TOP 30 Best Wealth management companies in Lexington, Kentucky

R.L. Brown Wealth Management is a finance and insurance agency located at 135 West Main Street in Lexington, Kentucky, United States. At our institution, we specialize in creating fully customized WealthPrint® Financial Plans to help our clients achieve their financial goals. We offer personalized retirement strategies, estate planning solutions, insurance planning, and business planning analysis to ensure that our clients' financial futures are secure. Our team of experienced financial advisors will work with you to address important questions such as how inflation and taxes may impact your investments, how to protect your assets from probate expenses and estate taxes, and how to plan for unexpected events such as disability or business succession. Contact us today for a no-obligation consultation to start building a comprehensive wealth management strategy tailored to your unique needs.

Blue Chip Insurance and Wealth Management LLC is a reputable insurance agency located at 1400 North Forbes Road in Lexington, Kentucky, United States. Our experienced team specializes in providing top-notch insurance solutions and wealth management services to individuals and businesses. With a focus on delivering personalized and tailored financial strategies, we strive to help our clients protect their assets and achieve their long-term financial goals. Trust Blue Chip Insurance and Wealth Management LLC to provide you with the expertise and support you need to secure your future.

VFG Wealth Management & Benefit Solutions is a comprehensive financial, health, and insurance agency located at 131 Prosperous Place in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future through personalized wealth management and insurance solutions. With a focus on providing top-notch service and tailored advice, VFG Wealth Management & Benefit Solutions is committed to helping clients navigate the complexities of finance, health, and insurance to ensure peace of mind and financial security.

Strategic Wealth Designers is a finance institution located at 2716 Old Rosebud Road in Lexington, Kentucky, United States. They offer a variety of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. The team at Strategic Wealth Designers strives to form unique relationships with their clients in order to provide personalized financial planning services. They also offer resources such as a finance blog, RPU podcast, secure file uploads, client logins, and the Taste of Retirement® program. Contact them at 859.207.1501 to schedule a meeting and start planning for a retirement that's different.

Meridian Wealth Management, LLC is a finance institution located at 100 West Main Street in Lexington, Kentucky, United States. They offer comprehensive practice management solutions with flexible affiliation options, allowing advisors to focus on serving their clients and growing their businesses. Their community of independent-minded, fiduciary advisors provides unbiased guidance to help clients reach specific goals and achieve long-term financial security. Visit Meridian Wealth Management, LLC at their office in Suite 450 at the address provided.

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.

Acuity Wealth Management is a leading finance institution located at 444 East Main Street in Lexington, Kentucky, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we offer a range of services including investment management, financial planning, and retirement planning. Contact us today to learn more about how we can help you secure your financial future.

Radwan Brown & Company, PSC is a leading accounting and finance institution located at 2421 Members Way in Lexington, Kentucky, United States. Our mission is to exceed client expectations through extraordinary service by delivering tailored tax, accounting, and consulting services to meet the specific needs of each client. Whether you are an individual, start-up, or large established business, we are here to provide high-quality tax planning and consulting services. Our team of professionals is dedicated to helping clients achieve their financial goals and make informed decisions. We specialize in working with athletes, entertainers, doctors, lawyers, and businesses in various industries. With a focus on estate planning, tax compliance, and bookkeeping services, we strive to build strong relationships with our clients based on trust, respect, and quality service. At Radwan Brown & Company, PSC, we are committed to creating exceptional value for our clients through superior client service and personalized attention. Contact us today to learn more about how we can help you achieve your financial goals and secure your future.

Lexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.

Wallace Hart Capital Management is a prestigious finance institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. With a reputation for excellence in investment management and financial advisory services, Wallace Hart Capital Management is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs, ensuring a high level of client satisfaction and success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Wallace Hart Capital Management is committed to delivering top-notch service and results.

Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.

Family Wealth Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.

Western & Southern Life Insurance Company is an insurance agency located at 2285 Executive Drive, Lexington, Kentucky, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many options available. Feel more confident about your personal finances with our financial tools, educational articles, and interactive calculators. We are committed to providing you with the highest quality products and services to meet your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our commitment to your personal success. Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Always consult an attorney or tax advisor regarding your specific legal or tax situation. Each company affiliated with Western & Southern is financially responsible for its own products and services. Credit ratings are subject to change. By clicking on external links, you are subject to the privacy, copyright, security, and information quality policies of those websites. Let Western & Southern Life Insurance Company help you plan for a secure financial future.

Mutual of Omaha® Advisors - Lexington, located at 1792 Alysheba Way in Lexington, Kentucky, is a finance and insurance agency dedicated to developing talented individuals in the field. With a comprehensive advisor training program that resembles a graduate school education in entrepreneurship, our advisors are equipped with the knowledge, tools, and confidence to succeed as Mutual of Omaha financial advisors. We provide marketing strategies, world-class CRM, and resources to help advisors build their digital brand and thrive in their business. Our work environment considers the lives of both advisors and clients, offering future growth opportunities within the company, including managing and growing their own team.

Larry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.

Salomon and Company is a reputable finance and insurance agency located at 3217 Summit Square Place in Lexington, Kentucky, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, we strive to help individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to delivering top-notch service and tailored advice to meet the unique needs of each client. Trust Salomon and Company to be your trusted partner in securing your financial future.

FK Perkins & Company, PLLC is a reputable accounting and finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to providing high-quality, personalized service to each client sets them apart in the industry. Whether you are a small business owner or an individual in need of financial guidance, FK Perkins & Company, PLLC is dedicated to helping you achieve your financial goals.

The Cool Financial NINJA is a cutting-edge insurance agency located at 2808 Palumbo Drive in Lexington, Kentucky. Our team of financial experts are like ninjas in the industry, providing stealthy and strategic solutions to protect your assets and secure your future. With a focus on innovation and personalized service, we are dedicated to helping our clients navigate the complex world of insurance with ease and confidence. Whether you're looking for coverage for your home, car, or business, The Cool Financial NINJA has got you covered. Visit us today to experience the difference of working with a truly unique and dynamic insurance agency.

The Globe Life American Income Division: SSBH Organization is an insurance agency located at 448 Lewis Hargett Circle in Lexington, Kentucky, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families. Our experienced team is dedicated to helping our clients find the right coverage to protect themselves and their loved ones. Contact us today to learn more about how we can help you secure your financial future.

Alpha Financial Partners is a leading financial institution located at 710 East Main Street in Lexington, Kentucky, United States. We provide a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help you navigate the complex world of finance. Whether you are looking to invest, plan for retirement, or secure a loan, Alpha Financial Partners is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Sizemore Strategic Solutions is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. Our team of experts offers innovative and tailored financial solutions to help individuals and businesses achieve their financial goals. With a focus on strategic planning and personalized advice, we are dedicated to providing top-notch services to our clients. Contact us today to learn more about how we can help you secure a brighter financial future.

David Lovejoy - State Farm Insurance Agent is a trusted insurance agency located at 125 Towne Center Drive in Lexington, Kentucky. With over 30 years of experience, we provide personalized risk management and financial solutions for individuals and businesses in the Bluegrass area. Our goal is to help our customers protect their assets, manage liabilities, and achieve their retirement dreams. We offer a range of insurance products, including life insurance, annuities, and pet insurance. Our team believes in honesty, respect, and thoughtful conversations to develop individualized plans tailored to each customer's needs. Visit us today to discuss your insurance needs and secure your financial future.

Atkinson Simms & Kermode is a reputable finance and law institution located at 1608 Harrodsburg Road in Lexington, Kentucky. With a team of experienced lawyers and financial experts, they provide top-notch services to clients in need of legal and financial guidance. Whether you're looking for assistance with estate planning, business law, or investment management, Atkinson Simms & Kermode is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and professionalism for all your legal and financial matters.

Stromatt & Associates is a reputable institution located at 1500 Leestown Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their commitment to providing personalized and comprehensive solutions sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Stromatt & Associates is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.

David Hopewell - State Farm Insurance Agent is a prominent insurance agency located at 559 South College Street, Harrodsburg, Kentucky, United States. David Hopewell, an alumni of the University of Kentucky, leads the agency with a wealth of experience in the insurance industry. As a dedicated member and Past President of Harrodsburg Rotary Club and Mercer Chamber of Commerce, David is deeply involved in the community and provides top-notch service to clients in Central Kentucky and beyond. The agency offers a wide range of insurance services including auto, home, renters, life, and business insurance. With over three decades of experience, David and his team have helped countless individuals and businesses protect themselves from risks and uncertainties. They also provide valuable financial services to clients in Harrodsburg, Lexington, Nicholasville, and surrounding areas.

Kehrt & Associates, CPA is a reputable accounting firm located at 3070 Harrodsburg Road in Lexington, Kentucky. Specializing in tax services, our experienced team provides professional consulting services to individuals and businesses in the greater Central Kentucky area. Founded in 1988 by Roger Kehrt, our firm has steadily grown over the years and can offer support and assistance in all aspects of tax, financial, and business affairs. Improve your financial well-being with Kehrt & Associates, CPA.

Bankers Life, located at 2480 Fortune Drive in Lexington, Kentucky, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the right coverage, and emphasize the importance of long-term care planning in a world where healthcare expenses are constantly rising.

Joey Doom II at Comparion Insurance Agency is a trusted insurance agency located at 3288 Eagle View Lane in Lexington, Kentucky. With a commitment to providing personalized service and comprehensive coverage options, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to help you find the right policy to fit your needs. Visit us today to learn more about our services and how we can help you secure your future.

Tonja Harding - Mutual of Omaha Advisor is a reputable insurance agency located at 1792 Alysheba Way in Lexington, Kentucky. As a trusted advisor for Mutual of Omaha, Tonja Harding provides personalized insurance solutions to meet the unique needs of individuals and families. With a focus on integrity and customer service, clients can trust Tonja Harding to help them navigate the complexities of insurance and find the right coverage to protect their assets and loved ones. Contact Tonja Harding - Mutual of Omaha Advisor for expert insurance advice and personalized service.

Kentucky Insurance & Investment Group, located at 340 East New Circle Road in Lexington, Kentucky, offers exceptional service with a personal touch. As an independent agency, they work with dozens of insurance companies to provide you with affordable prices and the service you expect. Whether you have a perfect history or not, their team will help you find the coverage that fits your goals. They offer a variety of personal insurance, medical, business insurance, and insurance by industry solutions to protect what matters most. Kentucky Insurance & Investment Group also provides valuable advice on protecting your assets and achieving your financial goals. They emphasize the importance of having adequate insurance coverage for your home, personal property, additional living expenses, valuable possessions, medical expenses, and personal liability. They also offer specialized insurance coverage for collector or classic vehicles and can help you protect your wine collection from environmental exposures.