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.

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.

Lexington, KY 40507

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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.

Lexington, KY 40502

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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.

Lexington, KY 40509

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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.

Lexington, KY 40507

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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

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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

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.

Lexington, KY 40508

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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.

Lexington, KY 40507

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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.

Lexington, KY 40504

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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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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.

Lexington, KY 40502

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.

Lexington, KY 40509

Website

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