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We are an Independent
Wealth Planning Group

Strategic Thinking. Personalized Planning.

We Are Locally Owned & Operated

We have assisted our clients in working towards their financial goals for over 45 years.

Independent Guidance from Experienced, Professional Advisors

Let Our Family Serve Yours.

Full-Service Wealth Management

Estate, Tax, Retirement, and Legacy Planning.

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Our Story

Our wealth advisors are professionally qualified with years of experience in the financial services industry and with advanced degrees from top institutions - we take a long-term view to financial planning, building strong relationships with our clients and community.

Personalized, Strategic Wealth Management Services

For Individuals

  • Wealth accumulation

  • Retirement planning

  • Estate planning

  • Life & disability insurance

  • Tax strategies

  • Education savings

  • Long-term care

  • Charitable gifting

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For Businesses

  • Financial & operational planning

  • Succession planning

  • Executive compensation

  • 401(k) & retirement benefits

  • Growth & exit strategies

  • Risk management (insurance)

Get In Touch

859.266.0012
800.928.0012
859.266.3923 (f)

3217 Summit Sq. Pl., Suite 250

Lexington, KY 40509​

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© 2026 Salomon & Company.

All Rights Reserved.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this page may only discuss and/or transact business with residents of the following states: Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA),Illinois (IL), Indiana (IN), Kansas (KS), Kentucky (KY), Louisianna (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN),  Mississippi (MS), North Carolina (NC), Nevada (NV), New Jersey (NJ), New Mexico (NM), New York (NY), Ohio (OH), Pennsylvania (PA), Puerto Rico (PR), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), West Virginia (WV), Wisconsin (WI).  LPL Financial Relationship Summary.

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SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions.  SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.  Please click here to learn more.

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