Field & Main Advisory Services

At Field & Main Wealth Management, our goal is to help you turn your investment dreams into reality. Our professionals are here to help you build a strong portfolio that aligns with your financial goals. Serving Lexington, Cynthiana, Henderson, Kentucky, and Evansville, Indiana, we offer a variety of investment options to suit your needs.

Wealth Management

We work with you to develop strategies that seek to grow and preserve your wealth in a way that aligns with your financial goals. Whether you need more cash on hand or want to take bigger risks for bigger rewards, our team will help you make informed decisions and structure your wealth effectively.

We offer:

  • Customized portfolio construction
  • A Local Investment Management team
  • Active and index strategies
  • Asset diversification
  • Tax-sensitive investing
  • Tax-loss harvesting
  • Performance results with benchmarking
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Retirement Planning

Your invested assets are divided among stocks, bonds, mutual funds, and even Certificates of Deposit.

An Individual Retirement Account (IRA) can be customized to meet your specific needs.

It’s never too early to build your retirement portfolio with IRAs.

We offer:

  • 401(k) options for businesses
  • Traditional IRAs
  • Roth IRAs
  • Rollover Services
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Traditional IRAs

Invest pre-tax dollars until withdrawal or retirement.

Traditional IRAs are tax-deferred retirement accounts using diverse investments of your choosing. Our investment professionals can help you decide if a traditional IRA is right for you.

  • Available to individuals with earned income
  • Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax
  • Distributions and earnings from a deductible IRA are taxed as ordinary income when withdrawn
  • Unqualified early withdrawals will trigger penalties and fees
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Roth IRAs

Withdraw your funds tax-free during your retirement.

With Roth IRAs, you can invest taxed income and enjoy tax-free growth.

  • Available to individuals and joint filers with adjusted gross incomes (AGIs) below the federal limit
  • Roth IRAs are designed for long-term retirement investments and early withdrawals can result in penalties and income tax liability. However, there are several exceptions to the early withdrawal restrictions for which the account owner might qualify
  • A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings are tax-free. Withdrawals of earnings prior to age 59½ or before the account has been open for five years—whichever is later—may result in a 10% IRS penalty tax. Limitations and restrictions may apply
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Get Started Today

We’ll help you choose the investment tools and strategies that make the most sense for your financial goals. Give us a call at 1-888-831-1500 and we would be happy to help you.

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Investment and Insurance Products are: Not Bank Guaranteed | Not a Deposit | May Lose Value | Not FDIC Insured | Not Insured By Any Federal Government Agency