Acuity | Wealth Management Advisors

We specialize in the art of
holistic wealth management.

We seek first to understand your financial goals and then to design a customized plan to help guide you to success. We embrace a fiduciary standard of care, so you can rest assured that our interests are aligned with your own.

Our Services
A·CU·I·TY

The definition of acuity is the ability to hear, see or think sharply or keenly, which describes perfectly what we strive to achieve. We are committed to being knowledgeable and creative professionals as well as trusted advisors who are acutely aware of your ever-changing life and financial needs.

Our Services

Our Services

We deliver holistic wealth management in a comprehensive, full-service manner that begins with an understanding of your goals, your current situation and your ability, willingness and need to take financial risk.

Individuals & Families

We all have a unique "why" that helps define our purpose, passions, and goals. That's why we get to know our clients in a real way - so that each plan we create is tailored to help our clients live their most fulfilling life.

Business Owners

Succession, tax, cash flow and investment planning are issues facing all business owners. Our advisors are not only able to assist you in designing and implementing a strategic, logical and academically sound plan, but will also be committed to educating you along the way.

Retirement Plans

As educators and fiduciary partners, we offer a better retirement plan for you and your employees.

Trusts, Institutions and Foundations

The objectives and time horizons of trusts, institutions, and foundations vary significantly from those of individuals. Our advisors have decades of experience assisting trustees and directors in making informed decisions that are aligned with their organization's mission.

Insurance

No financial plan is complete without giving focused attention to risk management. Choosing to defer risk to an insurance company or to accept risk and self-fund requires skilled analysis and a deep understanding of your financial goals and risk tolerance.

Ready to get Started?

Since our inception, we have been focused on helping our clients turn visions into goals and goals into success.

Acuity is a Registered Investment Advisory firm located in Lexington, Kentucky. As Certified Public Accountants and Certified Financial Planner Practitioners, we are able to see beyond investments and advise our clients on all aspects of their financial lives. Our clients are more than figures on a spreadsheet, and we strive to understand their goals and dreams prior to implementing their plan. We understand that without purpose, a plan is nothing more than numbers on a page and ideas lacking authority and direction.

More About Us

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