Financial Services

Corporate Finance Associates

1999 Richmond Road Ste 500
Lexington, KY 40502

(859) 963-2400

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Elkhorn Private Wealth

771 Corporate Dr.
Suite 605
Lexington, KY 40503

(859) 402-0080

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OneCommonwealth Financial Group

139 West Short Street
Suite 200
Lexington, KY 40507

(859) 971-9479

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Aurora Financial Consultants

2333 Alexandria Dr
Lexington, KY 40504

(859) 514-6045

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City National Bank

318 East Main Street
Lexington, KY 40507

Mr. Bill Craycraft

(859) 367-3707

Member Since: 2015

City has been delivering innovative, superior financial solutions for 60 years, proudly serving business and retail customers across West Virginia, Kentucky, Virginia and Ohio.

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Western & Southern Life

2285 Executive Drive
Suite 300
Lexington, KY 40505

(859) 293-5601

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Dupree Financial Group

237 East Main Street
Lexington, KY 40507

(859) 233-0400

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Accredited Wealth Management

6010 Brownsboro Park Blvd.
Suite F
Louisville, KY 40207

(502) 290-1905

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Thrivent

771 Corporate Drive
Suite 700
Lexington, KY 40503

(859) 285-9830

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Alpha Financial Partners, LLC

710 E Main St
Suite 110
Lexington, KY 40502

(859) 785-2660

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Get Beyond

157 East Tiverton Way
Lexington, KY 40517

(859) 913-0240

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Raymond James/Central Bank

43 North Maple St.
Winchester, KY 40391

(859) 745-7626

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Charles Schwab Lexington-Hamburg

2344 Elkhorn Road
Suite 175
Lexington, KY 40509

(859) 629-3460

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HSLC Lexington Loan Production Office

444 E Main Street
Suite 106
Lexington, KY 40507

Chris Jones

(859) 484-7030

Member Since: 2020

Getting a home loan has never been a more stress-free experience than it is with HSLC - Lexington Loan Production Office.

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Courtesy Acura

3701 Nicholasville Road
Lexington, KY 40503

(859) 272-8900

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Meridian Wealth Management, LLC

250 W Main Street
Suite 3150
Lexington, KY 40507

(859) 543-4516

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Family Wealth Group

2704 Old Rosebud Road
Suite 180
Lexington, KY 40509

(859) 309-0349

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Russell Capital Management, LLC

476 E High Street
Lexington, KY 40507

(859) 254-5225

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Ballast, Inc.

400 East Vine Street
Suite 400
Lexington, KY 40507

(859) 226-0625

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Morgan Stanley

444 East Main Street
Suite 111
Lexington, KY 40507

(859) 231-9500

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Ascension Funding Group

4401 Tates Creek Centre Dr
Suite 150-313
Lexington, KY 40517

(866) 778-8078

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Field & Main Bank

369 E. Main Street
Suite 100
Lexington, KY 40507

Lesley A. Fluke

(859) 554-9660

Member Since: 2013

Field & Main Bank is your Kentucky-chartered community bank dedicated to serving Kentucky and Indiana with strong leadership, convenient banking facilities and new modern craft banking.

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Thoroughbred Asset Management

809 Morton Ave
Suite 202
Bardstown, KY 40004

(866) 566-0460

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Joule Financial

1216 S. Broadway
Lexington, KY 40504

(859) 881-0777

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Community Trust and Investment Company

100 East Vine Street
Suite 501
Lexington, KY 40507

(859) 389-5300

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Alliance Financial Planning, LLC

525 Darby Creek Road #29
Lexington, KY 40509

(859) 977-6006

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Oberlander Financial Services, PLLC

997 Governors Lane, Ste 150
Lexington, KY 40513

(859) 552-3342

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American Trust Wealth

2353 Alexandria Drive
Suite 100
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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Independence Bank

Stacy Berge

(859) 967-1776

Member Since: 2021

Long before the days of government bailouts, Independence Bank sought to create a banking revolution.

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Fredonia Valley Bank

602 Cassidy Avenue
Fredonia, KY 42411

(270) 545-3301

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Merrill Lynch at the Summit at Fritz Farm

4023 Finn Way
Lexington, KY 40517

(859) 788-4542

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Moneyline Wealth Management

220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517

(859) 271-8694

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New York Life

1025 Star Shoot Pkwy
Lexington, KY 40509

(502) 420-2061

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Byrne Insurance Group

295 Patchen Drive
Lexington, KY 40517

(859) 619-9887

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Northwestern Mutual

330 East Main St.
3rd Floor
Lexington, KY 40507

(859) 523-8700

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WealthSouth

106 W. Vine St., Suite 600
Lexington, KY 40507

(859) 523-2600

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Wealth Management Advisors, LLC dba Acuity Wealth Management Advisors

444 East Main Street
Suite 202
Lexington, KY 40507

(859) 492-7405

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Merrill Lynch

300 W. Vine St. 10th Floor
Lexington, KY 40507

(859) 231-5000

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Farm Credit Mid America & Rural 1st

1201 Providence Place Pkwy
Lexington, KY 40511 8315

(859) 254-2741

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Legacy Wealth Management

2525 Harrodsburg Road
Suite 100
Lexington, KY 40504

(859) 296-1200

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Triple Crown Advisors/Ameriprise Financial

1000 Monarch St.
Suite 250
Lexington, KY 40513

(859) 260-1820

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Lexington Postal Community Credit Union

124 Louie Place
Lexington, KY 40511

(859) 252-5151

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J.J.B. Hilliard, W. L. Lyons LLC

3120 Wall Street
Suite 310
Lexington, KY 40513

(859) 219-2460

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Jim Mischner – "Hard Money" Private Lender

PO Box 22481
Lexington, KY 40522 2481

(859) 806-1932

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Baird

100 W. Main St.
Suite 500
Lexington, KY 40507

Stephen Grossman

(859) 255-9681

Member Since: 1965

At Baird, we provide comprehensive wealth management services and customized advice. Our focus on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.

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Powerful Legacy Insurance & Financial Services

3260 Blazer Pkwy
Suite 100
Lexington, KY 40509

(859) 893-5099

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Keystone Financial Group

527 Wellington Way Ste 225
Lexington, KY 40503

(859) 317-8316

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