Jim Reitenbach
A thoughtful, client-first approach to building financial confidence.
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Serving Clients Nationwide
A thoughtful, client-first approach to building financial confidence.
Areas of Focus
- Insurance
- Investing
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Jim Reitenbach
Hi, I'm Jim Reitenbach, Financial Advisor at Keystone Financial Group.I bring a thoughtful, client-first approach to helping individuals and families build confidence in their financial future.
After more than a decade with Toyota North America in Procurement, I developed a strong foundation in strategic planning, financial analysis, and relationship management — skills I now apply every day in my work with clients.
Inspired by seeing firsthand the impact of my own financial plan, I made the intentional decision to transition into financial planning so I could help others experience that same clarity and confidence.
I focus on wealth accumulation, retirement planning, income tax planning, and risk-management strategies, guiding clients through both the big picture and the meaningful details that matter along the way.
I attended Xavier University where I studied Finance and later completed my Certificate in Financial Planning through the University of Kentucky Executive Education Program. I hold the Series 7, 66, and 65 licenses with LPL Financial.
Originally from Cleveland, Ohio, I now live in Lexington, Kentucky with my wife, Megan, and our two sons. Outside of work, you'll find me on a hiking trail, trying out the latest fitness program, or playing the drums.
Primary Location
527 Wellington Way, Suite 225, Lexington, KY 40503
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
The first meeting is simply a get-to-know-each-other conversation. There are no fees until an investment strategy is mutually agreed upon and a plan is set in place. You're welcome to bring as much or as little information as you're comfortable sharing. I value compatibility, which gives us the chance to see if we're the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Keystone Financial Group
Keystone Financial Group is an independent wealth management and financial services firm headquartered in Lexington, Kentucky, with offices across the state and clients served nationwide.Founded in Lexington in June of 2008, Keystone was built as an independent firm where the focus is centered on the client. Today Keystone Financial Group manages over $3.8 billion in total assets, with more than 40 advisors and team members serving clients from 8 Kentucky offices and communities across the country.
Who We Serve
We offer investment advisory services to high net worth individuals, families, trusts, estates, and businesses, tailoring our approach to each client's goals and timeline.
Our Services
We offer solution-based advice customized to each client, including retirement planning, investment management, tax planning strategies, education funding, mortgage and debt analysis, charitable giving, business ownership considerations, and insurance planning.
Why Work With Us
Being independent means we're not tied to any single company's products or agenda. We have access to a wide range of financial solutions and choose what's right for each client, not what we're required to sell. As a registered investment advisor, Keystone Financial Group is held to a fiduciary standard, meaning we're required to act in your best interest, not just recommend something suitable.
Investment advice offered through Keystone Financial Group, LLC, a registered investment advisor.
Education
Xavier University, Bachelor of Business Administration, Finance | University of Kentucky, Certificate in Financial Planning
Hobbies and Interests
- Family
- Hiking
- Music
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Young Families
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