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Succession Wealth PlanningFinancial advisor in Lexington, KY

Succession Wealth Planning is a financial advisor at 998 Governors Ln Ste 350, Lexington, KY 40513, ranked #7 of 87 financial advisors in Lexington and rated 5.0 from 26 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lexington, KYUpdated 0 paid placements in any rankingHow we rank

Call (859) 219-4337Website ↗

Key facts

Key facts about Succession Wealth Planning
Address998 Governors Ln Ste 350, Lexington, KY 40513Get directions
Phone(859) 219-4337
Websitesuccessionwealthplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 26 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lexington and 7 towns within 25 miles: Lexington-Fayette, Nicholasville, Georgetown, Lawrenceburg, Winchester, Frankfort and Richmond.

Based in Lexington, KYView on map

Opening hours

Opening hours for Succession Wealth Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Succession Wealth Planning

How is Succession Wealth Planning ranked in Lexington?

Succession Wealth Planning is ranked #7 of 87 financial advisors in Lexington by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Succession Wealth Planning’s hours?

Succession Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Succession Wealth Planning serve?

Serves Lexington and 7 towns within 25 miles: Lexington-Fayette, Nicholasville, Georgetown, Lawrenceburg, Winchester, Frankfort and Richmond. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Succession Wealth Planning?

Succession Wealth Planning has a rating of 5.0 from 26 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Succession Wealth Planning?

Call Succession Wealth Planning on (859) 219-4337. The business is at 998 Governors Ln Ste 350, Lexington, KY 40513. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Succession Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Succession Wealth Planning (this business)—735.0 (26)NoNo
αlpha Financial Partners#5734.9 (31)NoNo3.4 mi
Consort Financial Partners, LLC#6735.0 (27)NoNo0.5 mi
Dupree Financial Group#8735.0 (25)NoNo3.9 mi

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