Fiduciary advisors in Lexington, KY

Lexington, Kentucky

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.

Lexington, Kentucky

American Trust Wealth is an investment advisory firm in Lexington, Kentucky. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Lexington, Kentucky

Aurora Financial Consultants operates offices in Lexington and Crestview Hills, Kentucky, serving individuals, families, and business owners. The firm provides financial planning and advisory services including retirement planning, investment management, tax planning, and business financial services through a team of experienced advisors.

Lexington, Kentucky

Blueprint Financial Advisors, operating as Bluegrass Investment Company in Lexington, Kentucky, is an SEC-registered investment adviser offering investment management and retirement planning services. The firm conducts securities transactions through affiliated FINRA member Maplewood Investments, Inc.

Lexington, Kentucky

Bright Financial Planning is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Lexington, Kentucky

Triple Crown Financial is an independent financial advisory firm in Lexington, Kentucky, offering financial planning services with a focus on personalized strategies aligned to individual goals and circumstances. The team, with over 50 years of combined experience, works with clients on retirement planning, education funding, estate planning, tax-efficient income strategies, and risk management, and maintains particular expertise in public school 403(b) plans and public pension vehicles including KTRS and CERS. The firm operates as fiduciaries and emphasizes direct client relationships and transparent communication in developing financial strategies.

Lexington, Kentucky

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.

Lexington, Kentucky

Dupree Financial Group is an investment advisory firm in Lexington, Kentucky. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Lexington, Kentucky

Family Financial Partners is a fee-based financial planning firm in Lexington, Kentucky that works with families to develop customized financial plans addressing legal, tax, investment, insurance, and estate matters. The firm takes a comprehensive approach that considers clients' complete financial situation and long-term objectives, with team members including David Smyth and Alex. They conduct initial complimentary consultations and ongoing quarterly reviews to help clients work toward stated financial goals.

Lexington, Kentucky

Five Star Life and Wealth is a Lexington, Kentucky–based financial advisory firm that serves individuals and businesses with retirement planning, life insurance strategies, Social Security guidance, and income planning. The firm offers targeted education and planning services for women and provides a digital document storage platform called Generational Vault. Services include coordination with tax professionals and risk analysis, with referral relationships to Gradient Investments, LLC for investment management.

Lexington, Kentucky

Harris Federal Financial Advisors serves federal employees in Lexington, Kentucky, with financial planning centered on retirement and benefits administration. The firm's team includes a Certified Financial Planner and a Certified Federal Retirement Consultant among its partners, collectively bringing over two decades of experience in federal employee benefits and retirement strategy. The practice addresses TSP management, Social Security timing, survivor annuity elections, life insurance, and tax planning specific to FERS and federal retirement programs.

Lexington, Kentucky

JT Davis Asset Management is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Lexington, Kentucky

Jeremy Chase at Meridian Wealth Management, LLC is an investment advisory firm in Lexington, Kentucky. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. Its advisors hold CFA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

Lexington, Kentucky

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lexington, Kentucky. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 7 Google reviews.

Lexington, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lexington, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Lexington, Kentucky

Independent RIA

Paradigm Partners is an independent registered investment advisory firm in Lexington, Kentucky, operating under the UBS brand. The firm serves business owners with assets exceeding $5 million, high-net-worth individuals, and families, with an average relationship size around $2 million, providing estate planning, financial planning, insurance analysis, investment management, and retirement planning services. The team includes Managing Directors Mark Korona and David Demarest, both Senior Vice Presidents with backgrounds in wealth management and both holding Certified Exit Planning Advisor (CEPA) designations, along with support staff including a Financial Advisor and Wealth Strategy Associate. The firm specializes in business succession planning, exit strategies, and post-liquidity wealth management, having facilitated approximately $210 million in transactions since 2015.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services with a focus on integrating multiple aspects of clients' financial lives. The firm's team brings 50 years of combined experience and includes professionals with CFA credentials. The firm works with clients to develop strategies around asset allocation, tax considerations, and estate planning aligned with individual objectives.

Lexington, Kentucky

Russell Capital Management is an investment advisory firm in Lexington, Kentucky. The office has a wheelchair-accessible entrance. The office is open daily.

Lexington, Kentucky

Seals Financial Planning & Investments is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 13 Google reviews.

Lexington, Kentucky

Thrivent - Inspired Wealth Advisors is an investment advisory firm in Lexington, Kentucky. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.