Trust. Integrity. Mutual respect. These are the operating principles we rely on when we work to develop an investment approach that is designed to meet our clients’ financial goals and objectives. Our client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
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Lexington,
KY Financial Advisor Branch Office
Location
771 Corporate Drive
Suite 605
Lexington, KY 40503
Lexington, KY 40503
Phone
Toll Free
Fax
859-402-0079
Meet the Team
Managing Partner, Senior Wealth Advisor
Elkhorn Private Wealth
Wealth Advisor
Elkhorn Private Wealth
Senior Wealth Associate
Elkhorn Private Wealth
Wealth Associate
Elkhorn Private Wealth
Branch Operations Manager
Elkhorn Private Wealth
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Lexington, KY location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Lexington office is comprised of talented financial professionals with years of wealth management experience.
The Benjamin F. Edwards team of financial advisors is proud to serve Lexington, KY and surrounding communities.
Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Our Services
Our Lexington branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Equity Investments
- Financial Planning
- IRAs
- Life Insurance
- Portfolio Construction
- Retirement Planning Services
- Social Security Strategies
- Stocks, Bonds, and Mutual Funds
- Trust Services
- Wealth Transition Strategies
- Advisory Services
- Affluent Investor Services
- Alternative Investments
- Asset Allocation
- Business Owner Services
- Cash Management
- Charitable Planning Strategies
- Concentrated Equity Strategies
- Education Planning Strategies
- Estate Planning Strategies
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Lexington, KY branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first and helping them reach their financial goals.
Contact the Lexington Branch
Find us in Lexington
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