Family Wealth Group

Investment Bank/Securities Brokerage - Lexington, KY, US

Family Wealth Group Employees
Lexa Berry

Office Manager/ HR Manager

Contact Lexa Berry

Terrie Osborne

Compliance Assistant

Contact Terrie Osborne

Heather Hisle

Marketing/ Event Coordinator

Contact Heather Hisle

Jordan Short

Financial Planner

Contact Jordan Short

Tim Riney

Financial Advisor

Contact Tim Riney

Matt Rose

Financial Advisor

Contact Matt Rose

Karen Wantland

Director Of Marketing

Contact Karen Wantland

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Family Wealth Group Senior Management
Brian Staples

Chief Operating Officer

Contact Brian Staples

Kevin Metzler

Founder & CEO

Contact Kevin Metzler

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Family Wealth Group Details

We help individuals and families pursue their ideal retirements. Our founder Kevin Metzler instills in us and our community, "It is not how much you make, it is how much you keep. That is what matters."

Family Wealth Group logo, Family Wealth Group contact details
Employees: 20 - 49
HQ: N/A
Location: Lexington, KY, US
Revenue: 2.5 - 5 Million
Tax Planning Income Planning Risk Analysis Retirement Planning Estate Planning Wealth Management Wealth Accumulation Asset Protection Long Term Care Protection IRA Legacy Planning Trusts Life Insurance Probate Charitable Giving Strategies IRA & 401(k) Rollovers IRA & 401(k) Rollovers
Family Wealth Group Technologies
Email Providers

Gmail

Hosted Forms

Gravity Forms

SSL Certificates

Media Temple SSL

Hosting

Flywheel

Other

Google Apps

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