3 Best Financial Services in Lexington, KY

“ABRI pulls all the pieces of your financial life into one relationship, offering truly holistic advice. Zack Wallace is the founder of ABRI. He graduated with a BA in Theology and holds CLU® and RICP® series licenses and certifications. ABRI provides effective financial planning services and manages every detail of their clients' financial plans to ensure they stay on track. They cater to successful individuals who want expert financial advice but need more time to become experts themselves. Their job is to help you clarify your goals, educate you on the best strategies to use, and make sure your plan stays on track. With an award-winning team, they provide personalized financial planning services so clients can feel confident about their future.”

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“R.L. Brown Wealth Management helps you build the proper investment portfolio required to achieve your financial goals without taking on more risk than you can handle. They collaborate directly with your attorney and other professionals to ensure everyone is focused on safeguarding your legacy. R.L. Brown Wealth Management helps you minimize inheritance taxes and ensure your loved ones are cared for in the future. They analyze your financial statements and devise a strategy to manage risks effectively. They can also assist you with your retirement savings strategy and offer various options, regardless of your chosen path. They are providing 20-minute phone calls to their clients.”

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“Alpha Financial Partners is a fiduciary-based financial planning and investment advisory firm for institutions and individuals. They wake up every day thinking about their clients and how they can help their families and employees get on track for a long and healthy retirement. Alpha Financial Partners is committed to putting their clients' needs before their own and to being consultative and transparent in their approach. They start by having an in-depth conversation to examine your current situation and identify your financial goals. Alpha Financial Partners collaborates with your other trusted advisors to analyze and evaluate your financial situation. They then create, help implement, and regularly monitor your plan to increase the likelihood of success.”

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