About Dupree Financial Group, LLC
<p>Keeping investment research in-house is a defining feature at Dupree Financial Group, LLC, a Lexington-based advisor in Kentucky’s Bluegrass region that works with retirees on turning savings into steady monthly income.</p> <p>Founded in 2010 by Tom Dupree, the firm is an SEC-registered investment advisor. Dupree brings more than 45 years of investment experience, and the team centers its work on retirement income planning and cash-flow needs for retirees in the Lexington metro and surrounding central Kentucky communities.</p> <p>Services include portfolio management and retirement investing, plus help with 401(k) rollovers, Roth IRA and Traditional IRA set-ups, and individual and joint investment accounts. For people who want a second opinion, the firm offers complimentary portfolio reviews.</p> <p>As of 2026, Dupree Financial Group reports $0.3B in assets under management. What sets the firm apart is its combination of in-house research and a strong emphasis on client education over the long term.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support, including 3(21) fiduciary services</li> <li>Retirement income and cash-flow planning for retirees</li> <li>401(k) rollover guidance</li> <li>Roth IRA and Traditional IRA accounts</li> <li>Individual and joint investment account management</li> </ul>
Website: https://www.dupreefinancial.com/
Founded: 2010
Office Locations
- Lexington, KY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $330.2M