ProActive Advisors

ProActive Advisors is a premier finance institution located at 836 Euclid Avenue in Lexington, Kentucky, United States. We specialize in guiding individuals, families, small business owners, and private trusts through their financial journey. Our team of Five Star Advisors is dedicated to understanding your unique financial situation and enhancing your financial well-being.

We offer a comprehensive Wealth Management approach that goes beyond just investing. Our team of specialists can help you manage legal and tax exposures in a cost-effective manner. We believe in proactive planning to minimize risks and maximize financial outcomes.

Our services include tax planning, estate planning, asset purchases and sales, business sales, and more. We work alongside your local legal counsel and CPA to ensure that your transactions are structured in your best interest.

At ProActive Advisors, we aim to provide added value by thoroughly reviewing your financial situation to identify potential opportunities for tax savings. Our Virtual Family Office model offers a more affordable alternative to traditional family office services.

Whether you are just starting out, planning for retirement, or looking to optimize your investments, ProActive Advisors can help. Contact us today for a confidential and complimentary consultation to start planning for your financial future.