Dedicated financial life guides
Values are our motivation
At Legacy 360, we firmly believe that values in life are vital to providing WHY we do what we do and HOW we treat our friends and associates along the way.
Our values become the ‘why’ behind everything we do – it’s our motivation.
Foundational values all play a fundamental role at home, at work and in leaving a valuable legacy to our family and communities. Some of our values are: love people without conditions, the Golden Rule (treat others the way you want to be treated), planting and reaping (plant good/reap good), don’t do anything to ruin a good reputation, and the 4 cornerstone values; faith, family, friends and yes, finances.
As a key principle, we listen to you. We learn what you are looking to accomplish (and avoid). Whether you are looking to save for future goals, getting ready to retire, or want to leave a legacy, we are here to help you realistically evaluate and plan for your goals.
Should Ted or Ken and their team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family.
Business Partnership
Ken and Ted began their financial investment career at an advisory firm in Plymouth Meeting PA. It was there that they worked alongside each other and noted that their foundations for life, values and doing business were uniquely similar – they quickly became friends.
In early 2017 Ted Started an Independent Financial Advisory firm “Legacy 360 Financial LLC”. Soon after that he looked Ken up as a potential partner. The timing was just right and Ken came on board as a partner on January 1, 2018.
Are you ready to talk about your financial future?
We can’t wait to help you set up your finances in a way that’s true to your values, while setting your family up for a successful financial future.
The first step is to schedule an appointment so we can understand the needs of your unique situation. Then we talk about a customized plan that feels right for your family.
Community Events
Occasionally we have events that serve the public. Contact us to see what our upcoming community events are.
Let our experience be your guide
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Meet Our Team
Ted Moyer
Ted Moyer, President
Ted is the President of Legacy 360 Financial LLC and holds his Life & Health, Property & Casualty, and series 6, 63 Registered Rep and 65 Investment Advisor Representative licenses.
Ted Grew up in Harleysville, PA about 45 minutes north of Philadelphia. He attended Christopher Dock Mennonite H.S., Eastern Mennonite University and ended his college career at Temple University.
Ted and his wife Joyce have 2 married daughters and one son as well as 2 grandchildren. He loves gardening, plays guitar, can be found helping on a construction project, leading a wine tasting, but mostly loves being with family and friends.
His business background is singularly focused on client services. From serving in the corporate world to educational and religious, Ted thrives finding solutions to his clients needs. Ted began as an insurance professional in 2008 when he and a business partner started an Insurance Agency helping clients with their Medicare options, life insurance, annuities and legacy planning. Later when he passed his securities license he worked at Advisory firms in Plymouth Meeting and Lancaster PA finally starting Legacy 360 Financial LLC.
His favorite quote; “Don’t rush through life, it’s a journey, not a race. Trust in the goodness of people, work harder than everyone else, forgive and forget, tell someone you love them every day, be honest and kind, make time to go to church and remember to say your prayers, laugh whenever you can and leave your worries behind, be honorable, live today like it was your last.”
Contact
Ted@legacy360fwm.com
Phone: 800-887-2981 x1
LinkedIn
Ken Miley
Ken Miley, Vice President
Ken is the Vice President of Legacy 360 Financial LLC and holds his Life & Health and series 6 & 63. Ken has been a long time Southeastern PA resident having been born in Philadelphia he spent most of his youth living in Warminster.
After graduating from William Tennent High School in Warminster, Ken Stayed in PA for secondary education and became a graduate of Lock Haven University.
Ken currently resides in East Greenville in western Montgomery County and is an active member of the community being involved in both the Upper Perkiomen Chamber of Commerce and the Rotary Chapter. In looking for ways to give back to his community, ken was elected to the board of the Upper Hanover Authority.
Ken married in 2016 and is the father of 4 daughters. He spends his free time skiing in the winter and golfing during the other seasons.
Ken's main hobby is gardening. Over years of working and expanding his garden layout, it has resulted in a rather large vegetable garden at home.
Contact
Ken@legacy360fwm.com
Phone: 800-887-2981 x2
LinkedIn
Tim McMurray
Kevin Shea
Rachel Shea
Tina Homan
Let our experience be your guide
