Find wealth managers in Lexington

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

Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. Parents of college-bound students are dealing with a chicken-or-egg dilemma. When it comes to student aid calculations, it just about requires a Ph. D. to understand how to fund a Ph. D. Different schools use different methods to evaluate

TRUSTOur company was founded on it. We are Community Trust Wealth & Trust Management, an integral part of Community Trust Bancorp, Inc. Over the years, our progressive strategy and meticulous methods have resulted in dynamic performance for our clients. We are Community Trust Wealth & Trust Management, a business unit of Community Trust and Investment

We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased

It's RCM's job to worry about your money, so you don't have to. So, what can a client expect when beginning a relationship? Following our initial planning and investment strategy discussions to establishing a working advisory relationship, our experienced administrative staff will work with you to open all accounts and process any paperwork. Their

Our Practice fully understands peoples' concerns related to their long-term financial well-being as well as the importance of developing the trust and confidence essential to longstanding client relationships. Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue

We're passionate about serving Medical Sales Professionals. Why? We firmly believe you are working hard and making a lot of critical decisions. You're paying off student loans, building a career, growing a family, and planning for financial independence. Too often, medical sales professionals are busy growing their practices and put off taking a closer