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ABOUT US

Are We Right For You?

IF YOU WANT A TEAM
ON YOUR SIDE…

We’re just right for you! We do everything as a team, which means you get the benefits of all our brains—not just one person’s.

IF YOU WANT A TEAM WHO DOES THEIR RESEARCH…
You’re at the right place. We do all our own research, and we keep our clients informed and educated about where their money is going and why.

IF YOU WANT A TEAM WHO TAKES A LONG VIEW…
We’re right for you—and you’re right for us. We plan way ahead, always keeping you and your goals in mind with every decision we make. We promise to put you first, to keep you informed, and to help you plan for the life you want.

Our Values

DUPREE VALUE #1: HUMANITY
Focused on people, not just numbers. Your money isn’t just a number on a spreadsheet. It’s how you’re going to travel the world, how you’re going to buy Christmas gifts for your grandchildren, how you’re going to support yourself in the next phase of your life. Your money is important because it supports your life. That’s why we stay focused on the people behind the numbers, and why we’re dedicated to finding personal solutions that work for you and the life you want.

DUPREE VALUE #2: RESEARCH
Done the old-fashioned way: in-house and in-depth. We personally research the companies we invest in—before we invest in them. That means diving deep into annual reports, talking to decision makers, and even visiting in person to get a feel for the place. It also means no outsourcing our research—it’s all done right here at our office in Lexington. We dig deep into our research to find the right companies to invest in on your behalf—and because it’s just the right way to do things.

DUPREE VALUE #3: EDUCATION
Because knowledge leads to understanding. We want you to truly understand where your money is invested. If you know where your money is and why it’s there, you’ll be more comfortable with your investments when fear is prevalent in the market. We’ll keep you updated every time we meet, and you can talk to us anytime. No mysteries and no smoke and mirrors—just transparency, honesty, and a level of understanding to help you sleep better at night.
DUPREE VALUE #4: LONGEVITY
We believe in long-term relationships and long-view investments. The recipe for a successful retirement: start planning early, and plan for the long-term. That’s how we approach it here at Dupree Financial. We’re here to be your partner for the rest of your life—we want to get to know you better and better, both as you approach retirement and as you live in it. We’re not in this for risky, short-term gains, and we hope you’re not either. We’re in this to help you manage your money for a lifetime.
DUPREE VALUE #5: ADAPTABILITY
If something isn’t working, we’re not afraid of changing it. The market is always changing. That’s why we don’t believe in set-it-and-forget-it investments. We’re constantly evaluating how our investments are working for you, and we’re always looking for ways to improve. If we get new information, if the markets adjust, or if something just isn’t performing the way we hoped, we’ll talk it over with you and make a change.

Meet The Team

Tom Dupree

Mike Johnson

Guy Huguelet

Phillip Sexton

Margaret Grider

Retirement + Income

401(K) ROLLOVER
MAKING ROLLOVERS SIMPLE Whether you’re starting a new job, combining retirement accounts from previous jobs, or just want an independent option for your 401(k), we’re happy to help. We’ll handle the whole process for you and get you an account that’s easy to understand, contribute to, and manage.

ROTH IRA
SET ASIDE AFTER-TAX INCOME A retirement account that allows you to save after-tax income—up to a certain amount each year, usually $5,500 to $6,500—to save for retirement. Earnings and withdrawals are tax-free after age 59 ½. We can help you determine whether a Roth IRA is right for you, set the account up for you, and manage it up to and through your retirement.

TRADITIONAL IRA
BUILD YOUR OWN RETIREMENT A retirement account which allows you to contribute a certain amount of income every year. The income can be contributed before tax, allowing your money to grow tax-deferred. After age 59 ½, withdrawals are treated and taxed as current income. We can help you determine whether a Traditional IRA is right for you, set up and manage the account, and help you manage your income from the account in retirement.
INDIVIDUAL & JOINT INVESTMENT ACCOUNTSANOTHER OPTION FOR YOUR FUTURE Individual and joint investment accounts offer another option for retirement savings beyond 401(k) accounts, Roth IRAs, or Traditional IRAs. Not sure which account type is right for you? We’ll sit down, learn about your goals and lifestyle, and help you choose the best way to invest for your retirement.
PORTFOLIO REVIEW
IT’S ALWAYS WORTH A LOOK Make sure your investments are working for you. Bring us your portfolio (even if it’s not with us). We’ll take a close look, then sit down with you and make recommendations. If we think everything’s working fine, we’ll let you know that too—because sometimes the best action is no action.

Ready to invest in your future?

LET’S TALK.