Broker Check

Without a close look, you might reach the conclusion that all wealth management firms are sort of similar. That would be a mistake. We've invested a huge amount of thought and energy into structuring our firm to be unique - and better. Here's how: 

Create Your Retirement Roadmap

Welcome! I'm David, founder of Lexington Wealth Management. I'm a Chartered Financial Consultant® and Retirement Planning Specialist with more than 25 years of experience helping overwhelmed investors get the clarity and confidence they need to achieve their financial goals and succeed at life.

Whether you're close to retirement, already retired or just thinking of working less, you're in the right place. My clients appreciate my passion and commitment to their retirement dreams.

To learn more about how we can work together, click the button below. To go ahead and schedule a complimentary a no-obligation call click here.

How We Help

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Proudly Serving the

Greater Lexington Kentucky Area