Every Financial Service You Need. One Independent Firm.

Lockridge Legacy offers a full range of financial services in Chillicothe, Missouri — from early wealth-building and investment management to retirement planning, estate planning, and employer retirement solutions. One relationship covers every layer, with no need to coordinate across multiple firms.

Focused Guidance Across Every Area of Wealth Management

Most clients don't need one service — they need a plan that connects all of them. Lockridge Legacy works with clients from their first IRA through retirement and legacy planning, with objective, independent guidance at every step.

The firm is not captive to any single product line or fund family. Recommendations are built around your situation, not a menu handed down by a parent company. And because both fee-based advisory and commission-based investment options are available, you decide how we're paid — not the other way around.