At High Knoll Wealth Advisors, we believe that true wealth is achievable through a dynamic and evolving investment approach and financial plan. That's why we are committed to continuously enhancing our clients' financial plans and portfolios, strengthening our relationships, and striving for perfection.
We understand that your financial needs and goals will change over time, and so should your investment strategy. By establishing a solid financial foundation and regularly monitoring it, you can achieve your long-term aspirations and secure your financial future.
Central to our mission is a driving passion to empower individuals and organizations alike. At High Knoll Wealth Advisors, we're dedicated to helping you seize control of your financial future, transforming your vision of wealth into a tangible reality.
At High Knoll Wealth Advisors, we believe that attaining genuine wealth cannot be achieved through a generic wealth management approach or without a sense of ease and confidence. That's why we take a personalized approach to help you achieve your financial goals. By actively listening to your aspirations and desires, we facilitate open communication and develop a tailored strategy that evolves with your changing needs and lifestyle.
At High Knoll Wealth Advisors, our goal is to empower you to take control of your financial future. We believe that a one-size-fits-all approach to wealth management is not effective. Instead, we work with you to understand your personal definition of wealth and create a customized investment strategy that reflects your individual or organizational needs and goals.
We'll help you develop your own investment process and philosophy, and take care of any financial details you don't want to handle. Our aim is to provide you with the knowledge, support, and expertise you need to achieve your vision of financial abundance.
Our greatest satisfaction comes from witnessing our clients grow in confidence and self-assurance as they make informed investment choices for their financial future. Whether you seek continuous education or prefer a hands-off approach to portfolio management, we are dedicated to providing you with the support you need to achieve success on your own terms.
We'll begin by getting to know you & your unique financial situation. We'll ask about your current goals, both immediate and long-term, to help us understand what is most important to you in the future.
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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of HKWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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.
For information pertaining to the registration status of HKWA, please contact the state securities regulators for those states in which HKWA maintains a registration filing. A copy of HKWA’s current written disclosure statement discussing HKWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HKWA upon written request. HKWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HKWA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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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