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The Cool Financial Ninja!
- Healthcare
- Companies
- Expertise
“Todd Oldfield is a blessing for me with his Professional , Knowledge , and attention to the details getting me started on my new journey with Medicare.”
Best Financial Advisors in Lexington, KY
24 firms listed · all 24 in Lexington · 1 open weekends · 21 rated 4.5+
Data verified October 21, 2026
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Legacy Wealth Management
“I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility.”
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Succession Wealth Planning
- Meeting
- Confidence
- Needs
“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.”
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Community Trust Wealth & Trust Management
“They take great care of their clients and genuinely care about what's in their best interest.”
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Alpha Financial Partners
- Goals
- Company
- Communication
“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.”
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Central Investment Center
The 24 firms listed for Lexington, KY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lexington, KY
All 24 firms we list here are in Lexington itself. We have 59 firms in Lexington on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.1 to 5.0 across 222 reviews; 21 are rated 4.5 or higher. 1 is open on Saturdays. 2 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lexington take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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FK Perkins & Company
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Bright Financial Planning
- Portfolio
- Learning
- Phone
“I have been working with Casey Bright for several years and have the upmost confidence he is looking out for my family's best interest, in regards to our financial future.”
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JT Davis Asset Management
“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.”
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Joule Financial
“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.”
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VFG Wealth Management & Benefit Solutions
- Retirement
- Health Insurance
- Employee
“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.”
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Wrenne Financial Planning
- Team
“We felt very behind with our investing strategy before finding them and they really helped us get on track and we are hoping to reach our goals even sooner than anticipated.”
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Wealth Management of Kentucky
“Assessing investors' goals and developing strong financial planning to achieve those goals are among the many excellent characteristics of Wealth Management..”
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R.L. Brown Wealth Management
- Questions
“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...”
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Wealthsouth Wealth Management Kentucky
“Experienced and highly knowledgeable and locally-based team in Lexington, KY!”
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Family Wealth Group / FWG Investments
“Very friendly and knowledgeable people.”
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Radwan Brown & Company, PSC
“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.”
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Gratz Park Private Wealth
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Dupree Financial Group
- Financial Advice
“We have been with them for around 10 years now and have learned that not only are they great at what they do, they are honest, compassionate people who do what they say they will do.”
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Acuity Wealth Management
“Helpful in navigating through planning and making sound decisions.”
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Allan Watts
“He also goes out of the way for his clients; something that is hard to find now-a-days.”
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Ballast
“My husband and I have unfailing confidence in John Boardman and his team.”
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Proactive Advisors
“The best people I ever met in my life the most professional highly trustworthy financial planners it's been a pleasure they do business but somebody is honest and knowledgeable if these people are”
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Meridian Wealth Management
“Definitely recommend her and her team to anyone looking for full scope planning services and investment management.”
Why these companies made our list
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