Envisage Wealth Advisors Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Envisage Wealth Advisors operates in the financial services sector, offering tailored financial planning designed to address each client's unique situation. The firm emphasizes long-term relationships and believes that effective planning accounts for market changes, tax considerations, and evolving life circumstances to help clients pursue their version of financial success and create a lasting legacy. Based in Lexington, Kentucky, the company positions itself as a small team focused on delivering educated, understandable guidance to empower clients to make informed money decisions. Its approach centers on developing plans that meet current needs while preparing for future circumstances, with a history of client outcomes spanning several decades. In addition to advisory services, securities transactions are conducted through a partner firm, reflecting a broader financial services network.

Find Envisage Wealth Advisors employees' phone numbers or email addresses

Envisage Wealth Advisors Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Envisage Wealth Advisors's Leadership

  • Stylized image of a person
    N. H.
    Founder/Owner
    Phone icon
  • Stylized image of a person
    D. E. S.
    Founder
    Phone icon
  • Stylized image of a person
    N. H.
    Manager
    Phone icon
  • Stylized image of a person
    A. H.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. F.
    V.P. Business Development
    Phone icon
  • Stylized image of a person
    B. B.
    Sem Specialist
    Phone icon
  • Stylized image of a person
    A. W.
    Operations And Suppport Manager
    Phone icon

Envisage Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Envisage Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. H.
    Founder/Owner
    Phone icon
    United StatesKentucky
    Jan 22, 2026
  • Stylized image of a person
    D. E. S.
    Founder
    Phone icon
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    N. H.
    Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. H.
    Wealth Advisor
    Phone icon
    United StatesKentucky
    May 28, 2026
  • Stylized image of a person
    J. F.
    V.P. Business Development
    Phone icon
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    B. B.
    Sem Specialist
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. W.
    Operations And Suppport Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Envisage Wealth Advisors known for?

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Envisage Wealth Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 1029 Monarch Street Suite 150 Lexington, Kentucky 40513 United States. Explore Envisage Wealth Advisors's company overview page for more information.

What is Envisage Wealth Advisors's most common email format?

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Envisage Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Envisage Wealth Advisors email formats with LeadIQ.

How many employees does Envisage Wealth Advisors have currently?

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Envisage Wealth Advisors has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Envisage Wealth Advisors's key employees and leadership?

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As of May 2026, Envisage Wealth Advisors's key employees include:

  • Founder/Owner: N. H.
  • Founder: D. E. S.
  • Manager: N. H.
  • Wealth Advisor: A. H.
  • V.P. Business Development: J. F.

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