About

About Us

Helping clients build secure, sustainable financial futures

In the Community

Positively impacting the Lexington community

Our Team

We focus on your needs and financial goals

Our Office

Personalized financial planning in Kentucky
Services

Retirement Planning
For the lifestyle you envision

Investment Planning
Aligned with your goals

Financial Planning
For a secure future

Tax Planning & Strategies
Helping you make smart decisions
Who We Help

Pre-Retirees

Gain clarity around your retirement goals

Retirees

Move forward in your retirement years with confidence

Blue-Collar Professionals

You've achieved success through hard work and focus

Kentucky Business Owners

We understand the unique challenges you face
Resources
Financial Insights

Insights for your financial journey

Upcoming Events
Helping our clients secure their life’s aspirations

Retirement Planning Today Classes
Get the knowledge to better plan your retirement

Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings
Client Logins
Legacy Wealth Central

Schwab Alliance

Fidelity

TIAA
Contact Us

John D. Davis, AAMS

Founder & CEO

As Founder and CEO of Legacy Wealth Management, John D. Davis is the visionary force behind the firm’s long-term strategy and day-to-day leadership. With more than 30 years of experience in the financial services industry, John is deeply involved in shaping the firm’s culture, supporting its team, and delivering a client-first experience across investment management, financial planning, and service delivery. A graduate of the University of Kentucky with a BBA in Finance and Economics, John also holds the Accredited Asset Management SpecialistSM (AAMS®) designation and numerous securities and insurance licenses. Before founding Legacy Wealth Management in 2009, he held advisor and leadership positions at A.G. Edwards and Bank One.

Why did you choose this profession?

“This career allows me to combine my love of finance, economics, and business with a strong desire to help others. It’s the perfect culmination of my values and aspirations. Having the opportunity to make a profoundly positive difference in the lives of our clients and their families is incredibly fulfilling.”

What’s the best career advice you’ve received or given?

“Don’t be afraid to fail—failure is one of the best ways to learn. And no matter what, maintain a great attitude and work harder than anyone else around you. Those two things will take you farther than any shortcut ever could.”

How do you spend your time outside the office?

“My family comes first. I’ve been married to my wife for over 30 years, and we have three wonderful children. We love spending time outdoors, whether it’s on our boat at the lake, camping, or exploring new places together. That connection to nature and family fuels everything I do.”