Which Financial Advisor Should You Choose in Lexington, KY?

Legacy Wealth Management provides personalized financial planning services in Lexington, KY, specializing in retirement planning, investment management, and tax strategies. We prioritize client needs through a fiduciary lens, offering tailored solutions for pre-retirees, retirees, and business owners. Our holistic approach integrates estate planning, risk management, and charitable giving to secure sustainable financial futures.

Foster Investment Service is a registered investment advisory firm in Lexington, Kentucky, providing fiduciary-driven investment management and financial planning. We specialize in creating customized portfolios focused on capital preservation through stocks, bonds, ETFs, and mutual funds. Our fee-only structure ensures alignment with client interests while utilizing low-cost, transparent investment strategies.

Family Financial Partners is a Lexington, KY-based financial advisory firm providing personalized financial planning services. Specializing in retirement, tax, college, and legacy planning, the firm helps clients create tailored strategies to achieve long-term financial goals. With a fiduciary commitment to client interests, they offer both ongoing advisory services and standalone financial plans for specific life stages.

ProActive Advisors is a registered investment advisory firm offering comprehensive financial planning, wealth management, and tax-efficient investment strategies. We serve retirees, business owners, and individuals with personalized solutions aligned to their financial goals. Our fiduciary approach integrates legal, tax, and estate planning expertise to optimize long-term outcomes.

Ballast provides comprehensive financial advisory services specializing in wealth management, retirement planning, and estate optimization. As fiduciaries, we deliver personalized strategies for high-net-worth individuals, business owners, and medical professionals. Our holistic approach combines investment management, tax planning, and intergenerational wealth transfer solutions.