The Legacy Financial Group

The Legacy Financial Group In 2002, we began utilizing the Dimensional Funds (DFA Funds). We represent our clients. The only compensation we receive comes from our clients.

Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. Since the beginning in the year 2000, we have been focused on providing a Successful Investment Experience through building broadly diversified global portfolios. Our firm was born in what proved to be one of the most vo

latile market downturns from 2000 through 2002 as well as marking the beginning of the most volatile ten year market period in recorded history. At the time, we were one of the earliest advisory firms to employ the DFA Funds in its portfolios. We believe in the value created by the free markets and see the markets as our friend rather than our enemy. One of the keys to our success has been the fundamental conviction to operate as a fee only Registered Investment Advisor. We do not receive commissions from any third party mutual fund family or financial institution. Consequently, our clients understand clearly their best interest is first. In recent years, we have been fortunate to add valuable members to our team. Our commitment to excellence has motivated us to continuously improve our information systems. We start each day with one goal in mind and this is to provide a Successful Investment Experience to our clients.

✨ What an unforgettable evening! ✨Thank you to everyone who braved the storms and joined us for Legacy’s 25‑Year Client ...
03/10/2026

✨ What an unforgettable evening! ✨

Thank you to everyone who braved the storms and joined us for Legacy’s 25‑Year Client Appreciation Event! We loved celebrating this milestone with you. For those who couldn’t make it, we missed you and hope to see you at our next event!

Thank you for being such an important part of the Legacy family. Here’s to the next 25 years!

03/10/2026
It’s Our Anniversary! 🎉On this day back in 2001, our very first clients, Dr. Harold and Mary Battenfield, trusted Legacy...
10/09/2025

It’s Our Anniversary! 🎉

On this day back in 2001, our very first clients, Dr. Harold and Mary Battenfield, trusted Legacy Financial to manage their investments. We’re so grateful for the trust they placed in us, and for every client who has joined our Legacy family since.

Over the years, we’ve grown in size, services, and relationships, but our heart remains the same: to serve with excellence, integrity, and care in all we do.

Here’s to 24 years of helping clients build their legacies—and to many more ahead. 💙

Today, our team had the privilege of attending a luncheon hosted by the ORU College of Business, featuring renowned lead...
04/01/2025

Today, our team had the privilege of attending a luncheon hosted by the ORU College of Business, featuring renowned leadership expert John Maxwell. Dr. Maxwell shared powerful insights on the cycle of success, receiving a return on failure, and moving beyond success to a life of significance. His message was truly inspiring, and we’re excited to carry these lessons forward as we continue to grow and serve our clients. Thank you to ORU for an excellent event!

Thank you to our clients and partners for joining us for this year’s Client Appreciation Event! It was a fun evening tog...
10/09/2024

Thank you to our clients and partners for joining us for this year’s Client Appreciation Event! It was a fun evening together at Living Arts of Tulsa. We are so grateful for the past 23 years of service – all thanks to our fantastic clients!

Merry Christmas from our families to yours! We wish you a wonderful holiday season, filled with friends and family, peac...
12/25/2023

Merry Christmas from our families to yours! We wish you a wonderful holiday season, filled with friends and family, peace and joy, and light and love. Thank you for allowing us to serve you and your family!

Legacy celebrated 22 years of service with our annual Client Appreciation Event. Thanks to all our clients and partners ...
10/06/2023

Legacy celebrated 22 years of service with our annual Client Appreciation Event. Thanks to all our clients and partners who came out to enjoy the evening together. We count it as an honor to work with each of you!

Join us in congratulating Keegan King, who has been named a NextGen Under 30 Honoree!NextGen Under 30 recognizes and enc...
08/16/2023

Join us in congratulating Keegan King, who has been named a NextGen Under 30 Honoree!

NextGen Under 30 recognizes and encourages the next generation of innovative, creative, and inspiring individuals who push the boundaries in their endeavors and service to their communities.
Keegan has been recognized for his talent, drive, and service to his community as an outstanding young Oklahoman. We are proud of Keegan and his contributions to Legacy and the community as a whole. Congrats Keegan!

Welcome Zach Rearrick to the Legacy team! Zach joins us as a Financial Planner, and we are thrilled to have him on board...
05/12/2023

Welcome Zach Rearrick to the Legacy team! Zach joins us as a Financial Planner, and we are thrilled to have him on board!

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1425 E 41st Place, Suite 100
Tulsa, OK
74105

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