Lexington Wealth Management was founded by David Dedman, a retirement planning specialist with more than two decades of industry experience. The company helps Lexington clients clarify and control their financial goals. In addition, it offers investment and wealth management services to help grow client assets.
Legacy Wealth Management is a Lexington-based wealth management firm that helps clients prepare for retirement . The managing partners have more than five decades of combined industry experience, and they focus on each client's individual needs, desires, goals, and personal objectives. Legacy Wealth Management offers comprehensive financial planning services, insurance plans, advice, and a number of investment services.
It offers comprehensive financial planning on a fee-only basis to help clients meet their goals regardless of their current circumstances. It offers retirement planning opportunities that allow clients to save for an ideal retirement, and the firm's experienced advisers develop an investment strategy for each client's assets. Moneywatch Advisors manages investment portfolios on a long-term basis.
Dupree Financial Group was founded on the principle that long-term client relationships are key to successful wealth management . The company monitors the client's assets and makes plan changes as the client's needs change. Tom Dupree founded the Lexington-based firm in 2003, focusing on clients who are preparing for retirement or already retired.
Alliance Financial Planning is a Lexington-based, independent financial planning firm founded in 2014. Its advisers work for the client rather than outside third parties. The company offers investment and asset management, including bonds, stocks, brokerage accounts, and IRAs . Financial planning services include retirement and estate planning, college tuition plans, and profit sharing plans, and clients also have access to different life and disability insurance options.