The Keystone Difference
Your financial life has a lot of moving parts.
We help bring them together.
Investments, retirement, taxes, and legacy planning rarely exist in isolation. At Keystone, your advisor coordinates every piece of your financial picture into one clear, cohesive strategy — built around your goals, not just your portfolio.
- $3.8B+
- Total assets managed
- 2008
- Serving clients since
- 8
- Kentucky offices
Our Namesake
The stone that holds it together
In architecture, the keystone is the final wedge set at the very top of an arch. It is the one piece that locks every other stone in place and allows the whole structure to carry weight. Remove it, and everything falls.
We took our name from it deliberately. Your financial life has an arch of its own. Your investments, your retirement, your estate, your goals. Each piece matters. But without something at the center to hold it all together, even the strongest individual parts cannot bear the load.
That is the role we take seriously at Keystone Financial Group. Not simply to manage assets, but to be the steady, central presence that brings every piece of your financial life into alignment and keeps it there.
Our story →Services
Built around what matters to you
Whatever your goals, wherever you are in life — your KFG advisor builds a plan around you.
Business Ownership
Running a business adds a layer of complexity to your financial life that most advisors overlook.
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Saving Strategies
Building meaningful savings takes more than a good intention — it takes a plan.
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Investment Management
Your investments deserve the same attention and discipline you bring to everything else.
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Tax Planning Strategies
Taxes are often your single largest annual expense.
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Retirement Planning
Retirement is the goal most people are working toward, but getting there takes more than good intentions.
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Charitable Giving
Giving is a meaningful part of many families’ financial lives.
Learn more →How We Work
A clear path, built one step at a time
The First Meeting
The first meeting is simply a get-to-know-each-other conversation. No fees are involved until an investment strategy is mutually agreed upon and a plan is set in place. You are welcome to bring as much or as little information as you are comfortable sharing. We value compatibility, which gives you the opportunity to see if we are the right fit.
Building the Foundation
Becoming a Keystone client means we put you first and focus on the foundation of your individual needs. We build our independence by partnering with LPL as the custodian for client assets. Recognizing that your time is valuable, we will make every effort to ensure the transition is as easy and straightforward as possible.
Placing the Keystone
Once we have reviewed the key elements of your financial life, we put together a comprehensive investment plan for you. You will have an opportunity to discuss our recommended approach in detail. We will not make any changes to your existing holdings until we have all agreed to a clear, concise plan.
Together We Grow
As the foundation grows and the keystone is placed, a sturdy structure remains. You may want to meet more frequently in the early stages and we are happy to accommodate that. As a general rule we meet at least twice a year, and you will receive regular updates on market conditions and your portfolio.
Find Us
Eight Kentucky Offices
Rooted in Kentucky, serving clients nationwide.
Lexington, Kentucky
527 Wellington Way, Suite 225Lexington, KY 40503Louisville, Kentucky
6013 Brownsboro Park Blvd Ste ALouisville, KY 40207Ashland, Kentucky
1212 Bath Avenue, Suite 401Ashland, KY 41101Leitchfield, Kentucky
60 Public SquareLeitchfield, KY 42754Mt. Sterling, Kentucky
611 Tighlman Way, Suite AMt. Sterling, KY 40353 Visit keystonemtsterling.com →Salem, Kentucky
375 Cecil Croft RoadSalem, KY 42078Somerset, Kentucky
Richardson Office
116 S. Main StreetSomerset, KY 42501Somerset, Kentucky
Morrison Office
203 N. Main StreetSomerset, KY 42501