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

Josh Dunn, CFP®

Wealth Advisor

As a Wealth Advisor at Legacy Wealth Management, Josh Dunn helps clients simplify the complex by offering thoughtful, personalized guidance across all facets of financial planning. From investment management and retirement income strategies to tax-efficient planning and client education, he plays a central role in ensuring each client feels empowered and informed. Josh also teaches Legacy’s retirement classes and is instrumental in evaluating new technologies that enhance the client experience. He holds a Bachelor of Science in Mathematics from the University of Kentucky and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2025. Prior to joining the financial services industry, Josh led revenue operations for a national lodging company, gaining broad experience in strategic systems and finance.

What do you enjoy most about your work?

“I truly enjoy making a positive impact on our clients’ financial lives. Helping people reduce stress and gain clarity around their money is incredibly rewarding — it’s one of the most meaningful aspects of this profession.”

What inspired your career path in personal finance?

“With a background in mathematics and corporate finance, the transition into personal finance felt like a natural next step. After meeting John and seeing the culture and vision of the firm, I knew Legacy was the place where I could grow a long-term career doing work that matters.”

How do you spend your time outside work?

“My favorite role outside of the office is being a dad to my two boys, Hayden and Jake. I also enjoy golfing — I’ve won several amateur tournaments and still compete in local events, including some with clients. Golf is a passion of mine and a great way to connect both personally and professionally.”