Financial Advisor David Hudson

David Hudson - CPA RFC® PFS

Out-of-the-Box Thinking

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Independent Financial Advisor

About David

Please My Profile

David W. Hudson is President and CEO of Legacy Consulting Group, a tax and financial planning firm in Lexington, KY that specializes in income tax and estate planning as well as small business consulting. David is a Certified Public Accountant, Personal Financial Specialist and financial planner. He works to help his clients understand the tax implications of their financial transactions, and he advises them on making the best decisions for their situations. David uses out-of-the-box thinking to provide his clients with tax and accounting services, retirement planning and investment management. 

My History

David earned both his Bachelor of Science degree and Master of Accountancy degree from the University of Tennessee-Knoxville. Upon earning his master’s in 1995, he began his financial career in Knoxville before moving to Kentucky in 1997. David worked for a couple of prominent CPA firms in Lexington before beginning his own practice, Legacy Consulting Group, in 2002. Since that time, Legacy Consulting has expanded to include financial planning and serves as a center for financial education and empowerment for individuals, families and businesses.

David works to get past the basic, surface-level working relationship with his clients. He and his staff work to ask all the questions pertaining to a client’s financial situation so that he can evaluate the big picture. Legacy Consulting Group emphasizes that they keep their process transparent and only give clients honest advice. David will tell his clients the good, the bad and the ugly, and he considers himself a consultant with a teacher’s heart rather than a salesperson. It is because of this approach that David has been a Dave Ramsey Endorsed Local Provider for Tax Services for the past ten years. Client education is so important to David that each potential client receives a complimentary consultation, whether they decide to do business with Legacy or not.


Licenses Held

  • FINRA Series 7, 66
  • Securities Licensed in AL, FL, GA, IN, KY, LA, MI, MO, SC, TN, TX, WI
  • Variable Life and Health Licensed in KY

Interests and Activities

David lives in Versailles with his wife Kimberly and their three daughters Maggie, Abbie and Callie. In his free time, David enjoys coaching his daughters’ basketball teams. He and Kimberly also work with their church’s youth group and teach Sunday school.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

David Hudson is an independent contractor of Money Concepts

note: Legacy Consulting Group, LLC is an independent firm and not affiliated with Money Concepts

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