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 Podcast

We record a podcast and host a television show of the same name 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 get notified when we release new episodes.

Family Wealth Planning Video

Burgers & Bourbon: Horse Soldier Small Batch Bourbon

This week's pick deserves a salute! We reviewed Horse Soldier Small Batch. The story behind this bourbon is amazing and such a tribute to the men and women who fought for our freedom. Each bottle of Horse Soldier is formed in molds made from steel recovered from the...

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The Money Puzzle Podcast: Federal Reserve

On The Money Puzzle Podcast, we explain the Federal Reserve and how it affects banks and you as a borrower. Established by Congress in 1913, the Federal Reserve System is the central bank of the United States, which provides the nation with a safer, more flexible, and...

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The Money Puzzle Tv Show: Meet our Advisors

If you missed our show “The Money Puzzle” Saturdays on abc. Brian Ramsey and Chris Vaughn share a little about themselves and what brought them to get into the business. They also go into a little bit about what we do and how the process starts. Our advisors take a...

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Burgers and Bourbon: 1792 Full Proof

This Week on Burgers & Bourbon we got the special opportunity to break the seal on a bottle of Full Proof 1792. This specific Batch was from a barrel that was hand-picked by our Guest on today's show Daniel Weber and others at Goodman & Weber. Bourbon...

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Ready To Talk?

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