Personalized Financial Planning In Richmond, Kentucky

Legacy Wealth Management is honored to serve the Richmond, KY community—rich in history and full of resilient, community-minded individuals. Richmond carries a proud legacy of perseverance and heritage.

Home to Eastern Kentucky University, the city also blends a strong educational presence with a welcoming, small-town spirit. We’re proud to support the financial planning needs of Richmond’s educators, families, professionals, and retirees who are shaping the future while honoring the past.

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Financial Planner in Richmond, KY

Helping Clients in Richmond Build Secure, Sustainable Financial Futures

We are dedicated to making a profoundly positive difference in the lives of our clients in Richmond, by providing guidance, clarity, and support throughout every stage of their financial journey. Whether you’re focused on investment management, tax strategies, college savings, or business succession, our personalized approach to financial planning is built to reflect the goals and values of the people who call Richmond home.
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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.

Georgetown, KY

Lexington, KY

Nicholasville, KY

We take the stress and uncertainty out of retirement planning.

John D. Davis, AAMS

Founder & CEO

Josh Dunn, CFP®

Wealth Advisor

Garrett L. Headley

Partner
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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.

We typically help with:

  • Early retirement options
  • Retirement account contributions
  • Compensation analysis
How We Help Pre-Retirees

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.

We typically help with:

  • Maximizing income
  • Withdrawal strategies
  • Estate planning
How We Help Retirees

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.

We typically help with:

  • Benefit analysis
  • Investment management
  • Pre-retirement planning
How We Help Professionals

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.

We typically help with:

  • Succession planning
  • Retirement plan analysis
  • Tax planning
How We Help Business Owners

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.

We typically help with:

  • Early retirement options
  • Retirement account contributions
  • Compensation analysis
How We Help Pre-Retirees

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.

We typically help with:

  • Maximizing income
  • Withdrawal strategies
  • Estate planning
How We Help Retirees

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.

We typically help with:

  • Benefit analysis
  • Investment management
  • Pre-retirement planning
How We Help Professionals

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.

We typically help with:

  • Succession planning
  • Retirement plan analysis
  • Tax planning
How We Help Business Owners
What We Do

Strategic Financial Planning Services to Secure Your Retirement

Retirement Planning

Investment Planning

Financial Planning

Tax Planning & Strategies

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You've Built.

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Start Your Legacy Journey Today

Start Your Legacy Journey Today