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3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
Plan with Confidence.
Live with Clarity.
At Legacy Advisory Group, you’re not just a portfolio.
You’re a person—with goals, decisions, and a story.
We bring real relationships and real expertise to help you build, protect,
and preserve wealth in a way that works for you.
Your Information Will not be Shared
About Legacy Advisory Group
At Legacy Advisory Group, we believe financial planning is more than numbers—it’s about aligning your wealth with what matters most. Rooted in faith, built on trust, and guided by decades of experience, our firm equips individuals, families, and business owners manage, grow, and pass on their wealth with purpose and clarity.
We’re a multi-generational, family-run advisory firm serving clients across the Southeast and beyond. From small business owners to families navigating change, we walk alongside you with care, clarity, and unwavering commitment.
Core Services
Everything we do falls into one of these four pillars, designed to bring clarity, protection, and progress to your financial life.
Financial & Tax Planning
Clarity on your numbers. Confidence in your decisions.
Investment & Retirement Planning
Build wealth with purpose. Retire with peace of mind.
Estate & Insurance Planning
Protect what matters. Prepare for what’s next.
Education & Family Planning
Plan for the people who matter most.
Why Choose
Legacy Advisory Group
Additional Expertise - Tax Knowledge
Taxes impact every financial decision, and we help you plan wisely to maximize after-tax outcomes.
Relationship-Driven
We take the time to truly understand your life, your goals, and your values. That’s the foundation of meaningful planning.
Simplistic Approach
No jargon or complexity for complexity’s sake. Simply clear advice and smart strategies you can act on.
You're Not One of Hundreds.
You're One of Ours.
When you work with Legacy, you don’t get bounced around or routed through a chain of people.
From day one, you’ll work directly with the same small team—people who know your name,
understand your story, and care about where you’re headed.
We built this firm to do things differently—to keep it personal and thoughtful, so you know we’re in your corner.
When you call, familiar voices answer.
When you meet with us, we remember what matters to you.
Let's Talk About What's Next
You don’t have to figure it all out alone. Whether you’re building wealth, navigating a tax decision, or looking for someone to trust—let’s talk about what’s next.
Consulting Packages
We offer tailored, long-term consulting services designed to suit your specific needs and budget. Choose from one of our premium packages and start seeing results fast:
3 Month Package
$10,000
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6 Month Package
$18,000
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12 Month Package
$30,000
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Your Information Will not be Shared
Results That Speak Volumes
95%
Client Satisfaction Rate
80%
Revenue Growth
90%
Project Success Rate
95%
Client Satisfaction Rate
80%
Revenue Growth
90%
Project Success Rate
Client Reviews
Don’t just take our word for it—listen to the success stories of those we've helped!
I have been working with David Hudson and the Legacy team for nearly 25 years. They have been with our family through just about every phase of our financial journey. I am grateful for the friendship and business relationship I have with Legacy, as it is not often you find a company that genuinely practices what they preach...full trust, honesty, integrity, care and of course, competence. I would highly recommend Legacy Advisory Group...you can count on them.
Seth Stecker
Client
*Clients were not paid for their review.
The Hughbanks have been clients of Legacy Advisory Group for many years. We have always been pleased as they always go out of their way in taking care of our financial needs. We put all our trust in the Legacy Group. If we call to discuss a need, we are put through to the proper person we need to talk with, or an appointment is made as soon as possible to meet our needs. I don't think we would ever be satisfied with anyone else taking care of our finances. Legacy Advisory Group scores 100% in our book.
Jim & Mickie Hughbanks
Client
*Clients were not paid for their review.
Bill and I have been clients of David Hudson’s Legacy Advisory Group since 2010 when we both had retired and needed guidance in how to invest our retirement savings. After talking to a couple of other investment advisors, we felt that Legacy was the best fit for us. We were impressed with their knowledge and felt we could trust them to help us make wise decisions.
Initially and throughout the last 15 years, David and his group have conducted reviews with us and helped us decide when and if we need to make changes or adjustments. We have not only been pleased with the performance of our accounts, but have made long-term friendships as well.
Betty & Bill Spaulding
Client
*Clients were not paid for their review.
Your Legacy.
Our Purpose.
We're here when you're ready. Have questions? Need to get started? Let's talk. Call or message us to schedule an initial conversation.
Questions? We’ve Got Answers!
What types of consulting services do you offer?
We provide a variety of consulting services customized to meet the unique needs of both small businesses and large corporations.
How do I schedule a consultation session?
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What can I expect during our first meeting?
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How long does a typical consulting engagement last?
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