About Legacy

Legacy Asset Management was founded in 1998 by Joseph Birkofer, a former Trust Officer with Chase Bank of Texas (formerly Texas Commerce Bank). Over the years, Legacy has grown to service a multitude of client types, from individual investors with limited investment experience to employers with more than 1,500 employees. We at Legacy pride ourselves on being a resource for our clients and all their financial needs. Our mission is to help our clients build a legacy for their families at home and in business.

We are Fiduciaries – legally and ethically bound to act in the best interests of our clients, placed above those of our advisors and firm. Legacy Asset Management, Inc. and our advisers are licensed nationally and regulated by the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor to provide financial advice.

The professionals at Legacy recognize that every individual has unique goals, investment philosophies and tolerances for risk.  In all cases, we work closely with our clients to devise the most appropriate solutions for their personal financial needs, their businesses, and their families.  


Meet Our Team