About Legacy Financial Independent Advisors

Legacy Financial is an SEC Registered Investment Advisor that provides advice on all matters related to personal finance, including investments, taxation, and estate planning. We are a locally-owned partnership based in Louisville, Kentucky. We are a family business, with origins more than 40 years ago, when Bruce McCrea started his financial career at Merrill Lynch. After working together for several years at Prudential Securities, Sheree Bollinger and Bruce launched the McCrea-Bollinger Group at First Kentucky Securities to offer more personalized service to their clients.  Bruce's sons, Chris and Bryan joined the partnership in 2010, and TC Falkner joined the firm in 2018. 

All partners serve as investment managers, so you can rely on the fact that your investments are managed locally. Our combined 100 years of experience serves to provide you with a proven planning process and a personalized portfolio. We develop a financial plan tailored to your specific goals and lifestyle. Your investment portfolio is then carefully constructed to best fit your financial plan. This personalized portfolio is designed to help you reach your goals based on your personal financial situation, current investment objectives and risk tolerance.

Rest assured that you have access to us and can depend on our guiding hand to help with important decisions about your legacy.

As a Registered Investment Advisor (RIA), we have a fiduciary duty to put the best interests of our clients first. We advise clients on investments and manage their investment portfolios. RIAs differ from broker-dealers in that broker-dealers tend to focus more narrowly on facilitating purchases and sales of assets like stocks.

In January 2023, we took an important step that helps us serve our clients beyond the methods of a conventional wealth management firm: we became Legacy Financial Independent Advisors. We chose to become independent to more clearly align clients' interests with the work we do on their behalf. We are able to offer a wider range of investment solutions with enhanced capabilities to provide a more complete financial plan.

We invite clients to meet in person for periodic updates and to carefully address any urgent needs or upcoming decisions. Through our continuous personal contact we work closely with you and make any necessary adjustments to your plan along the way. To reduce the inherent conflict of interest, we do not charge commissions. Our fee-based advisory model provides a simple, transparent fee structure where we are able to offer a greater range of investments and services. 

While Legacy Financial is an independently-owned firm, we chose Raymond James & Associates to serve as the primary custodian for client accounts. This partnership combines the safety and resources of a large, publicly-traded financial service company and allows us to deliver the high level of in-house, personal service you have come to expect from our group. 

In addition to superior service for customer accounts and trades, investment research support, useful tools, and efficient technology, Raymond James supports Legacy with marketing support, a quarterly magazine for clients called WorthWhile, and national advertising to reinforce their standing as one of the top 5 broker-dealers for independent financial advisors. 

Raymond James is a FINRA-registered broker-dealer and New York Stock Exchange/SIPC member.