VOICES OF TRUST
ELIZABETH'S STORY
"We chose to move our financial planning and investing to High Knoll when I chose to change jobs in midlife. Jonny asked us questions that helped us solidify our goals, then built a plan around those goals. We both feel more confident and hopeful about realizing our financial and life goals working with High Knoll. We’ve had major changes and minor questions since we engaged High Knoll and Jonny treats all our inquiries with responsive care. He even caught a big mistake made by a (former) CPA, saving us a huge tax bill and hassle. I recommend working with High Knoll at any stage of life, they are engaged, approachable, and have given us financial peace of mind."
- Elizabeth, Client
BRIAN'S STORY
"I've been working with Jonathan Pliszka at High Knoll Wealth Advisors for several years now, and I can confidently say that he is an exceptional wealth manager. Jonathan's deep knowledge of finance and real-life experience make him an invaluable resource when it comes to navigating complex financial strategies.
One thing that really sets Jonathan apart is his passion for helping people. He truly cares about his clients and goes above and beyond to ensure that they feel confident about their financial future. I know that I can always count on him to provide sound advice and guidance, and his personalized approach to financial planning has helped me feel more secure about my retirement.
In addition to being a great wealth manager, Jonathan is also a fantastic teacher. He has a knack for breaking down complex financial concepts into easy-to-understand terms, which has helped me make more informed decisions about my finances.
Overall, I highly recommend Jonathan Pliszka and High Knoll Wealth Advisors to anyone who is looking for a trustworthy and knowledgeable financial advisor."
- Brian, Client
MICHELLE'S STORY
"Jonny is extremely knowledgeable and genuinely loves what he does, helping his clients build for success and navigate life’s ever changing paths. I’ve been working with him for a few years now and am very happy with what we’ve been able to achieve so far. I know I can trust Jonny to put me on the best path based on my short and long term goals, and that he’ll be there to advise me with whatever comes our way. Thanks, Jonny for all you do!"
- Michelle, Client
Please note that testimonials reflect unique experiences from select clients and should not be considered as indicative of all client experiences. Testimonials are provided voluntarily and without any form of compensation, either monetary or non-monetary. It is important to understand that investing carries inherent risks, including the potential loss of principal and fluctuations in value. Past performance is not indicative of future results.
For additional information regarding High Knoll Wealth Advisors, LLC, please consult its current disclosure documents. You can access the Form ADV and Form ADV Part 2A Brochure online through the Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #300412
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WE ARE AN INDEPENDENT, FEE-ONLY, FIDUCIARY, AND CLIENT-FOCUSED WEALTH MANAGEMENT FIRM COMMITTED TO PROVIDING CLEAR AND OBJECTIVE FINANCIAL PLANNING AND GUIDANCE.
The Best of Lexington, administered by the Lexington Herald Leader, is dedicated to recognizing and celebrating the businesses, individuals, and destinations that hold a special place in the hearts of our local community members. We are delighted and honored to announce that we have achieved the prestigious Gold standing as the Best Financial Planner in Lexington for 2024, as voted by our valued community.
High Knoll Wealth Advisors, LLC (“HKWA”) is a registered investment advisor offering advisory services in the State of Kentucky and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HKWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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HKWA operates as a registered investment advisor in the state of Kentucky. We may only transact business in those states where it is appropriately registered or excluded or exempted from registration. The distribution of information on the HKWA website is intended for general information purposes and should not be construed by any consumer or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by HKWA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if High Knoll Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of High Knoll Wealth Advisors by any of its clients. Rankings published by publications and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. High Knoll Wealth Advisors does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
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