Skip to main content

Moneywatch Advisors

(859) 268-1117 Lee@moneywatchadvisors.com
  •  
  •  
  • Client Login
  • Become a Client
  • Set Appointment
    Ramsey

Moneywatch Advisors

  • Home
  • About 
    • Our Team
    • Who We Serve
    • Code of Ethics
  • Approach
  • Services
  • Fee Structure
  • UK Faculty & Staff 
    • Ages 30-50
    • Ages 50+
  • FAQ
  • Newsletter
  • Lexington Financial Planner (Blog)
  • Contact
  • Join the Team
  • Send Secure Files
 

Home

Our Services

Fee-Only Financial Advisors NEVER Earn Commission or Sell Investment Products.

Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals

Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own.

Independent: Not affiliated with any brokerage firm, bank, or insurance company.


Note:  Because we do not charge separately for financial planning services, we are unable to accommodate individuals who wish to have stand-alone planning services charged on an hourly or project basis.

 

Latest Blog Posts

Finding Your Post-Retirement Purpose

Submitted by Moneywatch Advisors on March 20th, 2023

A bank used to run a TV ad during the SEC Game of the Week where a man, talking about retirement, says he plans to do “absolutely nothing.” His wife then leans in and says, “He means it.” That’s not a plan for retirement, that’s a plan for a vacation. Be careful not to confuse the two.

Tags:
  • Blog
  • Financial Planning
  • Read more

March Newsletter to Clients

Submitted by Moneywatch Advisors on March 7th, 2023

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.

Tags:
  • Newsletter
  • Read more

How Much Should You Have to Retire?

Submitted by Moneywatch Advisors on February 27th, 2023

My inbox gets pounded like new shingles after a windstorm on a daily basis. Mutual fund companies, firms selling technology “solutions” to problems I didn’t know I had, financial advice columns, etc. Recently, on successive days, I received emails with the following headlines from two different publications:

Tags:
  • Blog
  • Financial Planning
  • Read more

 

What Does Financial Freedom Really Look Like?

What Is a Financial Plan and Why Do I Need One?

 

Looking to learn more?

Get in touch today

Contact Us

Moneywatch Advisors

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

Contact us

Moneywatch Advisors is registered as an investment advisor with the U.S. Securities and Exchange Commission.

© 2023 Moneywatch Advisors . All rights reserved.

Website Design For Financial Services Professionals