Personalized Financial Planning In Nicholasville, Kentucky

Legacy Wealth Management is proud to serve clients in Nicholasville, KY. Located in the heart of Kentucky’s Bluegrass region just outside Lexington, Nicholasville offers the perfect blend of small-town charm and easy access to the amenities of a larger city.

Known for its scenic landscapes, family-oriented neighborhoods, and strong agricultural roots, Nicholasville is home to hardworking individuals and families building their lives and legacies in Central Kentucky. We’re honored to provide financial guidance to those who call this vibrant community home.

Financial Planner in Nicholasville, KY

Helping Clients in Nicholasville Build Secure, Sustainable Financial Futures

We are dedicated to making a profoundly positive difference in the lives of our clients in Nicholasville, 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 Nicholasville home.

Service Locations

Proudly Serving Clients Throughout Kentucky

Legacy Wealth Management is proud to serve individuals, families, and business owners throughout Kentucky, with deep roots in the communities we call home. We’re committed to providing trusted financial guidance to clients across the Bluegrass region. From the heart of horse country to the growing neighborhoods and small business communities throughout Central Kentucky, we’re honored to be part of the lives and futures of the people who make this state exceptional.

We take the stress and uncertainty out of retirement planning.

Founder & CEO
Wealth Advisor
Who We Serve

Serving Your Unique Needs With a Commitment to Integrity & Hard Work

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.

Pre-Retirees

We can help you gain clarity around your retirement goals and set you on a path to reach those goals in the next 5 to 10 years.

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Retirees

We are a trusted partner who can provide the support and guidance needed to help you move forward in your retirement years with clarity and confidence.

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Blue-Collar Professionals

You’ve achieved success through hard work and focus. We’re here to help guide you through the financial planning intricacies of making the most of your future.

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Kentucky Business Owners

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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What We Do

Strategic Financial Planning Services to Secure Your Retirement

Retirement Planning

Investment Planning

Financial Planning

Tax Planning & Strategies

Enjoy the Life
You've Built.

Contact Us

Start Your Legacy Journey Today

Start Your Legacy Journey Today