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City
Legacy Wealth Management
_
2525 Harrodsburg Road
Suite 100
Lexington
,
KY
40504
(859) 296-1200
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Accurate Advisory Group
_
3320 Clays Mill Rd
Ste 211
Lexington
,
KY
40503
Ms. Carolyn B. Howard
(877) 328-4037
(877) 328-4037
Member Since: 2024
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LeTicia Preacely, Edward Jones
_
504 North Main St., Suite E
Nicholasville
,
KY
40356
LeTicia Preacely
(859) 881-8246
Member Since: 2024
As a fully licensed advisor, I have dedicated my career to delivering the personalized and comprehensive planning services my clients deserve.
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SETERIOS Wealth Advisors, LLC
_
2151 Meeting Street
Unit 10112
Lexington
,
KY
40509
(941) 744-7993
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Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington
,
KY
40509
Ms. Diane Verhalen
(859) 977-6006
Member Since: 2015
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Abri | Financial Planner
_
333 East Short Street, Suite 210
Lexington
,
KY
40507
Logan Johnson
(773) 217-0029
Member Since: 2024
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Merrill, a Bank of America Company
_
4023 Finn Way
Lexington
,
KY
40517
(859) 231-5204
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Acuity Wealth Management Advisors
_
444 East Main Street
Suite 202
Lexington
,
KY
40507
Nathan Slyh
(859) 492-7405
Member Since: 2024
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Merrill, a Bank of America Company
_
300 W Vine Street
Suite 1000
Lexington
,
KY
40507
Mollie Brennan
(859) 231-5000
Member Since: 1980
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Elkhorn Private Wealth
_
771 Corporate Dr.
Suite 605
Lexington
,
KY
40503
Mr. Larry Crosthwaite
(859) 402-0080
Member Since: 2021
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Powerful Legacy Insurance & Financial Services
_
3260 Blazer Pkwy
Suite 100
Lexington
,
KY
40509
(859) 893-5099
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Thrivent - Inspired Wealth Advisors
_
1031 Wellington Way
Suite 210
Lexington
,
KY
40513
(859) 303-5139
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Alpha Financial Partners, LLC
_
710 E Main St
Suite 110
Lexington
,
KY
40502
Tracy Hulberg
(859) 785-2660
Member Since: 2021
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Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Lexington
,
KY
40508
Rob Brewer
(859) 551-0171
Member Since: 2023
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Northwestern Mutual
_
330 East Main St.
3rd Floor
Lexington
,
KY
40507
Christian Schnabel
(859) 523-8700
Member Since: 2011
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Accounts by the Book
_
5826 Ecton Rd
Winchester
,
KY
40391
Jenny Schnurr
(859) 806-9540
Member Since: 2023
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Ballast, Inc.
_
400 East Vine Street
Suite 400
Lexington
,
KY
40507
Mr. Brian Burton
(859) 226-0625
Member Since: 2016
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Accredited Wealth Management
_
4938 Brownsboro Road • Suite 201
Louisville
,
KY
40222
Brad Fisher
(502) 290-1905
Member Since: 2019
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Fidelity Investments
_
161 Lexington Green Circle
Suite 195
Lexington
,
KY
40503
Chris Tischner
(859) 469-7304
Member Since: 2023
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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
(859) 523-2600
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D. Scott Neal, Inc.
_
3292 Eagle View Lane
Suite 290
Lexington
,
KY
40509
Scott Neal
(859) 254-3036
Member Since: 2000
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American Trust Wealth
_
2525 Harrodsburg Road
Suite 300
Lexington
,
KY
40504
Kevin Avent
(859) 422-0483
(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Gratz Park Private Wealth
_
110 E. Third St.
Lexington
,
KY
40508
(859) 259-0909
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Moneyline Wealth Management
_
220 E. Reynolds Rd., Suite A-1
Lexington
,
KY
40517
(859) 271-8694
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Kentucky Planning Partners
_
80 Codell Dr.
Unit 240
Lexington
,
KY
40509
(606) 425-0028
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Moneywatch Advisors, Inc.
_
121 Walton Avenue
Lexington
,
KY
40508
(859) 268-1117
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
Thomas Dupree
(859) 233-0400
(800) 509-0105
Member Since: 2016
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Jack Lehman, Financial Advisor
_
3217 Summit Square Pl
Suite 200
Lexington
,
KY
40509
(270) 312-3365
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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
>
BEN Board of Directors
Resources
>
Start a Business
Relocate a Business
Funding & Financing
Publications
Live & Work
Relocation Guide
Job Board
Getting Around
Demographics
Cost of Living
Lexington History
Lexington Rankings
Education
>
Public Education
Private Education
Health Care
Advocacy
About Public Policy
Regional Plan
Your Government
>
Local
State
Federal
Policy Statements & Key Issues
Membership
Member Benefits
Member Discounts
Member News
Sponsorship Opportunities
JOIN
Events
Events Calendar
Submit an Event
An Evening With Commerce Lexington
International Trip
EMERGE
Leadership Visit
>
Past Trips
>
Salt Lake City 2024
Grand Rapids 2023
Tampa-St. Pete 2022
Austin 2021
Raleigh 2019
Impact
Regional Summit
>
Regional Summit Agenda
Washington Fly-In
Salute to Small Business
>
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 Lexington Alumni Association
Leadership Lexington Projects 2024-25
Leadership Central Kentucky
>
Class Roster
LCK Alumni
Ambassador Program
FOUNDATION