Find financial advisors in Lexington

Welcome to ProActive Advisors, a Registered Investment Advisory firm headquartered in Lexington, KY. Our services include financial planning, investment management, retirement planning, financial consulting, and more. When you work with ProActive Advisors, you receive a holistic review and we quarterback your financial matters with your other accounting

That's why our approach considers all aspects of your life as we create and implement your unique plan together. We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals. We address your financial and personal considerations through a range

The focus of the Total Return portfolio is to compound interest, dividends and capital gains while combining defensive mechanisms to combat market loss. Stay ahead of inflation with a conservately managed portfolio that targets above average returns with an intelligent Total Return strategy. This strategy takes a macro economic approach. We identify

We consider it a great privilege to be your financial advisor. We have many retirement planning and investment options to choose from; including asset allocation, diversification, and preservation strategies. We are dedicated to providing our services in a timely, competent manner. We have over 25 years' experience in the financial services industry

Our world changes constantly. The way we receive our news, shop, communicate, work, invest, and live is much different than it used to be. Technology has had a major impact in our daily lives and forced us to make changes without even realizing it. In other areas, you have a choice and change is only brought about based on your conscious decision to