Your Vision  Your Legacy

We help you grow and preserve your wealth so you can focus on what matters most.

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Legacy Capital Planners LLC plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

Keep Milestone™ in your back pocket with our mobile app!


Download links here:

The Milestone™
Asset Management
Mobile phone
application enables
authorized Milestone
clients to access
portfolio data in a
simple, elegant

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 240-395-1060

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.