Top Professionals
ABRI LLC Financial Planner
Abri, LLC is a comprehensive wealth management firm that offers integrated financial services including tax preparation, investment management, trust drafting, and insurance coordination. The company serves a diverse clientele including professionals, retirees, business owners, and individuals navig...Read More
alpha Financial Partners
alpha Financial Partners is a fiduciary-based financial planning and investment advisory firm located in Lexington, Kentucky, serving institutions and individuals. Founded in 2020 by industry veterans with over fifty years of combined experience, the company is dedicated to helping clients achieve f...Read More
Dupree Financial Group
Dupree Financial Group, LLC is an SEC-registered investment advisory firm based in Lexington, Kentucky, specializing in tailor-made portfolio management with a focus on retirement investing. The company emphasizes providing transparent, adaptable, and personalized financial advice to help clients ma...Read More
Family Financial Partners
Family Financial Partners is a financial planning firm based in Lexington, Kentucky, dedicated to helping clients piece together their unique financial puzzles. The company offers fee-based, personalized financial planning services tailored to individual goals, including retirement planning, tax man...Read More
High Knoll Wealth Advisors
High Knoll Wealth Advisors is a fee-only fiduciary wealth management firm based in Lexington, Kentucky, providing comprehensive financial planning and investment management services to individuals, families, and institutions. The company takes a holistic approach to wealth management, considering cl...Read More
Legacy Wealth Management
Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, focused on helping individuals and families build secure and sustainable financial futures. The company specializes in retirement planning, investment planning, financial planning, and tax planning and strategies. Le...Read More
Lexington Financial
Lexington Financial is an independent insurance agency focused on protecting personal wealth through insurance products designed to keep clients' money secure and provide steady, reliable income streams. The company emphasizes safety, reasonable returns, and simplicity in its approach, aiming to hel...Read More
Meridian Wealth Management, LLC
Meridian Wealth Management is a boutique wealth management firm that operates as a fiduciary, committed to acting in the best interest of its clients with professional prudence, mitigating conflicts of interest, and providing full fee transparency. The company manages over $4.6 billion in assets acr...Read More
ProActive Advisors
ProActive Advisors, LLC is a registered investment advisory firm based in Lexington, Kentucky, dedicated to providing comprehensive wealth management services that make a difference for individuals, families, small business owners, and private trusts. The company offers a proactive approach to finan...Read More