At our core, we are experienced investment professionals guiding clients and their future with powerful & knowledgeable consulting. For individual profiles of our firm officers, visit the "Your Team" page.
There is little time for complexity these days, especially when it comes to financial matters. That's why our teamwork approach model serves so well. Since 1992, we continue to serve: business owners, established families, young families, experienced investors, first time investors, companies of any industry or size, working professionals, retired professionals, multi-generational family trusts, healthcare professionals, law professionals, women investors, sudden or new wealth individuals, trustees, boards, & charitable foundations. The list is long, so our experience is vast. Each client has a unique & confidential situation, which is Nancy Barron & Associates' mission... truly understanding what's important to you.
We serve as a team and are salaried rather than commission driven. This teamwork approach means whenever you visit our office & whoever you talk to, your needs can be met right then and there. Our reputation speaks for itself, as ninety-five percent of our new clients are referrals from existing clients. Our firm officers and the CEO bring over 150 years of combined business experience.
Nancy Barron & Associates, Inc. was established by Nancy T. Barron II to serve clients of different backgrounds and net worths. You're never "too large" or "too small" for us. We assess your particular situation and approach accordingly.
In today's global investment market place, people need comprehensive and competitive services to address important financial goals. We explore strategies suited for your particular financial situation. While investment options are important, our professional guidance and reputation is what sets us apart from any other firm.
It can be a visual treat for anyone visiting our office, as the walls are covered with numerous local and regional artists' creations and paintings. Our energy efficient office is located in beautiful downtown Lexington, Kentucky. Rooftop solar panels utilize the sun's natural rays to support our energy usage and conserve our world's resources.
If you prefer to feel you are more than just an account number, a commission dollar, or some "cookie cutter" formula... then you are right for us! Call us for a no-obligation consultation.
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Markets Insights: Beginner Investor Services : Experienced Investor Services
401k Retirement Rollovers & IRA Transfers : Wealth Transfer : Wealth Accumulation
Building Growth & Income Strategies : Employee Retirement Programs : Estate Planning
Financial Management & Review : Margin : Option : Consulting & Coaching