What We Do

Based in Lexington, Kentucky, we are a wealth management firm that is focused on helping our clients feel confident with their plans and decisions as they navigate their financial journey. Our seasoned team strives to provide the highest level of service in financial planning and investment management so you can focus on what matters most to you. Contact us today to see how our financial advisors can help you find the confidence you deserve.

Helping You Find Financial Freedom

Looking for a wealth advisor that actually helps you reach your financial goals? Let us take the guesswork out of investing and build a streamlined approach designed to protect and grow your wealth.


At Envisage Wealth Advisors, we know that the key to successful wealth management starts with a deep understanding of your financial goals. Give us a call today to create a customized financial and investing plan designed to protect your assets and grow your wealth for lasting financial success.

Schedule Some Time

Here’s How We Can Help

OUR PROCESS

Customized Plans for Financial Success

When you work with us, we provide you a blueprint for success and the tools you need to find financial stability. Here’s how it works.

Schedule a Call


Let's chat to learn a little bit about you and your reason for seeking our financial planning guidance.



Discuss Your Financial Goals

We'll take the time to talk through your current needs and future plans as we develop goals to guide the financial planning process.

Start Growing Your Wealth

Finding financial freedom is an ongoing process and we’re here to help make that happen.

Ready to discover your path to financial stability? Let’s talk!

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