Investment Planning Consultants

Ballast, Inc.

400 East Vine Street
Lexington, KY 40507

Mr. Brian Burton

(859) 226-0625

Member Since: 2016

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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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iVisionary dba Strategic Advisors

Lexington, KY 40502

Stephen Dawahare

Member Since: 2022

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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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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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Brewer Private Wealth of Atlanta Consulting Group

450 Old Vine St
Lexington, KY 40507

Rob Brewer

(859) 551-0171

Member Since: 2023

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Cetera Investors

201 E Main Street
Lexington, KY 40507

Mary Ellen Fiflis

(859) 272-7697

Member Since: 2026

Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs designed to make it easier to pursue your goals, we are a premier wealth hub ready to multi

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Real Property Management Bluegrass