Clientele Focus Target broad family and small business segments in Lexington, KY with wealth and operational planning services, emphasizing tailored strategies for wealth growth, protection, and succession.

Succession Readiness Leverage expertise in business owner planning, from inception to exit, to position Salomon & Company as a go-to advisor for owners seeking exit planning and executive compensation strategies.

Compliance Backbone Highlight affiliated status with LPL Financial to reassure potential clients about fiduciary responsibility, regulatory compliance, and a robust advisory framework.

Digital Presence Opportunity to modernize and expand digital marketing and lead capture through Wix/WordPress platforms, improve SEO, and showcase case studies to attract high-intent prospects.

Growth Signals With revenue in the lower mid-market range and a tight team, propose scalable services such as fractional advisory support, technology-driven planning tools, and expanded wealth management offerings to drive revenue growth.