High Knoll Wealth Advisors
About the Business
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High Knoll Wealth Advisors is a trusted fee-only fiduciary wealth management firm located in Lexington, Kentucky. We offer comprehensive financial planning and investment management services to individuals, families, and institutions. Our team takes the time to understand your unique financial goals, actively listening to your desires and communicating clearly to help you make informed decisions. With a commitment to integrity and accountability, we strive to provide tailored investment programs for nonprofits and retirement plan fiduciary services. Recognized as one of the top Financial Planners in Lexington, we are dedicated to providing clear and objective financial planning and guidance to our valued clients. Take your free portfolio risk assessment with us today to discover your Risk Number and start planning for a secure financial future.
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Location & Phone number
115 W Short St, Lexington, KY 40507, United States
Reviews
"I highly reccomend Jonathan Pliszka for any financial planning you may need. After growing in knowledge about finances, I realized real quick we needed to find a RIA (Registered independent advisor). Jonathan fits the ticket. He is clear and transparent. He is the only wealth advisor I know that does not try to help manage your retirement and sell you insurance products or other services. He is down to earth, approachable, friendly, and extremely knowledgeable about the subject of money. We are really grateful to have him in our corner. You won’t go wrong. Give him a shot."
"Jonny is extremely knowledgeable and genuinely loves what he does, helping his clients build for success and navigate life’s ever changing paths. I’ve been working with him for a few years now and am very happy with what we’ve been able to achieve so far. I know I can trust Jonny to put me on the best path based on my short and long term goals, and that he’ll be there to advise me with whatever comes our way. Thanks, Jonny for all you do!"
"I've been working with Jonathan Pliszka at High Knoll Wealth Advisors for several years now, and I can confidently say that he is an exceptional wealth manager. Jonathan's deep knowledge of finance and real-life experience make him an invaluable resource when it comes to navigating complex financial strategies. One thing that really sets Jonathan apart is his passion for helping people. He truly cares about his clients and goes above and beyond to ensure that they feel confident about their financial future. I know that I can always count on him to provide sound advice and guidance, and his personalized approach to financial planning has helped me feel more secure about my retirement. In addition to being a great wealth manager, Jonathan is also a fantastic teacher. He has a knack for breaking down complex financial concepts into easy-to-understand terms, which has helped me make more informed decisions about my finances. Overall, I highly recommend Jonathan Pliszka and High Knoll Wealth Advisors to anyone who is looking for a trustworthy and knowledgeable financial advisor."
"We switched from another financial advisor to High Knoll in 2019. Jonny, our advisor at High Knoll, is so approachable and responsive. He answers our questions, big and small, with concern and without confusing jargon. The planning process felt like we were all on the same team working toward our future goals. I highly recommend High Knoll Wealth Advisors for help and confidence in your financial planning and investing."
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