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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

How can we help define your legacy?

Your Goals • Your Legacy • Our Guidance


We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life's stages. The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives.

Our experienced team currently advises select families, professionals, business owners, physicians, and institutions. We can help you address your financial future with confidence for years to come. For a complimentary consultation, please call (859) 296-1200.

What Makes Legacy Wealth Management Unique?

Our top priority is helping you make educated financial decisions for yourself

and your family. We have enjoyed long term relationships with clients that

encourage open and honest communication. Our clients value our integrity,

commitment, and personalized approach. These principles have been the

cornerstone of our success.

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Our Core Values


Our online portals allow you to have anytime access to your accounts, statements, and transactions. We are straightforward with our fee structure so you will have confidence in the value we deliver. Clear communication is important to us so you fully understand your financial situation.

Proactive Advice

Years of experience have prepared our team to clarify any questions you may have. We strive to stay a step ahead and strategically organize your financial roadmap. Developing proactive advice for your specific financial goals is our objective.

Unparalleled Experience

We are client focused and committed to developing a long-term, working relationship with you. Trust and integrity are important to us and we value your privacy and confidentiality.

Financial Confidence

We long for structure and confidence toward your financial future. Our clients fully understand how their money is being managed, and our advisors provide clarity to all facets of your financial life. 

What is your personal Risk Number?


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Want to discuss your financial future?

For the past several decades, we have worked with people just like you with similar issues and concerns.

In addition, we realize that our approach is not for everyone. If you would like to see if we are a good

fit for your situation, contact us to schedule a no-obligation, complimentary consultation. 

Schedule an Appointment

Helping Preserve Family Legacies Since 1982

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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