Laurels

Best Financial Advisors in Lexington
2021

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.

Read more about our selection process

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.

Lexington, KY 40508

Website

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.

Lexington, KY 40513

Website

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.

Lexington, KY 40503

Website

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