The Legacy Financial Group

10/09/2026

Twenty-five years ago on this very day, Legacy welcomed our first clients.

Since then, we've had the privilege of serving more than 300 client families and managing over $650 million in client assets. Through a quarter century, our highest honor has remained the same: stewarding our clients' lifetime earnings with fiduciary care, integrity, and unwavering commitment.

Each client family is as important to us today as our very first.

To all of our clients, past and present, thank you for your trust, confidence, and partnership over the last 25 years. We are honored to be part of your journey, and grateful for the opportunity to serve your families, generation after generation. Thank you for 25 years of Legacy.

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

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. 💙

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!

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!

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!

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!