Why Invest, Inc.

Our Mission is simple: To provide timely, affordable, objective financial advice to anyone who needs or desires it.

Our Philosophy is embedded in everything we do: Our job is to sit down with clients and help them to figure out how to have a better life by helping them make better decisions related to their financial affairs.

Invest, Inc. is a financial planning and registered investment advisory firm in Lexington Kentucky – convenient to the Central Kentucky area. We work solely for our clients: as fee-only advisors, all potential conflicts of interest regarding compensation are removed.

Our team has over 50 years of experience in helping clients reach their goals. With our industry partners and an independent approach, we can provide retirement plan that fits your particular needs.