Proactive Wealth Management

Wheeler Financial Services, operating under Keystone Financial Group, is committed to providing customized financial solutions tailored to meet the individual needs of clients in Lexington, Kentucky, and surrounding areas. Their approach emphasizes client experience and active management, ensuring that strategies for business ownership, investment management, tax planning, retirement, and charitable giving are built around the unique circumstances of each client. The firm is structured to foster open communication and strong client relationships, beginning with no-obligation initial meetings. With a clear focus on creating lasting foundations for financial growth, they partner with LPL Financial to manage client assets and prioritize education, technology, and personalized strategies in their investment planning processes. Generated from the website

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.

ETA Investments is a premier financial advisory firm located in Williamstown, KY, specializing in comprehensive investment services and personalized financial planning. Our expert team offers a wide range of solutions tailored to meet the unique needs of individuals, families, and small business owners. We provide expert guidance in investment advice, portfolio management, retirement plans, IRAs, fixed annuities, structured settlements, and life insurance. At ETA Investments, we understand that financial success requires careful planning and strategic decision-making.