Legacy Oak Financial

For over 25 years, Legacy Oak Financial has served the Georgetown, Round Rock and Austin metropolitan areas.

Founded initially by Raymond Barron, Legacy Oak Financial started with the strong Texas ties the Barron family has in and around the state of Texas. Much of the Barron family legacy can be found in several of the local communities throughout Texas.

Clint Potts and Raymond Barron began a business relationship to work closely with clients on developing their legacy to pass on. Many a discussion included Baylor vs. Texas Tech, and maybe a friendly lunch wager on the annual game. Our philosophy on working with clients were very similar and always looked to focus on the client's needs first.

We all retire at some point. Raymond made the choice to enjoy his retirement with Beth and the dogs. To spend more time traveling and spoiling the grandchildren.

One of the greatest legacies created through Ray's passion and dedication to his time at Rotary was the creation of the Field of Honor in Georgetown.

 Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA https://www.finra.org/  and SIPC  https://www.sipc.org