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Somerset, Kentucky Area

We proudly serve clients throughout Somerset and the Lake Cumberland region, including Burnside, Ferguson, Science Hill, Eubank, and nearby communities.

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Somerset office

116 Trade Park Drive
Somerset, KY 42503
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Somerset-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Somerset

Financial advisors serving the Somerset area

Whether you live near Lake Cumberland, in Somerset, or in one of the smaller communities across South Central Kentucky, our team takes time to understand the goals and priorities shaping your wealth. We bring the different pieces of your planning together into coordinated strategies designed to support what matters today and what you’re working toward for the future. Meet with us at our Somerset office, virtually via Zoom, or through another convenient arrangement.

Jordan F. Polston
Jordan F. Polston

Wealth Advisor
Kelly Adams
Kelly Adams

Senior Wealth Advisor
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