Wealth Management
Field & Main Wealth Management’s strategists turn your hopes, dreams, and goals into financial plans with purpose. We’ll help you choose the investment tools and strategies that make the most sense for attaining your financial goals.
When You Work with a Field & Main Wealth Management Advisor, You Get:
- Professional Wealth Management Advisors:
Our advisors aren’t salespeople, they’re valued financial professionals. They are community men and women who are dedicated partners in striving to grow your investment portfolio and help you achieve your financial goals.
- Full Availability:
Your advisor will be available when you need them. This direct line of communication is something we’re certain you’ll enjoy. We believe that you can’t outsource excellent service. We work hard to ensure that your advisor will be available to answer your questions as they arise.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.
Wealth Management FAQs
What is wealth management?
Wealth Management is a general term we use to encompass the various investment and financial planning services we provide our clients. Each of our clients is unique. Our Field & Main Wealth Management Advisors are equipped with an array of products and services to help craft customized financial plans for our clients throughout the varying stages and situations of life.
What is the advantage of using wealth management services located at a community bank?
Each Wealth Management relationship is tailored to fit your unique needs, not a cookie-cutter, “off the shelf” solution. We know our clients, and growing their portfolios is our number one priority. We take the time to get to know them, to understand each client’s risk tolerances, their family dynamics, their need for income, and their unique life situations. The advantage is that Field & Main Wealth Management advisors turn your hopes, dreams, and goals into financial plans with purpose.
How much money do you need for wealth management? Who are wealth management services for?
Because of our wide array of products and services, we can service anyone with an interest in investing. We suggest meeting with one of our advisors who can perform a financial checkup and make a personalized recommendation for you.
What is the advantage of partnering with Field & Main Wealth Management for wealth management services?
When you work with a Field & Main Wealth Management advisor, you have an experienced financial professional at your service. Our advisors study and understand the market and help take the emotion out of your financial planning. Let us ease your anxieties and assist you in developing your plan. Meet with an advisor at one of our convenient locations in Henderson, Cynthiana, or Lexington, Kentucky or Evansville, Indiana.
When should you use a wealth manager?
Many variables exist that have an impact on how, when, and where you should invest your money. The world of investments is constantly changing and keeping up can be stressful. Hiring someone to maintain your financial investments is critically important- no matter the amount of money.
Get Started Today
We’ll help you choose the investment tools and strategies that make the most sense for your financial goals.
Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.
Securities are offered through LPL Financial (LPL), a broker-dealer (member FINRA/SIPC). Investment advice offered through Western Wealth Management a registered investment advisor and separate entity from LPL. Insurance products are offered through LPL or its licensed affiliates. Field and Main Bank and Field and Main Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Field and Main Wealth Management and may also be employees of Field and Main Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Field and Main Bank or Field and Main Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
LPL CRS
https://files.constantcontact.com/a0dc25db601/25c6d293-7917-4fac-9228-aa8b4458df96.pdf
WWM CRS
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
WWM ADV PART 2A FIRM BROCHURE
https://files.constantcontact.com/a0dc25db601/4bbde2d7-63fd-42a3-83cc-7a8ada79f9d9.pdf
WWM PART 2A APPENDIX 1
https://files.constantcontact.com/a0dc25db601/1e443c67-77dc-4f27-971b-9dd5d60ebce1.pdf
Field & Main Bank provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that follows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advisory Services
Explore personalized investment strategies with Field & Main Wealth Management.
Fiduciary Services
Ensure your assets are passed on according to your wishes with Field & Main Bank’s fiduciary services.
