The Best Financial Advisors in Lexington

Here is our List of the 10 Lexington Financial Advisor
Alliance Financial Planning

Alliance Financial Planning was founded in 2014 and was formerly known as GCH Wealth Management. While new in name, the independent alignment with LPL Financial has been going since 2006.

Alliance Financial Planning can help make sure your family is taken care of when planning your financial future.

As an independent firm, we are here to be on the same side of the table as the client. We are an advocate for the clients to ensure they are getting an objective advice and to find the right approach for their specific needs. At Alliance Financial Planning, it is our intention to have a firm that is committed to excellence in every aspect of our business. Our dedication and passion for your financial concerns are the cornerstones of our firm.

Our Values
Diane offers personalized services, objective recommendations, and informative responses to any questions or concerns that her clients may have. Diane focuses her practice on retirement planning, risk management, insurance planning, wealth accumulation strategies, and financial planning.

Our Principle
Our company is based on the principle that education and understanding of your current financial situation are vital to successfully make prudent decisions concerning your future financial condition

525 Darby Creek Rd Suite 29 Lexington, KY 40509
Context Financial LLC

We care about your whole life, not just your financial life. We approach financial life planning with decades of experience, but more importantly, with heart. As your partner for the journey, we’ll help you find the right questions to ask and guide you towards clarity as you write your own story.

What We Do

Financial Life Planning
Our five-step process is designed to guide you to clarity of goals and building a dynamic plan for success.

Investments
Our philosophy of investment management is to cut through the noise of the market to provide focus and keep your plan on track.

Insurance
Insurance is an important consideration for the security of your future. We prioritize the context of your life to guide you to the right choice.

Why Choose a Financial Life Planning Advisor?
Like life, financial markets are complex and unpredictable. It is important to work with a financial advisor that understands your financial goals and your life goals. An advisor that will take the time to get to know you — your dreams and your concerns — can help you achieve those goals.

The mindset of financial life planning is liberating to those disillusioned with using their lives to make money. We ask our clients what would bring meaning to their financial life, beyond traditional discussions of assets and net worth.

120 Kentucky Avenue, Suite 120 | Lexington, KY 40502
Investments & Financial Planning LLC

Investments & Financial Planning LLC is a full-service investment advisory and financial planning firm with over 30 years of combined experience.

We empower our clients with the resources, information and investment platforms they require to help them achieve their financial goals. This approach is in line with our core objective for our business: To create extraordinary experiences by servicing others.

The products and services offered by banks, broker-dealers, and insurance companies have become more and more complex. This has made financial decision-making more challenging.

As a predominantly fee-based firm, we aim to help our clients understand all their options before they make any decisions. This enables our clients to secure a sustainable financial future for themselves, their families and their businesses.

OUR SERVICES

  • INVESTMENT AND ASSET ALLOCATION PLANNING
  • FEE-BASED FINANCIAL PLANNING
  • EDUCATION PLANNING
  • RETIREMENT PLANNING
  • TAX PLANNING FOR RETIREMENT
  • ESTATE PLANNING
  • COMPREHENSIVE INSURANCE PLANNING
  • CHARITABLE GIFTING STRATEGIES
1795 Alysheba Way, Suite #7104 Lexington, KY 40509
Joule Financial

Joule Financial is a fee-only registered investment adviser serving clients throughout the United States. We realize everyone is different, with unique needs and goals. Therefore, we bring a customized approach to every relationship with the intention of ensuring that we’re pursuing the appropriate course of action for the client.

Founded in 2001, Joule Financial exists to help clients identify and quantify their financial goals and objectives, providing the energy and experience necessary to meet those goals while measuring progress through a variety of metrics.

Embracing a fee-only fiduciary model, Joule Financial derives revenue through financial and retirement planning as well as investment management. Our revenue correlates with the success of our clients, and it is always in our best interest to provide unbiased, objective guidance in order to navigate the financial markets.

We follow fundamental investment strategies built on five key tenets.

1. Risk Tolerance
2. Asset Allocation
3. Diversification
4. Rebalancing
5. Time

1216 S. Broadway Lexington, KY 40504
Keystone Financial Group

Keystone Financial Group (KFG) was founded in Lexington, Kentucky in June of 2008. The vision of the founding partners was to become an independent firm where the focus is centered on the client.  Being an Independent firm means KFG advisors have access to objective research and a variety of investment opportunities to meet each client’s investment objectives. In doing so, we offer a wide range of financial services to help strategically plan, preserve and proactively manage our client’s assets for the short and long term.

Why Keystone? At KFG – The client experience is important to us and we take our responsibility to our clients seriously. It is why becoming an independent firm was a major focus of ours, it allowed us to put clients first and focus on their individual needs. Our objective, through listening, understanding and active management, is to ensure our clients expectations are met, each and every day.

KFG Advisors use the EGPRIM process.

  • E – Establish a time to review your financial situation – contact our office at 859.317.8316
  • G – Gather the necessary personal, financial and insurance information
  • P – Process, allow your KFG advisor to process the information
  • R – Recommend strategies and solutions unique to the situation
  • I – Implement strategies per client’s request (fees may occur)
  • M – Monitor investments to ensure wealth is strategically managed/ preserved
527 Wellington Way, Suite 225 Lexington, KY 40503
Legacy Wealth Management

We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life’s stages. The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives.

What Makes Legacy Wealth Management Unique?

Our top priority is helping you make educated financial decisions for yourself and your family. We have enjoyed long term relationships with clients that encourage open and honest communication. Our clients value our integrity, commitment, and personalized approach. These Principles have been the cornerstone of our success.

Our Core Values

  • Transparency
  • Proactive Advice
  • Unparalleled Experience
  • Financial Confidence

Our overriding goal is to make a profoundly positive difference in the lives of our clients and their families by providing:

  • Transparency
  • Proactive Advice
  • Unparalleled Service
  • Financial Confidence
2525 Harrodsburg Road Suite 100 Lexington, KY 40504
Lexington Wealth Management

We are dedicated to improving the lives of our clients through comprehensive wealth management and education. We design tailored strategies for medical device and pharmaceutical sales professionals so they can reduce taxes, invest smarter and optimize their income. Our ultimate goal is to make complex money matters a little less confusing and stressful. Life’s complicated enough, so your money shouldn’t be.

What Makes Us Better

Focused On You
We understand the high pressures, possible job uncertainty, time demands and variable compensation with your profession. Our advice will be focused on you and your situation.

Visual Planning
We’re serious about your success. Our unique visual financial planning is the starting point on your roadmap to reaching your goals. No 100 page plans here! Just one or two pages that are clear and to the point.

Fiduciary Advisors
We are fiduciaries. As fiduciaries we are legally bound to place your interests ahead of ours at all times. We only recommend planning and investment strategies that are in your best interest.

2969 Hemingway Lane Lexington, KY 40513
Moneywatch Advisors

At Moneywatch, our sole focus is you. We don’t push a particular investment strategy. We’re fee-only, so we don’t get rewarded by the transaction – but by having our interests aligned with our clients.

We’re your team of advisors – ready to help you plan, invest and manage your finances and your future. As your personal financial planners, Moneywatch will provide you with continuous advice on investments — consistent with YOUR specific needs and financial objectives.

We listen to you, so we’ll understand what success looks like for you and how we can help you achieve it. We appreciate you and want to understand your personal situation – whether you’re a longtime University of Kentucky faculty or staff member, a young professional just starting to invest, or approaching retirement with questions on how to make that transition.

We Promise

Futures can be uncertain, but the right financial plan gives you options – to retire early or to achieve security that allows you to pursue a different career or calling. We can help you get there with a plan tailored specifically to your goals.

Moneywatch pledges to:

Remove the guesswork you may feel if you’ve been investing on your own.
Reject a system that rewards financial advisors for the quantity of transactions they make rather than the quality and soundness of the investments. That’s why we are fee-only. Our only incentive is for you to do well.
Remain a trusted, local voice that recognizes our value to you is based on our expertise and knowledge – not just of finances but of you.

 

121 Walton Avenue, Lexington
Moneywise, Inc.

The longer you wait, the harder it is to achieve financial independence. The essential ingredients that separate you from this are planning & time. The alternatives are working forever or living exclusively off Social Security.

Moneywise, Inc. is a financial advisory firm with over 18 years experience providing investment management and timely, customized financial advice to individuals and small business owners. Simply put, we strive to be our client’s trusted advisor. If you are taking the time to read this, you can almost certainly benefit from working with a financial advisor.

We are paid exclusively by our clients and not the firm that we work for or do business with.

Our planners are all Certified Financial Planner™ Professionals who have met specific requirements related to financial knowledge, industry experience and ethical guidelines.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum wealth possible via a solid, tax efficient investment portfolio.

3141 Beaumont Centre Circle Suite 102 Lexington
Pierce Financial Planning, Inc.

We offer financial planning services on an hourly, as-needed basis. This allows our clients flexibility and control in the financial planning process. Clients may engage our services on a regular recurring basis or on an as-needed basis. This structure ensures that the client is always in control of their service and their costs at Pierce Financial Planning, Inc.

Also, since we are a fee-only planning firm, no fees are derived from product sales or commissions. The client receives truly objective advice. Only 1% of the nation’s financial planning firms are structured in this fee-only, hourly manner.

Our Mission is simple: to provide timely, affordable, objective financial advice to anyone who needs or desires it.

Our Philosophy is embedded in everything we do: Our job is to sit down with clients and help them to figure out how to have a better life by helping them make better decisions related to their financial affairs.

Pierce Financial Planning, Inc. offers services in a wide range of financial topics to individuals and families. Clients’ engagements vary in scope from one time questions to larger, more comprehensive projects. Whatever the need, the client controls the services and costs at Pierce Financial Planning, Inc. It is important to remember that financial planning is a life long endeavor and the best time to start is today.

182 North Mill St Lexington, KY 40507

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria