Building Legacies Since 1996
Our Legacy
Legacy Wealth Partners began as a relationship-driven practice built on trust, long conversations, and the belief that financial planning should feel personal.
The Beginning in Tampa
Upon moving his financial advisory company to Tampa, Florida, Gary Levin planted the seeds of what would eventually become Legacy Wealth Partners. The commitment was always to serve families, retirees, and business owners through personalized financial guidance. From the beginning, the focus was simple: build meaningful relationships, understand each client’s goals, and provide advice centered around long-term success rather than short-term transactions.
Built on Relationships
In the early years, the firm grew one relationship at a time through face-to-face conversations, thoughtful retirement planning, and a dedication to putting clients first. Trust became the foundation of the practice, as clients turned to the firm not only for investment guidance, but for support navigating life’s biggest financial decisions and milestones.
Levin Financial Is Born
As the practice continued to evolve, the firm formally became Levin Financial — a name that reflected its belief that wealth is about more than numbers. It is about family, stability, opportunity, and the ability to create lasting impact across generations. This milestone marked the beginning of a broader vision for comprehensive financial planning and deeper client partnerships.
Growth Across Florida
Throughout the 2010s, Levin Financial expanded its reach across Central Florida and beyond, serving a growing community of physicians, entrepreneurs, retirees, and business owners. As the client base expanded, so did the firm’s capabilities, offering more comprehensive planning strategies designed to help clients navigate increasingly complex financial lives with confidence.
A Generational Transition
Founder Gary Levin retired and passed leadership to his son, Michael Levin, marking an important generational transition for the firm. While honoring the values and relationships the company was built upon, Michael introduced a modern approach to holistic wealth management, combining technology, expanded planning services, and a renewed focus on delivering personalized client experiences. As the firm evolved, it was rebranded as Legacy Wealth Partners, reflecting its commitment to helping clients build, protect, and preserve their legacies for generations to come.
A Legacy That Continues
Today, Legacy Wealth Partners continues to serve individuals, families, business owners, and retirees throughout Florida and across the country. With decades of experience and a relationship-first philosophy, the firm remains focused on helping clients protect, grow, and pass on what matters most — building financial confidence today while creating legacies for future generations.