Here’s our story. We look forward to hearing yours.
The mission of Legacy Capital Planners, LLC is to provide guidance so that our clients have greater confidence knowing their strategies are consistent with their values and financial objectives. Our primary focus is to help provide our clients with solid, easy-to-understand financial and estate planning guidance. We believe it is crucial for today’s retirees to understand how to protect their assets from excessive taxation, probate costs, medical expenses and a vacillating stock market.
Todd Baker and Mike Ausherman founded Legacy Capital Planners, LLC over 18 years ago with the goal of helping retirees protect their wealth. Known as respected financial professionals, they are public speakers for many retirement groups around the metro Washington, D.C. area. Their philanthropic efforts in the community and the public service organization they founded, Mission Veteran Assistance, have received wide acclaim.
With a focus on minimizing taxes, increasing investment performance and Social Security, Todd and Mike have helped hundreds of families in Washington, D.C., during their combined 32-plus years of experience in the investment advisory industry.
R. Todd Baker | Co-Founder
Originally from Montgomery County, Todd grew up in Silver Spring, Maryland. He prides himself on being a well-known and respected advisor in the Washington, D.C., area and, since entering the financial services industry in 1999, continues to be dedicated to giving retirees valuable advice for their futures.
Now an investment advisor, Todd started his career at John Hancock Financial Services in McLean, Virginia, helping clients protect themselves against the high cost of long-term care. He then moved to New York Life, where he was trained on portfolio and asset management. From these experiences, Todd created a business philosophy he instills in his clients: Keep things simple, protect your income and do not take large draw downs on your investment dollars.
An expert in investment management, retirement income planning, estate planning, long-term care and tax planning, Todd has been featured on Frederick News Post and is a member of the National Ethics Association. He received his Bachelor of Science in business from Widener University in Chester, Pennsylvania. Todd is a Series 65 Investor Advisor Representative and holds his life and health Insurance license in Washington, D.C., Maryland, Virginia, North Carolina and Florida.
In his spare time, he enjoys camping, cooking, fishing, golfing and coaching his sons’ little league teams. Todd and his wife, Danielle, live in Adamstown, Maryland, with their three children, Gavin, Landon and Payton, and their dog, Ryleigh.
Michael D. Ausherman, Jr. | Co-Founder
Michael is a native of Montgomery County and grew up in Germantown, Maryland. An investment advisor since 2000, Michael offers expertise in the following areas: financial planning, retirement planning, income planning, tax planning, asset management and risk management for life and long-term care.
Michael is a firm believer in the power and importance of education. He graduated from the University of Maryland with a Bachelor of Arts degree in economics. He then earned the designations of Charted Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania. This rigorous course study helped hone his knowledge of investments, insurance planning and estate planning.
A member of the National Ethics Bureau, Michael holds his Series 65 securities license and is licensed in life and health insurance in Washington, D.C., Colorado, Delaware, Florida, Georgia, Maryland, Oklahoma, Pennsylvania, Rhode Island, Virginia and West Virginia.
Outside of the office, Michael enjoys golf, boating, cooking and watching Maryland Terrapins football and basketball. Mike and his wife, Regina, reside in Urbana, Maryland, with their children, Emily and Matthew, and Shih Tzu, Cody.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 240.395.1060 today!
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