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Wealth Managers | High Net Worth

Kentucky

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Rankings overview for Departments

  1. Ballast, Inc.
    Ballast, Inc. 5 Years Ranked
  2. Baird
  3. E.S. Barr & Co.

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Spotlight

  1. Ballast, Inc.
    Ballast, Inc.
    Wealth Managers
    2025 | Spotlight | 5 Years Ranked

    Ballast is a respected provider of wealth management advice to clients throughout Lexington. It assists with both financial planning and investment management.

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  2. Baird
    Wealth Managers
    2025 | Spotlight
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  3. E.S. Barr & Co.
    Wealth Managers
    2025 | Spotlight
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