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Best Financial Advisors in Lexington
2021

We scored 84 Financial Advisors in Lexington, KY and Picked the Top 20

Here are the Picks:

Alliance Financial Planning

Ballast, Inc.

Context Financial LLC

Dupree Financial Group

Investments & Financial Planning LLC

Joule Financial

Keystone Financial Group

Lee Helmers Certified Financial Planner

Legacy Wealth Management

Lexington Wealth Management

Moneywatch Advisors

Moneywise, Inc.

Pierce Financial Planning, Inc.

ProActive Advisors, LLC

R.L. Brown Wealth Management

SeaCure Advisors

The McNay Group

Townsend Financial Planning, LLC

Wallace Hart, LLC

Wrenne Financial Planning

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lexington Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 84 58 20

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Alliance Financial Planning

Alliance Financial Planning is a Lexington-based, independent financial planning firm founded in 2014. Its advisers work for the client rather than outside third parties. The company offers investment and asset management, including bonds, stocks, brokerage accounts, and IRAs. Financial planning services include retirement and estate planning, college tuition plans, and profit sharing plans, and clients also have access to different life and disability insurance options.

Click to Call

Lexington, KY 40509

Website

(859) 977-6006 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

25 (Best)

Score Consistency:

Consistent (Best)

Ballast, Inc.

Ballast, Inc. is a financial advisory company in Lexington. The company was founded in 2005 under the name Boardman Wealth Planning. It uses a collaborative approach to money management and each client receives an individualized plan based on their goals and needs. The company's main focus is on investment and asset management.

Click to Call

Lexington, KY 40507

Website

(859) 226-0625 Website

Context Financial LLC

Context Financial is located on Kentucky Avenue in Lexington. The company founder, Tom Ackerman, began his career in the insurance industry in 1980. After realizing a more comprehensive health financial plan was necessary, Tom began offering health-related financial services. Context Financial helps clients pick and manage investments and offers options for insurance policies.

Click to Call

Lexington, KY 40502

Website

(859) 514-1999 Website

Dupree Financial Group

Dupree Financial Group was founded on the principle that long-term client relationships are key to successful wealth management. The company monitors the client's assets and makes plan changes as the client's needs change. Tom Dupree founded the Lexington-based firm in 2003, focusing on clients who are preparing for retirement or already retired.

Click to Call

Lexington, KY 40507

Website

(859) 233-0400 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Investments & Financial Planning LLC

Investments & Financial Planning LLC is a Lexington RIA firm. Its independent ownership means that advisers are free to work in their clients' best interest. Clients receive fee-based financial planning services, including consultations, education planning, retirement planning, insurance planning, and investment portfolio management. Investments & Financial Planning's managing partners have over two decades of combined experience in the industry.

Click to Call

Lexington, KY 40509

Website

(859) 543-8188 Website

Joule Financial

Joule Financial is an independent fiduciary founded in 2001, with offices in Lexington and Louisville. It's a financial planning firm that serves prospective retirees, working professionals, and small business owners. The company focuses on providing people with comprehensive retirement plans and financial management to meet each client's individual goals.

Click to Call

Lexington, KY 40507

Website

(859) 881-0777 Website

Keystone Financial Group

Keystone Financial Group has been serving Lexington, Ashland, Leitchfield, Mt. Sterling, and Somerset since 2008. The founding partners worked together to create a client-centered, independent firm, and its financial advisers provide solution-based advice and individualized plans to its client. Its services include comprehensive financial planning, retirement planning, estate planning, and portfolio management. It also offers multiple investment management options.

Click to Call

Lexington, KY 40503

Website

(859) 317-8316 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Lee Helmers Certified Financial Planner

Lee Helmers Certified Financial Planner is a registered financial representative in Lexington who offers financial planning and investment advice. Investment advice is delivered through Keystone Financial Group, while financial planning comes through LPL Financial. Lee Helmers combines financial advising with modern technology to help automate investment solutions.

Click to Call

Lexington, KY 40508

Website

(859) 309-9791 Website

Legacy Wealth Management

Legacy Wealth Management is a Lexington-based wealth management firm that helps clients prepare for retirement. The managing partners have more than five decades of combined industry experience, and they focus on each client's individual needs, desires, goals, and personal objectives. Legacy Wealth Management offers comprehensive financial planning services, insurance plans, advice, and a number of investment services.

Click to Call

Lexington, KY 40504

Website

(859) 296-1200 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Lexington Wealth Management

Lexington Wealth Management was founded by David Dedman, a retirement planning specialist with more than two decades of industry experience. The company helps Lexington clients clarify and control their financial goals. In addition, it offers investment and wealth management services to help grow client assets.

Click to Call

Lexington, KY 40513

Website

(859) 225-2596 Website

Moneywatch Advisors

Moneywatch Advisors has been providing the Lexington community with financial advice since 1980. It offers comprehensive financial planning on a fee-only basis to help clients meet their goals regardless of their current circumstances. It offers retirement planning opportunities that allow clients to save for an ideal retirement, and the firm's experienced advisers develop an investment strategy for each client's assets. Moneywatch Advisors manages investment portfolios on a long-term basis.

Click to Call

Lexington, KY 40508

Website

(859) 268-1117 Website

Moneywise, Inc.

Moneywise, Inc. is a fee-only financial planning company that's served the Kentucky area for two decades. All its advisers are certified financial planners, and the firm's independent status ensures they can focus on the client. Its services include organized plans that simplify their financial lives, investment advice from industry experts, and guidance through transitional life's transitional stages.

Click to Call

Lexington, KY 40513

Website

(859) 266-3207 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Pierce Financial Planning, Inc.

Pierce Financial Planning, Inc. offers financial planning services on an hourly basis. Rather than having an ongoing relationship, the company works with clients on an as-needed basis to provide clients with more flexibility. It helps people plan for retirement, college, or other important milestones. In addition, its services are open to all individuals regardless of net worth. Pierce FP is based in Kentucky but has been serving people all over the United States since 2001.

Click to Call

Lexington, KY 40507

Website

(859) 224-4790 Website

ProActive Advisors, LLC

ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning, and career guidance.

Click to Call

Lexington, KY 40504

Website

(859) 263-1117 Website

R.L. Brown Wealth Management

R.L. Brown Wealth Management is located in Lexington. The financial planning company helps clients create a plan through the streamlined Wealthprint process. After a consultation, clients receive a customized financial plan, which advisers help them implement. Clients have a long-term relationship with R.L. Brown Wealth Management as the company monitors their financial successes.

Click to Call

Lexington, KY 40507

Website

(859) 317-5889 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

SeaCure Advisors

SeaCure Advisors is a financial planning firm that covers all aspects of financial planning. The company serves institutional investors and customers by providing customized plans to meet goals. Its offices are located in Lexington, KY, and Sarasota, FL. Founded in 2001, SeaCure Advisors offers comprehensive planning for all stages of life, as well as information about life transitions.

Click to Call

Lexington, KY 40507

Website

(877) 328-4037 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

25 (Best)

Score Consistency:

Consistent (Best)

The McNay Group

The McNay Group has been run by the McNay family for more than three decades. The Kentucky company offers a range of services from financial planning to settlements. Financial advisers help clients with school tuition funding, estate and retirement planning, investment advice, financial coaching, and advice for lottery winners. In addition, the company helps with many aspects of settlement planning.

Click to Call

Lexington, KY 40503

Website

(859) 626-3600 Website

Townsend Financial Planning, LLC

Townsend Financial Planning, LLC, was founded by Melody Townsend, CFP(r). The investment management firm is based in Mount Sterling, Kentucky, with additional offices in Lexington and Louisville. Townsend provides investment advice and fee-only financial planning to families and individuals of all income levels. In addition, Townsend Financial Planning, LLC, offers a holistic wealth management service.

Click to Call

Lexington, KY 40502

Website

(859) 498-2020 Website

Wallace Hart, LLC

Wallace Hart, LLC is a Lexington-based wealth management firm. The company was created by industry experts with more than two decades of experience on Wall Street. Its comprehensive approach to wealth management includes investment advice and financial planning. Clients receive services such as evaluation of goals, retirement strategy, risk management advice, estate planning help, and cash flow analysis.

Click to Call

Lexington, KY 40509

Website

(859) 300-3030 Website

Wrenne Financial Planning

Wrenne Financial Planning is a fee-only firm that provides physicians and dentists with financial planning. The company helps clients integrate and manage their investments. It also focuses on areas like student loan planning and public speaking workshops. The Lexington office has been serving the community since 2014.

Click to Call

Lexington, KY 40502

Website

(859) 538-6044 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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