Explore Financial Advisors Serving Lexington, KY

Ballast is a Lexington-based financial advisory firm offering personalized wealth management, retirement planning, and estate optimization services. We combine deep industry expertise with a client-centric approach to create tailored financial strategies that adapt to life's changing circumstances. Our comprehensive advisory solutions prioritize long-term security while addressing immediate financial needs through transparent, education-focused guidance.

ProActive Advisors provides fee-only fiduciary wealth management, financial planning, and investment advisory services. We specialize in tax-efficient strategies, retirement planning, and asset protection for individuals, retirees, and business owners. Our client-centric approach integrates financial, legal, and tax expertise to optimize after-tax returns and long-term wealth growth.

Pulse Wealth provides tailored financial planning services for medical sales professionals, focusing on tax-efficient strategies, investment management, and retirement planning. Our fee-only fiduciary model ensures transparent advice aligned with clients' unique income structures and career goals. We deliver personalized solutions through quarterly reviews and a flat monthly fee of $550 per household.

Foster Investment Service provides fiduciary-based investment management and financial planning solutions in Lexington, KY. Specializing in portfolio management for individual and institutional clients, we focus on capital preservation through diversified strategies including dividend growth investing and fixed income securities. Our fee-only structure ensures complete transparency while serving Central Kentucky clients with personalized financial solutions.