Accurate Advisory Group - Kentucky

Lexington, Kentucky

5.0 (2 reviews)
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About

Accurate Advisory Group is a Lexington-based financial advisory firm serving high-net-worth families with integrated wealth management, tax planning, and estate planning services. The firm offers clients ongoing access to tax planning and estate planning professionals at no additional hourly charge, along with investment management and alternative investment opportunities through partnerships. The team includes partners with designations in trust and wealth advisory roles, and the firm emphasizes in-house expertise across tax, estate, real estate, and investment disciplines rather than fragmented external referrals.

Firm details

Languages
English
SEC registered
No
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