ProActive Advisors

John Lee York

John Lee York works as a financial advisor with his father, Lawrence York, at ProActive Advisors, LLC. A graduate of UK where he studied Business and Political Science, John now has five years of working as a financial advisor and is working on his Certified Financial Planner credential. In his spare time, John enjoys sports, the outdoors, travel, and his big, red Golden Retriever, Leo.

ProActive Advisors is a dedicated Wealth Management Advisory firm that operates under a fiduciary standard of care. We provide advanced financial planning and money management services utilizing a Family Office-styled approach. Like the ultrarich Family Office concept with specialized professionals employed to address investment, tax, and legal matters, ProActive offers a cost-beneficial clone in their Virtual Family Office combining their expertise in core financial planning and investment management with third-party resources curated to address complex issues in tax and legal matters.

ProActive Advisors strives to help clients improve their financial lives through a process that can be project oriented or ongoing & comprehensive. Their value-added being their knowledge and resourcefulness in scrutinizing financial details and working to keep money compounding. Indeed Lawrence York, a Morningstar recognized Five Star Fund manager, shuns what he calls “Conventional” investment practices” that set fixed account allocations and rebalance back to them. Instead, they proactively monitor prices and value managing accounts to get the best reward-for-risk balance.

859.263.1117 | 826 Euclid Ave. #306 | Lexington, KY ProActiveAdvisors.com