The Highest Standard of Success in Financial Relationships
The Highest Standard of Success in Financial Relationships
Fayette Legacy Partners
Our Team
Fayette Legacy Partners was created with a simple mission:To help clients achieve their financial goals through trusted advice and unparalleled service. Our objective is to simplify and enhance our clients' financial lives by utilizing the best resources of a global financial services firm, through one exclusive relationship.Fayette Legacy Partners are proud members of the Fayette Chamber of Commerce, Morgantown Area Chamber of Commerce, Mon-Yough Area Chamber of Commerce, and Mon Valley Regional Chamber.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Community Involvement
Fayette Legacy Partners and the Uniontown Office of Janney Montgomery Scott are proud to support the many worthy organizations and charities that make our area such a great place to live and work. Some of the organizations we have proudly supported are:The Community Foundation of Fayette CountyHARC Youth Baseball & SoftballBelle Vernon Area Charitable FoundationNational Multiple Sclerosis Society / Bike MSSoroptimist International of Fayette CountyGreen GardenersThe Mon Valley Regional Chamber of CommerceAmerican Heart AssociationYough River TrailFay-Penn Economic Development CouncilAmerican Heart Association Fayette Heart BallSusan G Komen for the CureRotary Club of Monessen/RostraverBelle Vernon RotaryUniontown High School BaseballRostraver Public LibraryState Theatre Center for the Arts
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 23, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.