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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.
Lexington, KY 40509
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.
Lexington, KY 40507
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.
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.
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.
Lexington, KY 40509
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.
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.
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
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.
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.
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.
Lexington, KY 40508
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.
Lexington, KY 40513
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.
Lexington, KY 40507
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.
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.
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.
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
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.
Lexington, KY 40502
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.
Lexington, KY 40509
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.
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