At our core, we are experienced investment professionals guiding clients and their future with informed & knowledgeable decisions. 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 model and teamwork approach serves so well. For the last 27 years, we continue to serve: business owners, established or young families, first time investors, experienced investors, companies of any size, working professionals, retired professionals, multi-generational families, healthcare professionals, legal professionals, women investors, sudden wealth individuals, trust fund participants, & charitable foundations. Get to know us.
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 140 years of combined business experience.
Nancy Barron & Associates, Inc. was established in 1992 by Nancy T. Barron II to serve clients of different backgrounds and net worths. You're never "too small" or "too large" to open an account with 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.
Global Markets Research : 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