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Dynamic Legacy PlanningFinancial advisor in Greenfield, IN

Dynamic Legacy Planning is a financial advisor at 17 N Pennsylvania St, Greenfield, IN 46140, ranked #3 of 200 financial advisors in Greenfield and rated 5.0 from 32 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Greenfield, INUpdated 0 paid placements in any rankingHow we rank

Call (317) 477-7283Website ↗

Key facts

Key facts about Dynamic Legacy Planning
Address17 N Pennsylvania St, Greenfield, IN 46140Get directions
Phone(317) 477-7283
Websitedynamiclegacyplans.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 12 PM
Google rating5.0 from 32 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Greenfield and 11 towns within 25 miles: Lawrence, Fishers, Beech Grove, Shelbyville, Broad Ripple, Indianapolis, Greenwood, Noblesville, Anderson, Carmel and New Castle.

Based in Greenfield, INView on map

Opening hours

Opening hours for Dynamic Legacy Planning
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 12 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Dynamic Legacy Planning

How is Dynamic Legacy Planning ranked in Greenfield?

Dynamic Legacy Planning is ranked #3 of 200 financial advisors in Greenfield by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Dynamic Legacy Planning’s hours?

Dynamic Legacy Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Dynamic Legacy Planning serve?

Serves Greenfield and 11 towns within 25 miles: Lawrence, Fishers, Beech Grove, Shelbyville, Broad Ripple, Indianapolis, Greenwood, Noblesville, Anderson, Carmel and New Castle. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Dynamic Legacy Planning?

Dynamic Legacy Planning has a rating of 5.0 from 32 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Dynamic Legacy Planning?

Call Dynamic Legacy Planning on (317) 477-7283. The business is at 17 N Pennsylvania St, Greenfield, IN 46140. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Dynamic Legacy Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Dynamic Legacy Planning (this business)—735.0 (32)NoNo
Winters Financial Group#1795.0 (276)NoNo1.0 mi
Creative Financial Group#2735.0 (195)NoNo21.7 mi
Blend Wealth#4715.0 (72)NoNo16.9 mi

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