# Munro Legacy Planners LLC

Munro Legacy Planners LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://munrolegacyplanners.com

## Regulatory record

- **CRD number:** 155079
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155079

## About

Munro Legacy Planners is a full-service financial firm committed to helping people pursue their financial goals. They offer a wide range of financial products and services to individuals and business owners, with a fiduciary approach that puts planning first. They focus on retirement planning, insurance, investing, estates and trusts, and tax planning.

## People

- Barry V. Munro — President / Financial Advisor
- Tara Vigilanti — Client Services
- James Cline — Case Development
- Sonya McFarland — Executive Assistant
- Tony Lavine — Senior Director

## Related profiles

- [Lamplighter Capital Management](https://altss.com/profile/lamplighter-capital-management)
- [Miller Asset Solutions LLC](https://altss.com/profile/miller-asset-solutions-llc)

---

Last updated: 2026-08-11T15:07:34.613Z

Canonical page: https://altss.com/profile/munro-legacy-planners-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology