Bagby Wealth Management is an independent financial advisory firm based in Lexington, Kentucky. The company provides comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. They emphasize a client-centric approach, aiming to provide clarity and confidence for their clients' financial futures. The firm operates in association with Independent Advisor Alliance, a registered investment advisor, and utilizes LPL Financial for securities and brokerage services, allowing them to maintain independence while accessing the resources of a major financial services company.

Founded in

United States