Our Firm | Moneyline Wealth Management, Lexington KY
A Full-Service Financial Firm
Moneyline Wealth Management is a full-service financial firm based in Lexington, Kentucky. We are committed to helping individuals, families, and business owners pursue their financial goals. We offer a wide range of financial information, products, and services, and we believe you will be better able to identify your goals and make sound decisions when you have access to clear, honest information.
Who We Work With
We work with individuals and families planning for retirement, managing investments, and protecting what they have built, as well as business owners evaluating retirement plans and employee benefits for their teams. Whatever stage of life or business you are in, we start by listening and build from there.
A Broad Network of Resources
Our firm maintains relationships with a range of financial-services companies. If we do not offer a particular product or service directly, we know firms that do, and we can help point you in the right direction. Please contact us if you have any questions about our firm or the products and services we provide.
Frequently Asked Questions
What kind of firm is Moneyline Wealth Management?
We are a full-service financial firm. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Do you work with business owners as well as individuals?
Yes. We help individuals and families with financial and retirement planning, and we help business owners with employee benefits, group insurance, and retirement plan options for their companies.
What if you don't offer a service I need?
Our firm maintains relationships with a range of financial-services companies. If we do not provide something directly, we can often point you toward a firm that does.
We're here to help
Contact us with any questions about our firm or the products and services we provide.