Top financial advisors in Lexington, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Lexington, KY if you're planning for retirement or managing investments and want to make your money last longer. A common mistake is not accounting for local living costs, which can affect how far your retirement savings will stretch.
- Local cost awareness. Confirm how the advisor factors Lexington's lower living expenses into your retirement plan to avoid overestimating needed savings.
- Retirement income sequencing. Ask how they plan withdrawals to balance taxes and portfolio longevity, not just investment growth.
- Experience with diverse portfolios. Look for advisors who understand various asset types and how they fit your retirement goals.
- Long-term planning focus. Ensure they consider your entire retirement timeline, not just immediate financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Devin T
Series 66
Lexington, KY
LPL Financial
Devin Tweed's 18 years of experience at LPL Financial in Lexington, KY, equip him to address retirement planning with an understanding of local living costs and diverse portfolios. His flat-fee and hourly fee structures, combined with LPL's broad client services and research support, differentiate him from advisors at smaller firms or with less flexible pricing.
Experience: 18 years
Avg account: $399,489
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Edward B
Series 63
Lexington, KY
E. S. Barr & Company
Edward Barr offers extensive experience in wealth management and active portfolio management, making him well-suited for retirement planning in Lexington, KY. His firm manages nearly $2 billion with a value-focused, capital preservation approach and serves high-net-worth clients with a 1.25% AUM fee, distinguishing him from advisors with different investment styles or client focuses.
Experience: 33 years
Avg account: $4,721,325
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Karie H
Series 63, Series 65
Lexington, KY
Raymond James & Associates
Karie Howard's 17 years of experience and expertise in general retirement planning and wealth management make her well-equipped to address retirement needs in Lexington, KY, considering local living costs. Affiliated with the large firm Raymond James & Associates, she offers flat-fee and hourly fee structures, serving a diverse client base including individuals and corporate entities, which may provide broader resources compared to smaller firms.
Experience: 18 years
Avg account: $788,879
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Rolland B
Series 63, Series 66
Lexington, KY
Bankers Life Advisory Services, Inc.
Rolland Blair III in Lexington, KY, offers wealth management services with 13 years of experience and holds Series 63 and 66 licenses, suitable for retirement planning that considers local living costs. Affiliated with the large firm Bankers Life Advisory Services, he provides discretionary portfolio management and investment consulting with negotiable fees, focusing on tax efficiency and customized asset allocation for mass-affluent and high-net-worth clients.
Experience: 14 years
Avg account: $172,460
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Ramsey B
CFP®
Lexington, KY
Moneywatch Advisors, Inc.
Ramsey Bova's 12 years of experience and CFP® certification equip him to address retirement income strategies and wealth management tailored to Lexington's cost of living. His firm emphasizes long-term portfolio management with fundamental analysis and favors low-cost mutual funds and ETFs, offering a comprehensive approach distinct from advisors focusing solely on investment growth or local clients.
Experience: 12 years
Avg account: $858,685
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