OUR MISSION
Your Dreams Matter &
Your Future is Our Priority
One of our firm's core belief's is that true financial freedom starts with a plan. When working with our team, it is our mission to inspire you, and help you make prudent decisions that reflect your values and bring your vision to life. We work to protect what you have worked hard to build so you can enjoy your life and be confident in your future.
"When your money is aligned with your purpose, clarity and confidence follow." - Michele De George, CRPC®, RICP®, CLTC - Founder, MDG Legacy Advisors, Inc.
More Than A Client To Us.
Part Of Our Family.
This is a cherished picture of my family that immigrated from Holland - Post WWII. I am so proud of the legacy of my Grandparents. They were brave and wise. They taught me so much about having a vision and plan for the future. Their legacy planted the seeds for my career. When you walk through our doors, we see more than account balances and investment goals — we see a lifetime of experiences, dreams, and the legacy you want to leave behind.
Our approach goes beyond transactions. We take time to understand what truly matters to you — your values, your lifestyle, your hopes for the future — because that's how meaningful planning begins. Just like family, we're here to support, guide, and celebrate with you — every step of the way.
Michele De George
President - Wealth Advisor
Michele is the President and founder of MDG Legacy Advisors, Inc., her Wealth Advisory practice. Michele works with individual investors and their families. The mission of her practice is to work closely with clients to help them...
Brittney Cronick
Administrative Assistant
Brittney joins our team with an extensive retail background that taught her the value of going above and beyond for her customers to earn their loyalty. She excelled in understanding their needs to provide an excellent service...
