Financial Planning Consultants

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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Gratz Park Private Wealth

110 E. Third St.
Lexington, KY 40508

Kaylee Holley

(859) 259-0909

Member Since: 2020

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Legacy Wealth Management

2525 Harrodsburg Road
Suite 100
Lexington, KY 40504

John Davis

(859) 296-1200

(877) 296-1201

Member Since: 2010

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Powerful Legacy Insurance & Financial Services

3260 Blazer Pkwy
Suite 100
Lexington, KY 40509

Kristina Ping Kepperling

(859) 893-5099

Member Since: 2021

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Moneywatch Advisors, Inc.

121 Walton Avenue
Lexington, KY 40508

Steve Byars

(859) 268-1117

( ) -

Member Since: 2017

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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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Accounts by the Book

5826 Ecton Rd
Winchester, KY 40391

Jenny Schnurr

(859) 806-9540

Member Since: 2023

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Accurate Advisory Group

3320 Clays Mill Rd
Ste 211
Lexington, KY 40503

Ms. Carolyn B. Howard

(877) 328-4037

Member Since: 2024

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WealthSouth

106 W. Vine St., Suite 600
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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Northwestern Mutual

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

Christian Schnabel

(859) 523-8700

Member Since: 2011

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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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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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Brewer Private Wealth of Atlanta Consulting Group

450 Old Vine St
Suite 310
Lexington, KY 40507

Rob Brewer

(859) 551-0171

Member Since: 2023

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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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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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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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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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Alpha Financial Partners, LLC

319 Cedar St.
Suite 201
Lexington, KY 40508

Emily Nelson

(859) 785-2660

Member Since: 2021

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Financial Planning Consultants

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