Keystone Financial Group, LLC

About Keystone Financial Group, LLC

<p>Founded in June 2008, Keystone Financial Group, LLC has grown into a Kentucky-based registered investment advisor with 33 employees and six offices across the Lexington, Louisville, and Eastern Kentucky markets, plus locations in Leitchfield, Mt. Sterling, and Somerset.</p> <p>The firm works with individuals, families, and business owners on investment management and retirement planning, with support around tax planning strategies, savings plans, business ownership decisions, and charitable giving. For employer-sponsored plans, Keystone provides fiduciary support as a 3(21) advisor and helps sponsors with plan design decisions.</p> <p>Client assets are custodied through LPL Financial, which the firm uses for investment access and research tools. Keystone manages $1.5B in assets (2026).</p> <p>What sets Keystone apart is its in-state office footprint, giving plan sponsors and individual clients access to local teams across multiple Kentucky regions rather than a single central office.</p> <ul> <li>Registered investment advisor founded in 2008</li> <li>Six Kentucky offices: Lexington (HQ), Louisville, Ashland, Leitchfield, Mt. Sterling, Somerset</li> <li>Retirement plan services: 3(21) fiduciary support and plan design</li> <li>Investment management and retirement planning for individuals and families</li> <li>Custody through LPL Financial</li> </ul>

Website: https://keystoneky.com/

Founded: 2008

Employees: 33