3306 Clays Mill Road, Suite 101, Lexington, KY 40503

(859) 219-1601

info@legacyadvisorsky.com

Get Started

3306 Clays Mill Road, Suite 101, Lexington, KY 40503

(859) 219-1601

info@legacyadvisorsky.com

Get Started

About Us

Your Wealth. Your Legacy. Our Purpose.

David Hudson

CPA, PFS, RFC, QuickBooks ProAdvisor

President & CEO

A Heart for People, A Mind for Financial Strategy

I lead Legacy Advisory Group with a clear vision: financial success is deeply personal. As a husband, father, advisor, and mentor, I know that behind every number is a story — and I’m committed to helping each client write theirs well.
​

Schedule a Consultation

OUR STORY


​Legacy Advisory Group was founded with one goal: to help families live financially free and aligned with what matters most. As a local, family-run business in Central Kentucky, we have served professionals, business owners, and widows for over two decades. We understand our clients because we live where they live, and we care like family.

A Foundation Built on Faith & Family

I met my wife, Kimberly, while we were both in graduate school at the University of Tennessee in Knoxville. Our shared ambition, faith, and love for life’s big and small moments have carried us through decades of marriage, raising our three daughters — Maggie, Abbie, and Callie — and building a life grounded in service to others.

Taking a Leap &
Building a Legacy

In 2001, I took a leap of faith and started my own practice. It wasn’t the easiest path, but it was the right one. I believed then, and still believe now, that helping people make wise financial decisions is one of the most meaningful ways to change lives for the better.

Expertise With a Teacher's Heart

As both a licensed financial advisor and a CPA, I bring a unique depth of knowledge to my work. But more than that, I have a teacher’s heart. Consulting is one of my greatest gifts, and I do my best to explain financial strategies in a way that invites clients to understand and not just follow, the advice I give.

I don’t solely advise people what to do. I want them to know why it matters. I believe when people understand the “why,” they move forward with real confidence, and that’s when lasting change happens.

Above all, I always strive to act in the best interest of the people I serve. While some advisors are driven by personal gain, my goal has always been clear: to guide, teach, and recommend what truly benefits my clients.

More Than a Plan:
A Relationship

Whether I’m helping a young family establish their first financial plan, guiding a business owner through legacy planning, or supporting a widow navigating life after loss, my passion is the same: to walk alongside people, offering clarity, confidence, and care.

Financial planning started as my profession, but with decades of experience, I’ve learned it’s my calling. My greatest reward is seeing my clients take courageous steps toward better futures, both personally and financially.
​

  With me, you’re not just another account.
  You’re a valued relationship.
  And I’m all in — for you, for your family, and for your legacy.

Ready To Get Started Today?

Schedule a Consultation with Legacy Advisory Grouop.

GET STARTED TODAY

OUR MISSION AT

Legacy Advisory Group

is to steward the resources the Lord has given us in a way that are both wise and honoring. We equip individuals and families to make wise financial decisions, enjoy life, and build lasting legacy.
​

Our Values

  • Transparency
  • ​Trust
  • Honesty
  • Wisdom
  • Faith

OUR VISION

A future of financial wealth and stability—free from fear, confusion, or compromise.

Our aim is legacy: financial, relational, and spiritual.

AuBonBroth_Logo-Long_gold png

© Copyright 2025 Legacy Advisory Group™. All Rights Reserved.
3306 Clays Mill Road, Suite 101, Lexington, KY 40503

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2025 Legacy Advisory Group™. All Rights Reserved.

Securities and Advisory Services offered through Osaic Wealth, Inc. FINRA/SIPC. Legacy Advisory Group and Osaic Wealth are separate entities.


​This site is published for residents of the United States, is for informational purposes only, and does not constitute an offer to sell any security or products that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.