About Legacy Visions Wealth Management

Legacy Visions Wealth Management is a full-service financial firm located in Houston, Texas and services clients across the nation. I follow a fiduciary standard for financial planning and investment advice, therefore, I’m compelled to put your interests first. As an independent advisor, recommendations are made without being held to company quotas or bias toward using proprietary products.  Legacy Visions Wealth Management also has the backing and resources LPL Financial, which is the largest independent broker-dealer* in the United States.

Our Mission

To enhance the lives of my clients by guiding them throughout their pursuit of financial independence, a successful retirement, and leaving a lasting legacy.

Our Values

I believe that faith is the foundation for a lifetime of personal and professional wealth. I am committed to being a good steward of the finances that my clients trust me with.  

Call me at (832) 431-1243 or email Lhodges3@legacyvisionswm.com to set up a phone discussion about your needs.

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* LPL financial, as reported by Financial Planning magazine, June 1996-2021, based on total revenue.