The Legacy Financial Group

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. 💙

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!

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 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!