Profiles

Niche of the Week: Farmers and tradespeople

Reagan Darrah / Mar 10, 2025
Legacy Wealth chief executive Laura Dix helps agriculturalists and skilled trades workers manage the demands of their businesses while also encouraging long-term financial planning, investing and saving.
Unlike many traditional types of investors, farmers and tradespeople often have the bulk of their wealth tied up in land, equipment or their businesses, making liquidity and long-term planning particularly complex. Rising costs, shifting market dynamics and the need for financial resilience add layers of difficulty to their financial strategies.
Laura Dix, the chief executive of LPL Financial-affiliated practice Legacy Financial, specializes in advising this community. In the below conversation, Dix walks us through the challenges of helping clients navigate economic downturns, develop succession plans for the next generation and uncover new revenue streams in an evolving landscape.
Laura Dix - Legacy Financial

Laura Dix 

Chief executive, wealth advisor

Legacy Financial

HQ: Woodburn, OR

AUM: $464m

CW: How did you end up specializing in advice for farmers and tradespeople and what do you enjoy most about working with them?
LD: Serving agriculture and trades started as nepotism but I grew up in an agricultural community as the...
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