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Our approach is a relationship, not a transaction

 Successful financial planning requires trust, patience, hard work, and dedication.   Contact us today to see how our process and attitudes can benefit you.

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Our History

We focus on building meaningful experiences and relationships with  our clients, thanks to decades of experience.

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Our Services

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

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Getting Started

We work with you to outline what's most important and craft a financial strategy around your needs.

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Adam Legate

Adam Legate

Wealth Manager, Partner

(859) 263-2303

(859) 263-2302

Jason Young

Jason S. Young

Partner, Wealth Manager

(859) 263-2301

(859) 263-2302

Kevin Kitchin

Kevin Kitchin, CFP®

LPL Investment Advisor Representative, Partner

(859) 263-2304

(859) 263-2302

Susan Lowe

Susan Lowe

Office Administrator

(859) 263-2304

(859) 263-2302

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