21 advisors with offices in Lexington. Credentials, fee structures, and minimums are disclosed on each listing.
Lexington, Kentucky
Accurate Advisory Group operates in Lexington, Kentucky and offers financial planning services. The firm serves clients in English.
View detailsLexington, Kentucky
American Trust Wealth is based in Lexington, Kentucky and provides estate planning and investment management services. The firm specializes in estate planning matters for clients seeking to structure their assets and accounts.
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Aurora Financial Consultants is an investment advisory firm located in Lexington, Kentucky. The firm provides financial advisory services to clients in the region.
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Bluegrass Investment Company operates in Lexington, Kentucky and provides investment management and retirement planning services. The firm specializes in retirement planning for its clients.
View detailsLexington, Kentucky
Bright Financial Planning is a financial planning firm based in Lexington, Kentucky. The firm provides financial planning services to clients in the area and operates in English
View detailsLexington, Kentucky
Cetera Investors - Triple Crown Financial is located in Lexington, Kentucky and provides financial planning services. The firm operates as a Cetera Investors affiliate. Additional details about specialties, fee structure, and advisor credentials are not specified.
View detailsLexington, Kentucky
Consort Financial Partners, LLC is located in Lexington, Kentucky and operates as an investment-advisory firm. The firm serves clients in English and maintains a 5-star rating on Google based on 25 reviews.
View detailsLexington, Kentucky
Dupree Financial Group is based in Lexington, Kentucky and operates as an investment advisory firm. The firm has a 5-star rating on Google based on 24 reviews. Additional details about specialties, services, fee structure, and advisor credentials are not currently available.
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Family Financial Partners is a financial planning firm based in Lexington, Kentucky. The firm provides financial planning services to clients in the region.
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Five Star Life and Wealth is based in Lexington, Kentucky and provides financial advisory services. The firm operates in English and has received positive feedback from clients.
View detailsLexington, Kentucky
Harris Federal Financial Advisors is a financial planning firm based in Lexington, Kentucky offering retirement planning, investment management, and financial planning services. The firm operates in English and serves clients seeking guidance on retirement and investment strategies.
View detailsLexington, Kentucky
JT Davis Asset Management is based in Lexington, Kentucky and provides financial planning and investment management services. The firm holds a 4.5-star rating on Google based on eight client reviews. Specific details about fee structures and advisor credentials are not publicly listed.
View detailsLexington, Kentucky
Jeremy Chase at Meridian Wealth Management, LLC is located in Lexington, Kentucky and provides investment management and retirement planning services. The firm holds CFA credentials and specializes in wealth management alongside its core service offerings.
View detailsLexington, Kentucky
Joseph McFarland at Meridian Wealth Management, LLC in Lexington, Kentucky provides investment management and retirement planning services. The firm holds CFA credentials and serves clients in English
View detailsLexington, Kentucky
Wirehouse
Merrill Lynch Wealth Management operates in Lexington, Kentucky, offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management to clients in the region.
View detailsLexington, Kentucky
Insurance-Based
Northwestern Mutual operates in Lexington, Kentucky, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates as an insurance-based advisor. Services are provided in English.
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Independent RIA
Paradigm Partners UBS Financial Services is an independent registered investment advisor based in Lexington, Kentucky. The firm provides investment management, financial planning, retirement planning, estate planning, and insurance analysis services. Services are conducted in English.
View detailsLexington, Kentucky
Peter McFarland at Meridian Wealth Management, LLC in Lexington, Kentucky provides investment management and retirement planning services. The firm holds CFA credentials and serves clients in English. Specific fee structures and additional service details are available upon inquiry.
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Russell Capital Management is located in Lexington, Kentucky and provides investment advisory services. The firm operates primarily in English. Additional information about specialties, service areas, fee structures, and team credentials is not available.
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Seals Financial Planning & Investments is a financial planning firm located in Lexington, Kentucky. The firm provides financial planning services to clients in the area. It holds a 4.7-star rating based on 13 Google reviews.
View detailsLexington, Kentucky
Thrivent - Inspired Wealth Advisors operates in Lexington, Kentucky, offering estate planning, financial planning, insurance analysis, and investment management. The firm specializes in insurance planning as part of its broader advisory services.
View detailsAdvisors serving Lexington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kentucky's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.