# Dupree Financial Group, LLC
Source: https://planprovider.pro/provider/dupree-financial-group-llc

> Keeping investment research in-house is a defining feature at Dupree Financial Group, LLC, a Lexington-based advisor in Kentucky’s Bluegrass region that work…

Retirement Plan Advisor

Lexington, KY

## 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/](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

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