Financial Planning Consultants

Alpha Financial Partners, LLC

319 Cedar St.
Lexington, KY 40508

Emily Nelson

(859) 785-2660

Member Since: 2021

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JQ Financial Solutions

138 E Reynolds Rd
Lexington, KY 40517

Jennifer Quillen

(859) 317-8672

Member Since: 2025

Since 2016, JQ Financial Solutions has been helping business owners in Lexington, KY, achieve their goals with expert accounting, tax strategies, and CFO-level guidance.

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Legacy Wealth Management

2257 Harrodsburg Road
Lexington, Kentucky 40504

John D. Davis

(859) 296-1200

(877) 296-1201

Member Since: 2010

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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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Moneyline Wealth Management

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

Mr. Mike Bidarian

(859) 271-8694

Member Since: 2012

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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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D. Scott Neal, Inc.

3292 Eagle View Lane
Lexington, KY 40509

Scott Neal

(859) 254-3036

Member Since: 2000

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WealthSouth

333 E Main Street, Suite 120
Lexington, KY 40507

William Howell

(859) 523-2600

(855) 261-7512

Member Since: 2013

At WealthSouth, we consider you and your family’s financial welfare our responsibility. Our Private Wealth Management Services are built upon a foundation of objective fiduciary service to our clients.

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Gratz Park Private Wealth