INDIANAPOLIS--(BUSINESS WIRE)--M&K Legacy Wealth is proud to announce that it has officially launched as an independent registered investment advisory firm.
Headquartered in Indianapolis, Indiana, M&K is an independent firm committed to helping families simplify, grow and protect their wealth so they can enjoy life today and build a legacy for future generations. To do so, the firm provides objective investment advice, tailored financial planning, and a full spectrum of wealth management services and solutions.
M&K will be led by Founders, J. Miller, APMA™ and Chad Keller, CFA®, AIF®, L. Gene Tanner and a team of professionals who have decades of experience helping families achieve their goals and build lasting wealth. Managing Partners Miller and Keller have over 40 years of combined industry experience and 24 years and eight years, respectively, working directly with Mr. Tanner at the Tanner Wealth Management Group.
“We designed M&K to empower families to enjoy life – and each other – by preserving their wealth and delivering a highly personal experience every step of the way,” said J. Miller, APMA™, Founder and Managing Partner. “We center everything we do on what’s best for clients to help them thrive today and secure a prosperous tomorrow.”
“We are excited about the future of possibilities that independence gives us." said Chad Keller, CFA®, AIF®, Founder & Managing Partner. "If we see something that we truly believe can help our clients, the open architecture of our independent firm allows us to offer these solutions."
M&K is a people-first culture with deep compassion for serving families, building trusted, multi-generational relationships, and providing an exceptional experience.
“I’ve always believed that if we do a good job taking care of customers, everything else will take care of itself,” said L. Gene Tanner, Founder.
The firm is committed to keeping clients at the forefront of a changing marketplace by aligning advanced technologies and industry-leading resources, including BNY Mellon Pershing and Sanctuary Wealth. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years – and will serve as M&K’s custodian to ensure the safety of assets. Sanctuary is an industry-leading platform for independent advisors that offers access to an array of infrastructure support, investment vehicles, and unique opportunities.
About M&K Legacy Wealth
M&K Legacy Wealth is an independent wealth management firm that helps families manage their complex needs, achieve their goals, and preserve and grow their wealth for today and future generations. For additional information, please visit: www.mklegacywealth.com.
Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. M&K Legacy Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
