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Financial Planning Consultants

Financial Planning Consultants

 
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Lexington, KY 40508
Work Phone: (859) 551-0171(859) 551-0171
Learn More | Visit Site | Show on Map
Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Suite 605
Lexington, KY 40503
Work Phone: (859) 402-0080(859) 402-0080
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Accredited Wealth Management
Accredited Wealth Management
_
6010 Brownsboro Park Blvd.
Suite F
Louisville, KY 40207
Work Phone: (502) 290-1905(502) 290-1905
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Edward Jones
Edward Jones
_
25 Sterling Way
Suite A
Mount Sterling, KY 40353
Work Phone: (859) 595-6701(859) 595-6701
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American Trust Wealth
American Trust Wealth
_
2353 Alexandria Drive
Suite 100
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Thrivent - Inspired Wealth Advisors
Thrivent - Inspired Wealth Advisors
_
1031 Wellington Way
Suite 210
Lexington, KY 40513
Work Phone: (859) 303-5139(859) 303-5139
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Gratz Park Private Wealth
Gratz Park Private Wealth
_
110 E. Third St.
Lexington, KY 40508
Work Phone: (859) 259-0909(859) 259-0909
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Human Interest
Human Interest
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119 Wynlands Dr
Goodlettsville, TN 37072
Work Phone: (615) 517-6166(615) 517-6166
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
_
3292 Eagle View Lane
Suite 290
Lexington, KY 40509
Work Phone: (859) 254-3036(859) 254-3036
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Powerful Legacy Insurance & Financial Services
Powerful Legacy Insurance & Financial Services
_
3260 Blazer Pkwy
Suite 100
Lexington, KY 40509
Work Phone: (859) 893-5099(859) 893-5099
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Ballast, Inc.
Ballast, Inc.
_
400 East Vine Street
Suite 400
Lexington, KY 40507
Work Phone: (859) 226-0625(859) 226-0625
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WealthSouth
WealthSouth
_
106 W. Vine St., Suite 600
Lexington, KY 40507
Work Phone: (859) 523-2600(859) 523-2600
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Legacy Wealth Management
Legacy Wealth Management
_
2525 Harrodsburg Road
Suite 100
Lexington, KY 40504
Work Phone: (859) 296-1200(859) 296-1200
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Mutual of Omaha Advisors
Mutual of Omaha Advisors
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1792 Alysheba Way Suite 180
Lexington, KY 40509
Work Phone: (859) 224-9697(859) 224-9697
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
_
300 W Vine Street
Suite 1000
Lexington, KY 40507
Mollie BrennanMollie Brennan
Work Phone: (859) 231-5000(859) 231-5000
Member Since: 2023
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington, KY 40509
Work Phone: (859) 977-6006(859) 977-6006
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Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
_
100 W Main St
Suite 450
Lexington, KY 40507
Work Phone: (859) 543-4516(859) 543-4516
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Jack Lehman, Financial Advisor
Jack Lehman, Financial Advisor
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3217 Summit Square Pl
Lexington, KY 40509
Work Phone: (270) 312-3365(270) 312-3365
New Member
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
_
4023 Finn Way
Lexington, KY 40517
Work Phone: (859) 231-5204(859) 231-5204
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Dupree Financial Group
Dupree Financial Group
_
237 East Main Street
Lexington, KY 40507
Work Phone: (859) 233-0400(859) 233-0400
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Moneyline Wealth Management
Moneyline Wealth Management
_
220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517
Work Phone: (859) 271-8694(859) 271-8694
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High Knoll Wealth Advisors
High Knoll Wealth Advisors
_
115 West Short St
Lexington, KY 40507
Work Phone: (859) 479-3877(859) 479-3877
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Kentucky Planning Partners
Kentucky Planning Partners
_
80 Codell Dr.
Unit 240
Lexington, KY 40509
Work Phone: (606) 425-0028(606) 425-0028
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Holland Financial Group
Holland Financial Group
_
1517 St Andrews Drive
Shelbyville, KY 40065
Work Phone: (812) 849-2010(812) 849-2010
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Northwestern Mutual
Northwestern Mutual
_
330 East Main St.
3rd Floor
Lexington, KY 40507
Work Phone: (859) 523-8700(859) 523-8700
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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
_
710 E Main St
Suite 110
Lexington, KY 40502
Work Phone: (859) 785-2660(859) 785-2660
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Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc.
_
121 Walton Avenue
Lexington, KY 40508
Work Phone: (859) 268-1117(859) 268-1117
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Copyright © 2023 Commerce Lexington Inc., all rights reserved.
COMMERCE LEXINGTON® and the Commerce Lexington logo are registered trademarks of Commerce Lexington.
330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447  |  Fax: (859) 233-3304
  • About
    • Message from the Board Chair
    • President's Message
    • Top Investors
    • Board of Directors
    • Racial Equity Pledge
    • Staff Directory
    • Find Our Offices | Parking
    • NEWS
  • Do Business
    • Business Directory
    • Economic Development
    • Minority Business Development >
      • Minority Business Directory
      • Procurement Opportunities
    • Business & Education Network
    • Resources >
      • Start a Business
      • Relocate a Business
      • Funding & Financing
      • Publications
  • Live & Work
    • Relocation Guide
    • Job Openings
    • Getting Around
    • Demographics
    • Cost of Living
    • Lexington History
    • Lexington Rankings
    • Education >
      • Public Education
      • Private Education
    • Health Care
  • Advocacy
    • About Public Policy
    • Your Government >
      • Local
      • State
      • Federal
    • Policy Statements & Key Issues
  • Membership
    • Member Benefits
    • Member Discounts
    • Member News
    • Sponsorship Opportunities
    • JOIN
  • Events
    • Commerce Lexington Events Calendar
    • Community Calendar
    • Submit an Event
    • An Evening With Commerce Lexington
    • EMERGE 2023
    • Leadership Visit 2023 >
      • Register Here
      • Past Trips >
        • Tampa-St. Petersburg 2022
        • Austin 2021
        • Raleigh 2019
      • Impact
    • Portugal 2023
    • Regional Summit
    • Washington Fly-In
    • Salute to Small Business >
      • Event Schedule
      • Past Award Winners
  • Connect
    • Become a Member
    • Peer Programming >
      • Business Owners Advisory Boards (BOAB)
      • Peer Groups
    • Emerging Leaders of the Bluegrass
    • Leadership Development >
      • Leadership Lexington
      • Leadership Central Kentucky >
        • Class Roster
        • LCK Alumni
    • Ambassador Program