Unified Trust - Retirement, Wealth Management, and Financial Planning services - Lexington, Kentucky
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The UnifiedPlan - A retirement plan that actually works.

Unified Trust: Dedicated to Doing What's Best for You

Our goal is to help people achieve
successful financial outcomes.

At Unified Trust we focus on our clients' long-term retirement, wealth management, and financial planning goals. Our financial experts create innovative solutions to meet those goals. Fiduciary responsibility is not just a phrase in our brochure, it is our number one priority, and we take it very seriously. We are a national trust company and we put you and your needs first every time.

Wealth Management Services - Unified Trust, Kentucky
If you're looking to learn more about our services for individual investors including retirement planning, financial planning and investment management, click here to learn more.
Retirement Services - Unified Trust, Kentucky
If you're a business looking to learn more about a retirement plan that actually works for both you and your employees, click here to learn more.
Advisor Services - Unified Trust, Kentucky
If you're an Advisor Partner looking to learn about how you can work with Unified Trust to help your clients reach their goals enter here.