Welcome to High Knoll Wealth Advisors. As a wealth advisor in Lexington, KY, we offer comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, and business owners throughout Central Kentucky.
Whether you are looking for a fiduciary wealth advisor in Lexington, an independent financial advisor, or a fee-only financial advisor, our team is committed to putting your interests first. Our office is located in the heart of the Lexington business district, serving Lexington and all of Central Kentucky.
SCHEDULE AN INTRODUCTORY MEETING
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:
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.
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.
We believe that a great 401(k) plan is a powerful tool for employee retention and recruitment. We offer:
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.
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:
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.
Led by Jonathan Pliszka, our Lexington team combines local market knowledge with institutional-level resources. High Knoll Wealth Advisors provide:
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.
High Knoll Wealth Advisors - Lexington
115 West Short Street
Lexington, KY 40507
Phone:
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.
START A CONVERSATION
Are you ready to elevate your financial strategy? We're here to help.
SELECT AN APPOINTMENT
Not seeing the schedule? Click here
Not seeing the schedule? Click here
CHOOSE A LOCATION