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Investments & Financial Planning LLC

EST. AUM
$318,664,226

CONTACTS

CLIENT ACCOUNTS
1,780

Firm Details

Metro area Louisville
CRD Number 164333
Website investfp.com
Client types

Overview

Investments & Financial Planning, LLC is a full-service registered investment adviser based in Lexington, Kentucky, with over 40 years of combined advisory and planning experience. The firm serves individuals, families, and businesses through a predominantly fee-based advisory model emphasizing independence, diligence, objectivity, and integrity. Services span investment management, financial planning, retirement planning, estate planning, insurance planning, and charitable giving strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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