Tailored Advice. Innovative Solutions. Comprehensive Planning.

Wealth management, retirement planning, insurance and financial planning services in Louisville Kentucky.


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Call (502) 200-5210 or click the button below to schedule a time that’s convienent for you.

Family Wealth Planning Partners

Planning for your future has never been more meaningful. We’re an innovative  firm helping families create tailored financial plans.

Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth’s potential.

Educated families make better decisions which can lead to greater results.

All of our wealth managers are capable and willing to assist in the following areas:

  • Wealth Management
  • Retirement Planning
  • Asset Protection
  • Lifetime Income
  • Cash Flow Analysis
  • Life Insurance
  • College Savings Planning
  • Retirement Cash Flow

Get To Know Us Through Our Podcasts

We record three  podcasts covering a litany of financial and business related topics. It’s a great way to get to know us and how we approach our work. We hope you enjoy and be sure to subscribe to each podcast to get notified when we release new episodes.

Peace Of Mind Podcast

Peace of Mind Radio is our flagship show covering a variety of financial topics that most families have considered or had questions about.

Connecting The Commonwealth Podcast

Each episode of the Connecting The Commonwealth podcast highlights local business owners and entrepreneurs in the Louisville Metro Area.

Family Wealth Planning Blog

5 Steps For Recent Retirees to Take Today

5 Steps For Recent Retirees to Take Today

What is happening in the world today is obviously unprecedented. Your age, likely, has had a dramatic effect on how you are perceiving our current events as well. From an investment perspective, if you’re in your 20’s or 30’s, chances are your concerns are far...

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Ready To Talk?

Call (502) 200-5210 or click the button to schedule a time that's convienent for you.