Get in touch

Portfolio management made for you


Where to find us

237 East Main Street
Lexington, KY 40507
(859) 233-0400

What should I expect
on my first meeting?

A no-pressure sit-down with our advisors. We’ll ask you some questions, answer any of yours, and get to know you. This usually takes about half an hour, but we’re not watching the clock. This and all meetings are completely free of charge, and always will be.

What should I bring to my first meeting?

Any financial information you have. This includes account statements, financial documents, your portfolio, and anything else you’d like our team to look over.

Where should I park?

We have plenty of parking available nearby! We recommend parking right next door in the Chase Bank garage, which you can access from Esplanade or Martin Luther King Boulevard. We’ll validate your parking before you leave. Just dropping something off? Park on the street—there are almost always meters open on Esplanade, and they take both cards and cash.

Call Us Today!