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CONTEXT FINANCIAL LLC
Context Financial provides financial planning, investments, and insurance. The firm approaches financial life planning with decades of experience and focuses...
Overview
Context Financial provides financial planning, investments, and insurance. The firm approaches financial life planning with decades of experience and focuses on clients' whole lives, not just their finances. They typically work with clients who have at least $750,000 in investable assets and charge a fee of 1% of assets managed.
General information
Firm type
RIA
Location
Region
North America
City
Lexington, KY
Principals
Josh Ackerman
Certified Financial Planner™
Brittany Hamilton
financial administrator
Tom Ackerman
Founder and Chief Marketing Officer
Tom Ackerman
Chief Marketing Officer
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