Best Financial Advisors in Lexington, KY

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Lexington area.

The Law Offices of Walter C. Cox, Jr. & Associates

The Law Offices of Walter C. Cox, Jr. & Associates

(30)
What's the Best Way to Save My Home From Medicaid?, Nursing Home Planning, Power of Attorney
“If he does not know an answer, he will work like a bulldog to find it, but never gives off-the-cuff solutions that would put us at risk, and is frank about his limitations.”
In Business Since 2010
1795 Alysheba Way UNIT 3106, Lexington, KY
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Elder Law Lexington

Elder Law Lexington

(28)
What's the Best Way to Save My Home From Medicaid?, Nursing Home Planning, Power of Attorney
“Attorneys and advisors at Mc Clelland & Associates helped resolve a horrible problem for my aunt who was advised to cash out her retirement by the nursing home she was admitted to in Lexington.”
In Business Since 2010
1795 Alysheba Way #2102, Lexington, KY
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Legacy Wealth Management

Legacy Wealth Management

(4)
“I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2013
2525 Harrodsburg Rd #100, Lexington, KY
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Legacy Consulting Group

Legacy Consulting Group

(9)
“They have tools that quickly and precisely show us our financial position that helps us prepare for the future.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2007
3306 Clays Mill Rd #101, Lexington, KY
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Community Trust Wealth & Trust Management

Community Trust Wealth & Trust Management

(3)
E-Statements, External Transfers, People Pay
“They take great care of their clients and genuinely care about what's in their best interest.”
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 2019
100 E Vine St #501, Lexington, KY
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Wrenne Financial Planning

Wrenne Financial Planning

(7)
Student Loan Advising, Investment Management Services, Financial Planning Services
“So many conflicts of interest are present in the financial advising space, but Daniel has drawn a line in the sand, and makes sure that he puts his clients' best interest first.”
Transparent Fees & Pricing
In Business Since 2018
3399 Tates Creek Rd #115, Lexington, KY
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Succession Wealth Planning

Succession Wealth Planning

(12)
  • Future
  • Team
“From our first meeting, Greg has always listened closely to my goals and plans, and carefully devised a financial strategy that will help me attain them.”
In Business Since 2021
998 Governors Ln Suite 350, Lexington, KY
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Central Investment Center

Central Investment Center

“We have always tried to simplify your decision by providing experienced assistance, discussing your options and suggesting a mortgage that is best suited to your needs. Apply now.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
2424 Harrodsburg Rd Suite 101, Lexington, KY
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Alpha Financial Partners

Alpha Financial Partners

(7)
“If you have ever struggled to determine the correct way to manage your assets and want compassionate support in your ventures, this is the group that you need behind you.”
Transparent Fees & Pricing
In Business Since 2019
710 E Main St #110, Lexington, KY
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Joule Financial

Joule Financial

(3)
Investment Management, Wealth Development, Comprehensive Planning
“I have been working with Daniel for over a year now and whenever I email him regarding financial decisions I always get a response same day with a very helpful constructive analysis taking into consideration my whole financial picture.”
Remote Consultations Available
In Business Since 2017
1216 S Broadway, Lexington, KY
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JT Davis Asset Management

JT Davis Asset Management

(7)
Long-Term Care, ​retirement Planning, Remedial Financial Coaching
“When I came to Johnathon after having inherited an IRA and some other holdings, I had no idea how to best manage those to secure future income for myself and my family.”
In Business Since 2015
444 E Main St #101, Lexington, KY
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Family Financial Partners

Family Financial Partners

(2)
Financial Planning Checklist, Retirement Planning, Investment Philosophy
“They did a great job with our investments”
Licensed
Free Initial Consultation
In Business Since 2005
1792 Alysheba Way Suite 201, Lexington, KY
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In-Balance Accounting Services

In-Balance Accounting Services

(7)
  • Small Business
“, she does a great job at explaining things where I perfectly understand, also teaching me a few things so I won't make the same mistakes, any small business, large business owners, I highly recommend Donna, do not stress out over things you don't kn...”
In Business Since 2004
153 Patchen Dr #21, Lexington, KY
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Young & Wadlington

Young & Wadlington

(3)
Make Payment, Accounts Payable Login, File Room Login
“During the chaos of the pandemic, she was invaluable in guiding us through the PPP loan/forgiveness process and even found one that we should apply for that we wouldn't have known about.”
In Business Since 2013
444 Lewis Hargett Cir #240, Lexington, KY
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VFG Wealth Management & Benefit Solutions

VFG Wealth Management & Benefit Solutions

(7)
  • Retirement
  • Health Insurance
  • Benefits
“The solutions provided are quick, easy, and painless which helps me to focus on running my business knowing that everything else is in goods hands with Jason Young and the rest of the team at VFG.”
In Business Since 2003
131 Prosperous Pl Ste 14a, Lexington, KY
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R.L. Brown Wealth Management

R.L. Brown Wealth Management

(12)
  • Questions
  • Family
“I met with Ron and ( Boom) all my Questions were answered and He made it clear and simple even I could understand,,, things are still in the green for us ,,, to be honest we have more than we started with even after 8 years and I can sleep...”
Family Business
In Business Since 2016
135 W Main St Suite 200, Lexington, KY
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Wealthsouth Wealth Management Kentucky

Wealthsouth Wealth Management Kentucky

(1)
Private Banking, Commercial, Investments
“Experienced and highly knowledgeable and locally-based team in Lexington, KY!”
In Business Since 2013
106 W Vine St, Lexington, KY
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Alliance Financial Planning

Alliance Financial Planning

(1)
Insurance, Investments, Financial Planning
“She is not affraid to be honest with me when I'm not making the best financial decissions.”
Accepts Cash, Debit
In Business Since 2008
525 Darby Creek Rd Suite 29, Lexington, KY
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The Livesay Group

The Livesay Group

(1)
“He walks you through step by step and gets everything you need done.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2014
185 Pasadena Dr, Lexington, KY
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Radwan Brown & Company, PSC

Radwan Brown & Company, PSC

(1)
Budgeting, Planning & Compliance, Consulting & Strategic Planning, Tax & Financial Planning
“When I recognized several years ago that I would need tax prep assistance, this CPA firm came highly recommended as a financial firm with vast experience serving Thoroughbred horse businesses.”
In Business Since 1999
2421 Members Way, Lexington, KY
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Family Wealth Group / FWG Investments

Family Wealth Group / FWG Investments

(5)
“Very friendly and knowledgeable people.”
In Business Since 2011
2704 Old Rosebud Rd #180, Lexington, KY
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Ballast

Ballast

(1)
Who We Serve, What We Do
“My husband and I have unfailing confidence in John Boardman and his team.”
In Business Since 2014
400 E Vine St Suite 400, Lexington, KY
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Acuity Wealth Management

Acuity Wealth Management

(4)
“Helpful in navigating through planning and making sound decisions.”
In Business Since 2019
444 E Main St Suite 202, Lexington, KY
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Envisage Wealth Advisors

Envisage Wealth Advisors

(3)
“Being a family run company who has a long history of success gave me confidence in my decision to working with Envisage.”
Licensed
In Business Since 2021
1029 Monarch St #150, Lexington, KY
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Retirement Planning and Investment Management Services in Lexington, KY Cost Estimates

Minimum cost
$1233
Maximum cost
$10481
National Average
$3699
Avg Per Hour Rates
$370
$2466
$6782
Average price range is based on 508 cost profiles
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Average Cost $3699
Minimum cost $1233
Maximum cost $10481
Avg Per Hour Rates $370

Average range $2466 to $6782 is based on 508 cost profiles.

Why these companies made our list

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