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Our specialty? Helping you make the best investment and retirement planning decisions for your unique situation. We are trusted and experienced financial guides who can help you setup your finances in a way that’s true to your values, while preparing your family for a successful financial future.

If you are new, feel free to request an appointment for a complimentary financial review. Otherwise, send us a message using the form below and we’ll get back to you as soon as we can.

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Legacy 360 Financial LLC

2767 Geryville Pike

Pennsburg, PA 18073

Phone: (800) 887-2981
Fax: (877) 233-8357
Email: info@legacy360fwm.com

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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Legacy360° LLC**),** a SEC Registered Investment Advisor. Insurance products and services are offered through Legacy360°. Gibbs Wealth Management, LLC (DBA Legacy360° LLC) and Legacy360° LLC are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.