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We proudly serve the financial planning needs of individuals, families, and business owners across Lexington, KY—a city where horse country heritage meets innovation, and where local pride runs deep.
From supporting the region’s thriving small business community to helping hardworking professionals and healthcare workers plan for retirement, we understand the unique financial landscape of Lexington.
We are dedicated to making a profoundly positive difference in the lives of our clients in Lexington, by providing guidance, clarity, and support throughout every stage of their financial journey. Whether you’re focused on investment management, tax strategies, retirement planning, or business succession, our personalized approach to financial planning is built to reflect the goals and values of the people who call the Bluegrass State home.
At Legacy Wealth we realize that every client is different but they, and we, share a commitment to the values of hard work, integrity, and uncompromising quality. We help our clients work toward financial independence and help them secure their life’s aspirations through our personalized approach to financial planning, wealth accumulation and preservation.
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We understand the unique challenges business owners face and can support your financial planning needs from both a personal and business perspective.
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