Our Firm

For over 35 years, Dody Legacy Group LLC has worked with individuals, families and businesses to provide peace of mind through their financial wellness. We are proud of the lasting relationships we’ve built with our clients – relationships earned through trust and built on our commitment to putting clients first.

Through our strategic planning, we are able to provide measurable value to each client’s specific circumstances. We are committed to helping you meet your goals today, but more importantly, for tomorrow!


  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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