Bryan McCrea

Partner

Bryan believes that truly successful financial planning begins with meaningful relationships rooted in trust. Bryan is dedicated to helping people confidently pursue their financial goals and educating them on investment matters so they can be well informed. He takes the time to get to know you, assess your overall financial picture and learn what’s important to you so he can then create a plan specifically designed for you. He manages your progress over time and updates your portfolio in changing markets and as your life evolves.

Bryan is an Investment Advisor and portfolio manager. He devotes each day to talking with clients and meeting with them to assure that their financial plan and portfolio are aligned with their financial goals. When he is not busy serving and meeting with his clients, you will find him studying the markets, researching stocks, and developing mutual fund strategies. Portfolios are built using a personalized risk balance overlayed with a diversification strategy based on current market conditions.

Bryan co-founded and moved to Legacy Financial Independent Advisors in January 2023. He started his financial career with the McCrea Bollinger Group of First Kentucky Securities as a Financial Advisor in 2010. Earlier in his career, he worked at First Capital Bank of Kentucky in multiple positions in personal banking. 

Bryan was born and raised in Louisville. He graduated from Saint Xavier High School and earned a bachelor’s degree in marketing from the University of Dayton. In his free time, he is an avid poker player, enjoys playing volleyball, pickleball, traveling to new places and listening to live music. 

Bryan can be reached at (502) 873-0523 or via email.

Read Bryan's articles, Education Funding is About More Than 529 Plans and Target-Date Investing for Retirement Planning.