Mercurio Wealth Advisors

In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write a detailed financial plan, Kentucky Planning Partners, LLC financial associates are trained to help. Our financial services representatives take the necessary time to educate our clients so informed decisions can be made for years to come through their affiliation with LPL Financial. Our representatives offer fee-based financial planning that is delivered in an easy to understand manner, fee-based wealth management, insurance planning, and employee benefits planning.

At Cornerstone Wealth Management, we provide client-focused financial planning for individuals, families, and business owners. For over 20 years, our goal has been to deliver sound financial advice and reliable solutions to members of the greater Lexington, Kentucky community. Dedicated to building lifelong partnerships with our clients, we are a “family first” business and strive to support our clients with the same quality and care we would our family and friends.

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.