We Are Your Home Comfort Experts
Our Story
The Legacy Group, Ltd. is a Fee-Only, independent Registered Investment Advisory Firm headquartered in Salem, Oregon, serving clients throughout the Willamette Valley and Central Oregon. Our advisers are Certified Financial Planner professionals, dedicated to providing personalized financial planning advice and wealth management tailored specifically to our clients' needs.
Our Mission
At The Legacy Group, Ltd., we are committed to guiding our clients' wealth along the path of greatest good. We believe that everyone deserves to live a fulfilling life, and we are dedicated to helping our clients achieve financial contentment. Our goal is to provide exceptional financial guidance, tailored to each client's unique situation, and to help them navigate life's pivotal moments, such as planning for college, divorce, retirement, job transition, and business succession.
Our Services
We offer a range of financial consulting services, including Full-Service Financial Consulting and Fee-Only Professional Asset Management. Our experienced team of Certified Financial Planner professionals will work closely with you to develop a personalized financial plan, tailored to your unique needs and goals. We will provide you with the support and guidance you need to make informed financial decisions and help you achieve financial peace of mind.
Our Values
At The Legacy Group, Ltd., we are committed to excellence, integrity, and personalized service. We believe that every client is unique and deserves a tailored approach to their financial planning. We are dedicated to building long-term relationships with our clients, and to helping them achieve their financial goals through sound, expert advice and guidance.
Our Team
Our team of experienced Certified Financial Planner professionals, led by Ray Sagner, CFP, has been in practice since 1998 and joined the firm in 2003. Our team is dedicated to providing exceptional service, expert advice, and personalized attention to each client. We take the time to get to know our clients, understand their unique needs and goals, and develop tailored financial plans to help them achieve financial contentment.
Our Resources
As a part of the SEI Wealth Network, which operates in 12 countries and manages over $180 billion in assets for more than 100,000 high-net-worth individuals, we have access to a wealth of resources and expertise. Our clients benefit from our affiliation with this global network, which enables us to provide comprehensive, cutting-edge financial solutions and expert advice.

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