Family Legacy Planning in Bentonville, AR – Reviews, Hours, and Contact Details

Comfortable waiting area designed to make clients feel welcome and at ease.

Berkeley will greet you with a warm smile in the foyer

Pinnacle Plaza just west of J Street on the 102

Our Bentonville office serving individuals and families throughout Northwest Arkansas.

David Welborn, President of Family Legacy Planning, helping Northwest Arkansas families retire confidently.

Family Legacy Planning office entrance in Bentonville, Arkansas.

Family Legacy Planning is now at Pinnacle Plaza in Bentonville

Brian Prosser, Financial Advisor at Family Legacy Planning, helping Northwest Arkansas families retire confidently.

Since 2004, Family Legacy Planning has been providing friends and neighbors with wealth management services throughout Northw...

Family Legacy Planning Investment Service

5.0 2 reviews on

Family Legacy Planning is a fiduciary financial planning and wealth management firm serving individuals and families throughout Northwest Arkansas. We specialize in retirement income planning, tax-aware retirement strategies, wealth management, Social Security planning, and retirement transition guidance. Our team helps clients pursue financial confidence through personalized planning and investment management tailored to their long-term goals.

Website: familylegacyplanning.com

Phone: (479) 273-3040

Interested in our services?

Closed now

Sun Closed
Mon 9:00 AM - 4:30 PM
Tue 9:00 AM - 4:30 PM
Wed 9:00 AM - 4:30 PM
Thu 9:00 AM - 4:30 PM
Fri 9:00 AM - 3:00 PM
Sat Closed

1003 SE 14th St Bentonville, AR 72712 ·820.31 mi

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Reviews

5.0 2 reviews

5 star

2 4 star

0 3 star

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0 1 star

Cindy A. 11/04/19

Do you have questions regarding the future for your family and loved ones? Have you ever wondered about Life Insurances, Medicare, or just maybe seeking investment planning? Family Legacy Planning...

Bob R. 09/02/22

David Welborn and staff have done an excellent job managing our investments. We highly recommend them. They take time and care doing the best job possible. We have worked with other investment...

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