From Legacy Wealth Management
We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life's stages. The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives. Our experienced team currently advises select families, professionals, business owners, physicians, and institutions. We can help you address your financial future with confidence for years to come. For a complimentary consultation, please call (859) 296-1200.
Google: 5/5 
BBB: A+
John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management.
My experience with Legacy Wealth has always been very professional and they have always met my needs. John Davis is always available as well as the staff. I highly recommend Legacy Wealth Managment.
I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirment money. And, I always feel like I have acess to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management!