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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: W.L. Weller 12 Year

We have a special one this week, W.L. Weller 12 Year. As part of the wheated bourbon family, this 12-year-old W.L. Weller is aged far longer than most wheated bourbons. The mid-palate flavor is heavily wheated, layered, and moderately sweet. If you have any...

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Burgers & Bourbon: Penelope Architect

This weeks pick is Penelope Architect. Penelope Bourbon created a series of four grain expressions that pleases the palate of bourbon connoisseurs and novices, alike. The Architect is the new blueprint for the future of precision blending. The first build in this...

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Burgers & Bourbon: Basil Hayden Toast

This weeks pick is Basil Hayden Toast. At 80 proof and an entirely new mashbill, replacing the traditional rye grain with brown rice, which adds a hint of sweetness and a touch less spice with increased depth of flavor that comes from secondary aging in a toasted then...

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