Best Financial Advisors in Lexington

Alliance Financial Planning, formerly known as GCH Wealth Management, provides financial advisory services in Lexington. Since 2014, it has been addressing the financial planning needs of a range of clients, including families, businesses, retired couples, and LGBTQ+ community members. Its team offers various investment types, such as mutual funds, stocks, annuities, and bonds. It also plans retirement income, estates, and insurance. Additionally, employee benefit plans and executive bonus plans are available. The firm's lead advisor, Dianne Verhalen, is a Certified Financial Planner.

Alpha Financial Partners caters to individuals, families, and businesses in the Lexington metro and the surrounding communities. It helps clients achieve their financial goals by offering wealth management services. These include education and financial planning, estate planning and gifting, and portfolio and risk management. The firm also provides business value acceleration and cash management and addresses capital sourcing and employee benefits. Marc I. Cobane, a co-founder, brings over 20 years of industry experience. He holds the AWMA, CEPA, and CRPS designations.

Context Financial provides wealth management solutions to clients in Lexington and the surrounding areas. Its team helps clients in defining and achieving their personal goals through the company's financial life planning services. In addition, advisors from the firm assist in choosing and managing clients' investments. Context Financial also offers options for insurance policies that protect customers against future losses. Josh Ackerman, the founder's son, joined the company in 2009. He is a Certified Financial Planner and a member of the Financial Planning Association.

Duncan Gardiner has been a Thrivent financial adviser since 2016. He counsels individuals and couples in Lexington who are looking for financial freedom through retirement income planning, college provision, investment management, and charitable giving, as well as long-term preparation for care, death, and disability. Gardiner is a CFP. Prior to being a financial adviser, he was president of Kentucky Bank for more than two decades. Thrivent is a Fortune 500 membership-owned organization established in 1902.

Investment Services offers financial planning and consultation for clients in Lexington and neighboring areas. It can review the portfolio of assets for both homeowners and businesses. This includes different IRA plans, tax forms, common stock, and bonds. The company can help them predict the outcomes of different investments and how they can affect their retirement or higher education funds. Investment Services was founded by Douglas Donald, a Certified Public Accountant, Certified Personal Financial Specialist, Chartered Retirement Planning Counselor, and Certified Divorce Financial Analyst.

Joule Financial is a full-service agency headquartered in Lexington. It has been helping clients throughout the country identify and quantify their financial objectives and goals for more than 20 years. Joule Financial provides services such as investment management, wealth development, financial planning, and retirement planning. Its retirement and financial planning process includes fact-finding to determine clients' financial status and future financial goals, initial plan development, plan implementation with dynamic updates, and ongoing communication with the client throughout the process.

Keystone Financial Group is an advisory firm helping businesses and individuals in Lexington reach their financial objectives. It offers financial services such as retirement planning, portfolio management, comprehensive financial planning, and estate planning. It also provides solution-based advice on insurance planning, risk management, and education planning. Keystone Financial Group was established in 2008. Alan Watts, a financial advisor at the company, started his career in financial services in 2004. He has the Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor designations.

MCF has been providing financial solutions to Lexington individuals, families, and businesses for almost two decades. The firm creates financial plans based on client goals and budget. In addition to financial planning, its wealth management division provides investment management and develops retirement, estate, business, caregiver, and eldercare plans. Its other services include tax preparation, personal insurance, and personal CFO. In 2020, the company was recognized by Financial Advisor Magazine as a Top Registered Investment Adviser.

Meridian Wealth Management, LLLC., is a financial advisory company that operates in Lexington. It caters to homeowners, local businesses, high-earning individuals, experienced investors, and non-profit organizations. The company can examine a client's portfolio to find risky investments and stocks. It can also build a customized financial strategy to fund retirement plans. Since the company was established in 2010, it has served over 900 families throughout the country. Its founder, Greg Couch, is a member of the Appalachian Regional Health Care board.

Moneywatch Advisors is a Registered Investment Advisor in Lexington. It assists clients in financial planning, wealth and investment management, and risk management and insurance. It also helps families with education and family support services and estate planning. For business owners, the firm offers options on employee retirement and savings plans. Moneywatch Advisors currently manages over $135 million of assets. Its president, Ramsey Bova, founded the firm in 1980. Bova is a Certified Financial Planner.

Moneywise, Inc., is a consulting and advisory firm that renders its services in the Lexington metro and nearby locations. It provides customized financial advice and investment management services to individuals and small business owners. Its consultants assist clients in organizing and simplifying their finances by designing a personalized framework for them. In addition, the company can facilitate challenging family discussions regarding finances. The team of Moneywise has more than 45 years of collective experience.

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.

SeaCure Advisors is an investment firm that has been helping businesses and individuals in the community of Lexington and surrounding areas since 2014. It provides various life planning services, such as investments planning, assets under management, retirement planning, insurance, and estate planning. Its founder and financial advisor, Carolyn Howard, has been in the industry for more than 17 years. She was named one of Boston's top wealth managers in Boston Magazine for three consecutive years.

Succession Wealth Planning is a group that provides Lexington clients with wealth management services. Its staff of financial advisors creates financial plans based on the goals and capacities of its clients. Mac Jarboe, Jr. and Greg Bagdasaryan, the team's owners, oversee a team with over 30 years of combined expertise. In addition to financial planning, the firm provides business planning, investment advisory, insurance, and workplace benefit planning. It provides retirement and investment calculators to its clients.

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.

UBS Financial Services Inc. caters to clients in Lexington and the surrounding communities. Its line of services includes education financing and multigenerational planning, including discussions about business transition, inheritance, insurance, and wealth transfer. In addition, the firm helps clients preserve their lifestyles by offering retirement planning services. Matthew Fresca, the firm's branch manager, holds both Certified Financial Planner and Chartered Financial Consultant designations. He brings more than 15 years of experience in the financial industry.

VFG Wealth Management and Benefit Solutions is an independent firm that caters to clients in Lexington. Its staff can perform financial reviews, analyzing the client's financial areas and identifying any issues present. The firm can also handle investment management. Its management process involves economic trend analysis, risk assessment, and portfolio construction and management. Jason Young, one of the firm's investment advisors, has been working in the financial planning industry since 1999. He actively supports organizations such as Habitat for Humanity and the Downtown Lexington Corporation.

WealthSouth is a financial planning company that serves clients across the Lexington metro. It offers strategic wealth planning services and guides clients on portfolio management, estate planning, and risk management. The company likewise provides private banking solutions, like cash and deposit management. It also deals with employee stock ownership plans and discretionary investment management solutions. John Cadwell, one of the company's wealth management advisors, has over 10 years of experience in finance and is a board member of the non-profit organization FoodChain.