Nicholas Wallace

Nicholas E Wallace

Financial Advisor

FINRA BrokerCheck
330 E Main St Ste 300,
Lexington, KY 40507
859-523-8700 859-302-1223 Visit my website

About my practice

I have come to realize that my role as an advisor is to meet my clients where they stand and be an ongoing resource of the information necessary to create an efficient financial plan. My business model is friendship and accountability, routinely taking my clients off the treadmill of their busy lives to refocus and align their financial behavior with what matters most to them. What matters to you?

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