• icon Lexington, KY 40507
  • icon Mon-Fri : 9:00 am - 6:30 pm
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    Call us

    +1-859-809-2262

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    Email address

    info@corepathfin.com

Our approach

Our Four-Step Approach to Financial Wellness

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What is Needed

Understanding Your Financial Goals, Our Focus.

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Crafting A Plan

A Financial Blueprint Built for Your Future.

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Plan in Action

Turning Strategy into Reality. A plan is only as good as its execution.

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Adjustments

Life happens, and your financial needs may change along the way.

About Us

We help young companies to expand business

We’re a team of financial experts who genuinely care about helping you navigate life’s big financial decisions. From retirement planning to investments, we’ve got your back. And we believe that managing money should be empowering – not overwhelming.

At Core Path, we’re driven by integrity, transparency, and a bit of humor to make the journey smoother. No one likes confusing financial advice, so we make sure everything we do is easy to understand, with a touch of encouragement.

  • Over two decades of financial consulting experience
  • Client-first mentality
  • Plans tailored to your goals

  • BOOK A CONSULTATION

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    Testimonials

    What Our Customer's Are Saying

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    "I’ve recommended Core Path Financial to all my friends and family. Their commitment to their clients is unmatched, and they’ve helped me feel more in control of my financial future than ever before."

    — James Lee
    Seattle, WA
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    "From the moment I started working with Core Path, I knew I was in good hands. Their personalized approach and attention to detail made all the difference in my financial journey."

    — Emily Stewart
    Atlanta, GA
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    "As a business owner, I needed a consultant who understood my unique financial challenges. Core Path Financial created a comprehensive plan that has set me up for long-term success."

    — Michael Brooks
    New York, NY