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Dividend Lifestyle

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Helping You Build a
Smarter, More Confident
Financial Future

Personalized wealth planning for individuals, families, and business owners. At Dividend Lifestyle, we believe successful investing starts with clarity, discipline, and a long-term perspective. As a Raymond James-affiliated advisor, we provide independent guidance designed to help you navigate life’s financial decisions with confidence.

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Meet Rob Legenhausen

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UNMATCHED EXPERIENCE IN DIVIDEND-FOCUSED WEALTH MANAGEMENT

At Raymond James, we help individuals and families pursue long-term financial strength through disciplined, income-focused investment strategies. As a trusted financial services firm with more than 60 years of history, Raymond James is built on independent advice, personalized planning, and a commitment to putting clients first.

Guided by Rob Legenhausen, CFP®, CLU®, a seasoned financial advisor with over 20 years of industry experience, clients receive personalized guidance rooted in clarity, discipline, and long-term vision. Rob’s role is to simplify complex financial decisions and help individuals stay focused on what matters most — building reliable income, protecting capital, and creating a secure financial future.

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WHY CHOOSE US

A SIMPLE, STRUCTURED PATH TO LONG - TERM FINANCIAL CONFIDENCE

Our process is built on one core principle — clarity before complexity. We begin by understanding your goals, income needs, and long-term vision. From there, we design a personalized dividend-focused strategy supported by disciplined portfolio construction and ongoing guidance.

Through every market cycle, our process remains focused on stability, education, and consistent income — backed by the experience and resources of Raymond James.

  Discovery & Goal Alignment

 Ongoing Guidance & Adjustments

Structured Portfolio Management

 Personalized Dividend Strategy

LET ME BE THE QUARTERBACK

Financial Advisor

Rob Legenhausen personally manages your investment strategy, ensuring your portfolio stays aligned with your goals, risk tolerance, and long-term vision. He acts as your primary financial strategist, coordinating every moving piece of your financial plan.

CPA

 

We don’t prepare taxes — but we work closely with trusted CPAs who understand your full financial picture. This ensures your tax strategy supports your investment plan, retirement goals, and wealth-building strategy.

Estate Planning

While we are not attorneys, we coordinate directly with your estate planning attorney — or a trusted referral — to make sure your estate documents are properly structured and fully aligned with your financial accounts and legacy goals.

 

Life Insurance

We do not sell insurance products, but we work alongside vetted insurance professionals to ensure your protection strategies are designed correctly to support your family, assets, and long-term financial plan.

 

Professionals focused on helping you protect,grow, and
manage your wealth with clarity and discipline.

Smart Planning

For Your Financial Future

What we do
Dividend & Income Planning

Strategic income planning designed to help you build dependable cash flow while managing long-term market risk.

Personal Wealth Management

Customized investment strategies built around your goals, risk tolerance, and long-term financial vision.

Retirement Planning

Thoughtful planning to help you transition confidently into retirement with stability and structure.

Investment Education & Guidance

Clear education and ongoing insights designed to help you understand your investments and financial decisions.

Meet
Our Team

At Dividend Lifestyle, our team is made up of experienced professionals dedicated to helping individuals and families navigate their financial journey with confidence. Each member of our team brings a disciplined, thoughtful approach to long-term planning and investment guidance.

Working alongside Raymond James, we focus on delivering personalized strategies rooted in education, risk awareness, and long-term financial stability. Our goal is simple — to help you make informed decisions with clarity and confidence.

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We deliver
exceptional results.

Katrina Hopkins
Katrina Hopkins

Client Relationship Manager

Carter Webb
Carter Webb

FINANCIAL ADVISOR

* FINANCIAL ADVISOR CLU®, CPFA®

Rob Legenhausen
Rob Legenhausen

FINANCIAL ADVISOR

1766341796

Free Guide

Download Our Free Guide

Get “The 5 Dividend Questions You Should Ask Yourself Before Investing in Stocks“ to help ensure you’re getting the best deals at the best price. This guide provides essential insights for making informed investment decisions.

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Latest Podcast Releases:

The Dividend Lifestyle Podcast | Ep. 03 | Rob Legenhausen & Cress Diglio
podcast
February 12, 2026

The Dividend Lifestyle Podcast | Ep. 03 | Rob Legenhausen & Cress Diglio
The Dividend Lifestyle Podcast | Ep. 02 | Rob Legenhausen & Michael Clark
podcast
February 12, 2026

The Dividend Lifestyle Podcast | Ep. 02 | Rob Legenhausen & Michael Clark
The Dividend Lifestyle Podcast | Ep. 01 | Rob Legenhausen & Ric Perez
podcast
February 3, 2026

The Dividend Lifestyle Podcast | Ep. 01 | Rob Legenhausen & Ric Perez