Wheeler Financial Services

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535 Wellington Way Ste 240

Lexington, KY 40503

+1 (859) 219-2400

http://wheelerfinancial.net

Wheeler Financial Services, operating under Keystone Financial Group, is committed to providing customized financial solutions tailored to meet the individual needs of clients in Lexington, Kentucky, and surrounding areas. Their approach emphasizes client experience and active management, ensuring that strategies for business ownership, investment management, tax planning, retirement, and charitable giving are built around the unique circumstances of each client.

The firm is structured to foster open communication and strong client relationships, beginning with no-obligation initial meetings. With a clear focus on creating lasting foundations for financial growth, they partner with LPL Financial to manage client assets and prioritize education, technology, and personalized strategies in their investment planning processes.

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5.0

(1)

Claire M.

1/23/2026

I cannot say enough great things about Wheeler Financial Services. Every single person there is amazing and truly cares about helping you succeed. They helped me make huge progress with my...

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