Why ProActive Advisors?
ProActive Advisors is a dedicated wealth management firm that operates under a fiduciary standard of care. We work diligently to make our services cost-beneficial so our fee offers a value proposition, not a cost.
Our Advisory services are focused on improving your financial life through a process that scrutinizes financial details, develops financial strategies, and provides investment management that is data driven and market tested.
Our Mission
Our name defines our mission - to be proactive in helping clients plan and reach their important financial goals.
Fee-only • Fiduciary • Proactive
Our Values
Honesty
Privacy
Transparency
Flexibility
More About ProActive VFO Planning…
ProActive Advisors provides advanced planning, utilizing a teamwork approach to Wealth Management. Included is access to our Virtual Family Office (VFO) of specialized professionals offering legal, tax, and business consulting services. We quarterback the workflow ensuring your priorities are addressed.
It’s a cost-beneficial clone of the ultra-rich Family Office concept combining financial planning and investment management with resourcefulness. It aligns intent with action to ensure a comprehensive strategy for achieving your financial goals.
ProActive VFO Workflow & Communication Map
The workflow process is detailed but we manage the majority of it. Clients provide information and keep us updated about their income, expenses, assets, liabilities, and any special needs. We delve into the minutia to gain insights that can yield valuable benefits.
ProActive Advisors utilizes an adapted Total Return methodology developed by a Morningstar recognized Five Star Fund Manager.
This strategy works to compound:
Interest Income + Dividends + Long-term Capital Gains
360Portfolios Investment Profile Assessment Tool
Competently matching your investment objectives to a well-constructed portfolio is the cornerstone of sound investment management.
Use our Investment Profile Assessment Tool to match your investment objectives with a suitable portfolio framework – one that can potentially optimize your Reward-for-Risk trade-off.
ProActive Advisors' Team
Lawrence York
Founder, Chief Investment Officer
Lawrence York is the founder and Chief Investment Officer of ProActive Advisors, a Registered Investment Advisory firm specializing in financial planning and investment management services. He began his career at Dean Witter and E.F. Hutton & Company before acquiring a broker dealer where he served as the President & FINOP for eleven years. After selling the brokerage firm, Lawrence managed a Technology mutual fund for 9 years for which he was recognized by Morningstar Associates as a Five Star Fund manager. More
After graduate school, Lawrence worked automating client write-up and billing systems at CPA firms. A few years later he joined Dean Witter and was soon recruited to EF Hutton as a VP where he hired top-ranked money managers for clients and monitored their performance. In 1989 he joined Linsco Private Ledger (LPL Financial) going into private practice. From 1994 to 2005 he acquired 2 broker dealers where he served as President for 10 years. During this time, he added the Financial Operations and Municipal Securities Principal qualifications to his credentials. Following the sale of his broker dealers, Lawrence managed a technology mutual fund for 9 years, earning recognition as a Five Star Fund manager from Morningstar for his performance. After developing the 360Portfolios methodology anchored on an adapted Total Return process that focuses on compounding, Lawrence started ProActive Advisors.
Lawrence earned a BA in Political Science from Berea College, and an MBA in Finance from UK’s Gatton College of Business & Economics. He holds the Series 65 Investment Advisor license. Lawrence is married to Frankie Thompson York, founder and owner of New Editions Gallery. Together, they have two sons, John and Guy Harrison. Guy is pursuing a career in Ecological sciences as a researcher. John is an investment advisor with ProActive Advisors.
In 2008, Lawrence started ProActive Advisors to offer institutional-grade investment services to individuals, families, trusts, and small business owners. ProActive was launched around his 360Portfolios compound return methodology formulated to capture interest, dividends, and capital gains. Lawrence earned his MBA from the Gatton School of Business & Economics at the University of Kentucky and his BA in Political Science from Berea College. He is the author of several articles on investment management and fiduciary responsibility including "The Trustee's Guide For Oversight of 401k Plans." Lawrence is married to Frankie Thompson York owner of New Editions Gallery. Together they have 2 sons, John Lee and Guy Harrison.
John York
Investment Advisor Representative
John Lee York serves as an Investment Advisor Representative at ProActive Advisors and holds the Series 65 Investment Advisor license. John additionally is a Certified Financial Planner candidate. He joined ProActive Advisors in 2019 following a two-year internship. A graduate of the University of Kentucky, where he majored in Business and Political Science, John is responsible for monitoring account performance, conducting stock and bond research and fostering client relationships.
John is 27 years old and enjoys hiking with his Golden Retriever (Leo), traveling to see the world, and playing golf.
Kristie Medley
Marketing Director
Kristie is responsible for developing ProActive’s marketing plan including designing and publishing our advertising communications. She plays a crucial role, capable of multi-tasking and getting things done on time.
Kristie earned a Business degree from Marshall University and an MBA in Marketing from Eastern Kentucky University. Kristie attributes her ability to juggle various responsibilities to her strong faith in Christ, whom she considers a guiding force in her life. Kristie additionally offers marketing and operational assistance to small businesses in the Lexington area. She is the mother of two teenagers and is married to Roy Medley.
ProActive Advisors, LLC
836 Euclid Ave, Suite 306
Lexington, KY 40502
859-263-1117
© 2024 ProActive Advisors, LLC