Comprehensive Financial Planning

At High Knoll Wealth Advisors, we provide personalized financial guidance designed to help you preserve and grow your wealth across generations. We believe that personal financial planning should be as unique as you are. We act as your financial accountability partner, helping you navigate complex life transitions—from pre-retirement planning to legacy planning. Our firm provides:

  • Investment Portfolio Management: Customized strategies, not off-the-shelf products.
  • Retirement Income Planning: Helping you transition from saving to spending with confidence.
  • Tax-Aware Investment Management: We work as a tax-planning financial advisor to improve your portfolio's tax-efficiency.
  • Estate Planning Coordination: Working alongside your legal team to prepare your estate plan.

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High-Net-Worth & Complex Planning

For our affluent clients, we offer specialized private wealth management. Whether you are dealing with concentrated stock planning, sudden wealth, or inheritance, our team provides the strategies necessary for your situation. We act as awealth advisor for executives, physicians, attorneys, and entrepreneurs, focusing on multigenerational wealth planning and charitable giving strategies that align with your long-term values.

Employer Retirement Plan Consulting

High Knoll Wealth Advisors is a 401(k) advisor in Lexington. We help plan sponsors manage risk, streamline operations, and create retirement plans that truly serve their employees and contribute to the overall success of the organization.

Employee Financial Wellness

We believe that a great 401(k) plan is a powerful tool for employee retention and recruitment. We offer:

  • Employee Financial Education: We facilitate workshops to improve workplace financial wellness and 401(k) participation rates.
  • Customized Retirement Plans: We specialize in safe harbor 401(k) plans, cash balance plans, defined benefit plans, SEP IRAs, and SIMPLE IRAs.
  • Nonprofit & Professional Practices: We provide 403(b) advisor services for nonprofits and customized retirement plan design for law firms and medical practices.

3(21) vs. 3(38) Fiduciary Guidance

We help you understand your role and can act as an outsourced 3(38) investment manager, taking discretionary responsibility for your plan's investment menu. Learn more about how we assist retirement plan sponsors.

Integrated Business & Personal Planning

Running a business in Lexington requires a dedicated partner. We offer support for entrepreneurs, small business owners, and professional practices.

We bridge the gap between your company's success and your personal financial goals. Our services include:

  • Business Succession & Exit Planning: Helping you prepare for the sale of your business or a smooth transition to the next generation.
  • Small Business Wealth Advisor Services: From tax planning to retirement benefits, we help you leverage your business to build personal wealth.
  • Retirement Strategies for Business Owners: Whether you are an entrepreneur or a medical practice owner, we build plans that maximize savings and provide tax efficiency.

Wealth Management for Business Owners & the Trades

We have deep experience helping Lexington's unique business sectors thrive. We serve as a dedicated wealth advisor for contractors, construction companies, HVAC businesses, electricians, and plumbing companies. Our team understands the nuances of the trades, helping business owners provide excellent employee retirement benefits while managing their own personal wealth.

LOCAL, TRANSPARENT ADVISORS

Led by Jonathan Pliszka, our Lexington team combines local market knowledge with institutional-level resources. High Knoll Wealth Advisors provide:

  • Fiduciary Commitment: As a fee-only firm, we provide objective, commission-free advice.
  • Local Focus: Our office at 115 W Short Street allows us to provide hands-on service to clients in Lexington, Fayette County, and throughout Central Kentucky.
  • Proven Process: From our initial portfolio review to ongoing investment risk analysis, our process is transparent and goal-oriented.

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Jonathan Pliszka
Wealth Advisor

Jonathan Pliszka, the Principal of High Knoll Wealth Advisors, boasts an impressive background in finance. Hailing from Connecticut, he kickstarted his finance career in the vibrant city of Chicago. With over 15 years of experience, he made his mark in esteemed roles and institutions, serving as Senior Vice President at Morningstar and as an Associate at Goldman Sachs. Throughout his tenure, Jonathan developed a deep understanding of asset allocation, investment research, and portfolio construction. He also embraced the role of an educator, sharing his knowledge with institutional investors and financial advisors.

Jonathan holds a Bachelor of Science in Finance from DePaul University, a Master of Business Administration from the University of Kentucky, and is a CERTIFIED FINANCIAL PLANNER® professional. These accomplishments provided him with a strong foundation in financial principles and strategic decision-making.

Contact Our
Lexington Office

High Knoll Wealth Advisors - Lexington

115 West Short Street
Lexington, KY 40507

High Knoll Wealth Advisors is your partner in financial success. Contact us today to learn more about how our wealth management services can help you reach your goals.