MGE Legacy Wealth Advisors | Financial Advisor

Planning Your Financial Future

Our team at MGE Legacy Wealth Advisors is eager to create a personalized financial strategy that manages with your future financial needs and goals.

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We Always Put You First

Our clients are truly an extension of our family. We dedicate the highest level of care in considering your financial well-being.

Our Process

We are prepared to thoroughly explore your financial history and craft a custom plan prioritizing what is most important to you.

Our Team

Regardless of your life stages, our dedicated team is equipped with years of experience to guide you through life's moments.

Our Values

We are dedicated to upholding the values of trustworthiness, compassion and proactivity when strategizing your financial objectives.

Making Investing Simple

Our team uses their experience to simplify the investment process giving you more confidence and accessibility to your assets.

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Creating a Lasting Legacy

Our team of financial advisors works diligently aiming to preserve your assets and values for the benefit of future generations.

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Independent Financial Advice

Our seasoned advisors are committed to providing you with professional guidance while continually learning and staying updated on market trends and cutting-edge strategies.

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Meet Our Team

Michael Evereth, AWMA®

Senior Vice President, Financial Advisor

(716) 580-5743

(716) 580-5742

Michael.Evereth@lplfinancial.com

Michael brings over 35 years of industry experience to MGE Legacy Wealth Advisors. He combines his passion for helping people secure their financial future with a love for numbers and problem solving. Michael gets to know each of his...

Steve Barber

Financial Advisor

(716) 580-5744

(716) 580-5742

Steve.Barber@lplfinancial.com

Steve brings over 14 years of industry experience to MGE Legacy Wealth Advisors. He has a genuine passion for getting to know and helping his clients in any way possible. Steve believes in building strong, lasting relationships with...

Nathan W. Ibarra

Financial Advisor

(716) 580-5745

(716) 580-5743

Nathan.Ibarra@lplfinancial.com

Nathan brings over 20 years of industry experience to MGE Legacy Wealth Advisors. He is a dedicated advisor driven by the belief that financial planning can strengthen relationships and bring peace to families. He is passionate about...

Dawn Pyc

Senior Registered Client Service Associate

(716) 580-5747

(716) 580-5742

Dawn.Pyc@lplfinancial.com

Dawn brings almost 40 years of industry experience to MGE Legacy Wealth Advisors. She is an empathetic who thrives on connecting with clients. Dawn genuinely enjoys interactions with clients,...

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.