KDA Patrons, Exhibitors & Sponsors


400 East Vine St, Suite 400

Lexington, KY 40507


BOOTH # 35


As an independent, employee-owned firm, our team works tirelessly to ensure our clients receive the best financial planning, investment management, and service. Our goal is to provide a balanced and purposeful perspective on financial planning and wealth management. Our team works as your personal financial advisor, helping you navigate through career development, peak accumulation years, and financial independence. As an objective partner, we help balance your retirement savings with personal spending, while providing cohesive and purposeful investment management. Our continuously evolving plan cultivates and protects your legacy.

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KDA Bronze Patron