Legacy Planning Partners

Taking a break can be a game-changer for both personal growth and business success. In a recent Legacy Listens episode, Legacy President, Natalie Hodak, sits down with Matthew Kulp, CFP?, CEPA?, Senior Advisor and Partner, to discuss the power of a sabbatical. After 23 years in his leadership role, Matt shares how stepping away helped him reset and refocus all while keeping the business on track. If you’re curious about how intentional time off can impact you and your career success, this conversation is a must-listen!

We’re thrilled to share that John M. Pellosie, CFP?, CEPA?, Joseph Freemont, and Justin Ahner are launching The Future Value Podcast! They’re breaking down the financial concepts that shape your future—offering practical insights on saving, investing, managing debt, and making smarter money decisions. Whether you're planning for life’s big moments or looking to grow your wealth, this podcast delivers real talk and actionable strategies to help you make the most of your money. We couldn’t be more excited to support them on this journey — tune in and take charge of your financial future! Links to where you can listen (and watch) in the first comment below. #FutureValuePodcast

Financial success requires a team effort! We never work alone—we collaborate with a client’s trusted advisors, including attorneys, tax experts, and insurance pros, to create a strategy that truly works for them. In a Legacy Listens podcast episode, we discuss the importance of aligning financial goals with the right experts to build a plan that reflects a client’s values. By bringing everyone together, we guide clients to smarter decisions and help secure their financial future. Take a listen to The Essential Guide to Business Valuations, featuring Senior Advisor and Partner, Robert Wermuth, CFP?, ChFC?, CLU?, AIF?, and Managing Partner at Brinker, Simpson & Company LLC, Mike Simpson, as they explore this topic in more detail. https://lnkd.in/gvnkPRKA?

Congratulations to the 31 powerhouse Commonwealth teams who made the 2025 Forbes Best-in-State Wealth Management Teams list! As financial lives grow more complex, these teams are rising to the challenge—bringing together top specialists to provide expertise and highly personalized strategies. Their commitment to excellence and client success truly sets them apart. We’re sending them all a well-deserved round of applause!? *2025 Forbes Best-in-State Wealth Management Teams, created by SHOOK Research. Presented in January 2025 and based on data from March 2023 to March 2024. 11,674 management teams were considered, and approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/dvfjMz_r.? ? #commonwealth #financialadvisor #wealthmanagement

Legacy's West Chester advisors have earned a spot on the Forbes/SHOOK Best-in-State Wealth Management Teams list for the second year in a row! Congratulations Robert Wermuth, CFP?, ChFC?, CLU?, AIF?, Kevin Donohue, CFP?, AIF?, Jennifer Hodson, CFP?, CEPA, Jeff Dye, CFP?, and Sam Stroud. We're honored to work alongside such a dedicated group, and celebrate your unwavering commitment to your clients and to Legacy Planning!

Today, we brought our Eagles spirit to our Annual Luncheon as we celebrated our 2024 successes! A huge congratulations to our Above & Beyond Award winners – Constance King, AIF?, CPFA?, NQPC?, Lauren Marchese, CFP?, Joseph Freemont, and Angie – for their outstanding contributions. Your dedication and hard work make a lasting impact! We also had the honor of recognizing Deb Hettler with a Lifetime Achievement Award for her 18 years of dedication at Legacy. As she steps into retirement, we celebrate her incredible impact and lasting legacy. Cheers to a fantastic year and an even brighter future ahead! Fly, Eagles, Fly! #LegacyPlanning #HUB #Teamwork?#Eagles #gobirds #Leadership

We’re excited to announce that Legacy Planning was acquired by HUB International! This strategic business partnership marks a significant milestone for our firm. Our dedicated team at Legacy remains intact, ensuring a seamless client experience and commitment to personalized service and long-term relationships. We will continue to grow our business in the Northeast region by offering financial services/wealth management through Commonwealth Financial Network?, while also leveraging the resources and expertise of HUB and their associates. Your accounts will remain with Commonwealth, but?we believe that this partnership will support our long-term growth, succession planning, and team development. “The Legacy Planning Partners team will play a pivotal role in navigating the distinct challenges and opportunities HUB faces in private wealth, business owner advisory, and retirement services,” said Joe DeNoyior, President of HUB Retirement and Private Wealth (RPW). “They bring deep bench strength across all lines of business.” We’re excited about the future, the possibilities this partnership brings, and are grateful for the trust and loyalty of our clients and employees. Together, we’re building a stronger future! ------------------------- The Financial Advisors of Legacy Planning offers securities and advisory services through Commonwealth Financial Network?, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB Retirement and Private Wealth is not a registered broker/dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

Did you catch A.J. Brown reading Inner Excellence on the Eagles' sideline during the game? Talk about staying focused under pressure! Our book club has already dived into Jim Murphy’s Inner Excellence, and it’s been a game-changer. Matthew Kulp, CFP?, CEPA?, is re-reading it with us, and here’s one of the takeaways that makes this book so impactful (and A.J. Brown-approved): Fear often holds us back, whether it’s tied to past failures or future uncertainties. Murphy shows how staying present and focused can turn fear into fuel for success. It’s about controlling your mindset rather than letting it control you. If you want to tackle challenges and achieve your goals this year, check out this book! And hi, can someone tell the Philadelphia Eagles and #AJBrown that we’d love to have them join our next book club meeting? ???? #InnerExcellence #ConquerFear #PersonalGrowth #FlyEaglesFly

Huge congratulations to Brendan P. Speers, AIF?, CPFA?, C(k)P? for being named a NAPA 2025 Top Retirement Plan Advisor Under 40! Your dedication is shaping the retirement futures of countless hardworking Americans, and this recognition is well deserved. Here's to continued success and the incredible impact you're making in the industry! #RetirementPlanning #TopAdvisorUnder40 #LegacyPlanning #NAPA

What’s the secret to staying passionate about your career for over 30 years? Our COO and Partner, Natalie Hodak, sat down with seasoned advisor and Senior Partner Robert Wermuth, CFP?, ChFC?, CLU?, AIF? to uncover his formula for longevity and enthusiasm. With a heartwarming perspective inspired by his new role as a grandfather, Rob shares invaluable insights on building lasting relationships and finding purpose in your work. Join us for this inspiring conversation! #LegacyPlanning #FinancialAdvice #CareerLongevity #Inspiration #FamilyFirst #LegacyStories