Connect with Top-Rated Financial Planners in Lexington!

Legacy Wealth Management is a committed wealth management firm headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life's stages. Our personalized approach focuses on our clients' needs, wants, financial goals, and objectives. Whether planning for retirement, saving for college, or creating an estate plan, our experienced team can help take the mystery out of preparing for the future.

Ballast provides comprehensive financial services to help individuals and families achieve their goals and protect their financial well-being. Our team of experts offers personalized planning, investment management, and wealth protection strategies to optimize financial results. Whether you're just starting to plan for the future or already well-established, our team is dedicated to helping you make the most of your hard-earned money.

Wealth Management of Kentucky, Inc. provides comprehensive wealth management services, including investment management, retirement strategies, estate conservation, and insurance and annuity products. Our team of experienced professionals works closely with business owners, farmers, high net worth families, and investors to create personalized financial plans tailored to their unique needs and goals. With a focus on building long-term relationships, we strive to be our clients' trusted advisors, providing unbiased opinions and expert guidance to help them achieve financial success.

Russell Capital Management is a wealth management company that provides customized solutions for high net worth families, charitable foundations, and endowments. Our team of experienced advisors work with clients to create and preserve wealth, ensuring that their financial goals are met. From trust and estate planning to investment management and philanthropic services, we provide a holistic approach to wealth management. Our expertise allows us to be highly responsive, providing tailored solutions to our clients' unique needs.

LexInvest Wealth Advisors provides personalized financial planning, portfolio management, and investment advice to professionals, families, and institutions. Our team of experienced advisors takes a proactive and professional approach to helping clients achieve their financial goals, leveraging cutting-edge technology to accommodate geographically agnostic relationships and provide convenient virtual interactions.

ProActive Advisors is a premier financial services firm dedicated to providing personalized wealth management solutions to individuals, families, small business owners, and private trusts. With a full range of services, including financial planning, tax planning, estate planning, and business consulting, we help our clients achieve their financial goals and protect their wealth. Our team of experienced professionals utilizes a comprehensive approach to understand each client's unique situation, identify areas of strength and opportunity, and leverage this knowledge to enhance their financial well-being.

Rodgers & Associates is a fee-only financial advisory firm that specializes in providing personalized guidance to high-net worth individuals, helping them reach financial independence and plan for a secure retirement. Our team of Certified Financial Planners offers a comprehensive approach to retirement planning, addressing financial, personal, and healthcare considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice. With offices in Central Pennsylvania and serving clients across the country, we focus on protecting our clients' wealth and planning their financial futures.

Pulse Wealth is dedicated to transforming your medical sales career into wealth. Money presents unique challenges for medical sales professionals. While few careers match the financial potential of medical sales, increased income, tax obligations, and professional demands can result in costly errors and feelings of falling behind. At Pulse, you will receive personalized guidance in financial planning, investment management, and tax planning services. You will regain control of your finances and build wealth with intention.

As an experienced financial advisory firm, we offer personalized assistance to individuals and small businesses in the areas of financial planning and investment management. Our team of experts helps clients achieve their financial goals and objectives through tailored strategies and guidance. With over 22 years of experience, we understand the importance of trust, confidence, and emotional support in forming and implementing suitable financial strategies. Our services include retirement planning, investment management, and insurance solutions. Our experienced financial advisor, Amy Smith Harper, is a CERTIFIED FINANCIAL PLANNER professional with a strong background in finance, personnel, and operations management. She has also served as an Officer in the United States Army and has a degree from the United States Military Academy at West Point.

Foster Investment Services, founded in 2017, is a registered investment advisor providing investment management services to clients with the primary goal of delivering superior risk-adjusted investment returns. Our focus is on the preservation of capital and we strive to offer honest service, prudent investments, and reasonable fees. We cater to individual and joint accounts, IRAs, custodian accounts, 401K rollovers, and trust accounts.

OneCommonwealth Financial Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.