Roberts CPA Group

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

Established in 1925, Monroe Shine & Co. is one of the largest public accounting firms in Southern Indiana and Central Kentucky. It provides financial reporting, tax compliance and planning services. The company also deals in internal control reviews, LIFO elections and computations, cost segregation studies and inventory management. It serves various industries, such as financial institutions, manufacturing, professional service firms and dealerships, among others. Monroe Shine & Co. is a member of CPAmerica International, an international network of high-quality CPA and business consulting firms. It also has affiliations with other national and local organizations, such as American Institute of Certified Public Accountants (AICPA), Kentucky Society of Certified Public Accountants (KSCPA), Indiana CPA Society (INCPAS), Southern Indiana Chamber of Commerce and many more.