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The Hart Financial Group

300 West Vine Street
Suite 1100
Lexington, KY 40507


When you’re trying to live life more fully and worry less often, it’s important to have the ‘money part’ of your life under control.

But that’s part of the problem. For many people, managing money can seem like a full-time job in itself: Crafting a sound investment plan designed to meet your goals; keeping up with the markets; changes in the tax laws; monitoring the performance of stocks, bonds and mutual funds; figuring out what to do about paying college costs; planning for retirement, and estate planning. It really can be a full-time job.

For us, it is a full time job. It’s a job we do for our clients every day; and we can do the same for you so that you can go about doing more interesting things…such as living life to its fullest.

The Hart Financial Group is dedicated to quality, timely and personalized service for every client.

As your Financial Consultants, we look forward to helping you get where you want to be. It's our top priority to meet the unique objectives and financial goals of individuals and families like yours. Let's work together to find the investment strategy that's right for you. We are dedicated to finding your appropriate investment strategy while providing excellent, personalized service. We invite you to call or email us today to find out how we can help you. 


Step 1. Conduct a personal client consultation to establish goals, risk tolerance, time horizon, realistic expectations and an understanding of the markets. 

Step 2. Develop a long term investment strategy.

Step 3. Implement the strategy and monitor the performance.

Step 4. Conduct periodic meetings and communicate regularly.

  • Portfolio Management (fee based) 
  • 401k & 403b Retirement Rollovers
  • Common and Preferred Stocks (investment and research)
  • Bonds (corporate, tax free municipal, government)
  • Certificates of Deposit
  • Mutual Funds (evaluation and investment)
  • Financial Planning (complimentary, ongoing) 
  • Retirement Planning (IRAs, ROTH IRAs, SEPs, 401(k)Plans, Profit Sharing/Pension Plan)
  • Trust and Estate Planning
  • Annuities and Life Insurance
  • College Savings Plans
Call us to get started.
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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