Best Financial Advisors in Lexington

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 92 66 28

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

Derman & Smith Personal Wealth Management LLC

  • Certified Financial Planner (CFP)

Derman & Smith Personal Wealth Management LLC is a financial advisory company located in Lexington. Its co-founder Amy Smith Harper has over 22 years in the financial services industry. She is a Certified Financial Planner who provides personalized guidance to individuals and small businesses in financial planning and investment management, with added focus on assisting women in their finance-related needs. Prior to becoming a financial advisor, Amy served as an officer in the US Army, handling finance, personnel, and operations management.

535 Wellington Way
Lexington, KY 40503


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


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


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