LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Consulting LLC:

Shortcuts

Share

Category