Dupree Financial Group

Dupree Financial Group

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SerdenID : PRO-20260109-23524

About Company

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 manage their investments with confidence. Founded by Tom Dupree, who has nearly 45 years of experience in the investment business, the firm prioritizes cash flow and recurring revenue investments to support retirees' monthly income needs. Dupree Financial Group offers free consultations and aims to guide clients through the entire investment process, ensuring their financial future is secure and aligned with their goals. The company also shares financial insights through blogs, podcasts, and events, reinforcing its commitment to client education and service.

Service Category

Financial Planner

Area Served

Lexington

Contact Info

Address

237 E Main St, Lexington, KY 40507

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