Chase Burchett

Chase Burchett

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
FINRA BrokerCheck
330 E Main St Ste 300,
Lexington, KY 40507
859-899-0249 Visit my website

About my practice

As a holistic financial planner, my main priority is providing my clients clarity. I work with families, business owners, and retirees to make sure they know exactly where they stand financially. This allows them to spend and enjoy the money they work so hard to earn. I provide clarity in areas of wealth accumulation, risk management, family/charitable giving, and estate planning to name a few!

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