Consort Financial Partners, LLC

Lexington, Kentucky

5.0 (25 reviews)
Call (859) 254-8330 Visit website →

About

Consort Financial Partners is a fee-based fiduciary firm in Lexington, Kentucky, founded by Wilson Wise, CRPC, a former Air Force veteran and educator. The firm serves veterans, widows, educators, and small business owners, offering holistic financial planning and investment management that encompasses emergency funds, retirement planning, insurance needs assessment, small business transition planning, and estate planning. The advisory process begins with an initial consultation to establish fit, followed by comprehensive financial planning across multiple life areas, with annual account reviews and ongoing client access.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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