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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: Larceny Bourbon Barrel Proof

This week's pick is a STEAL! Larceny Bourbon Barrel Proof. Steal a taste the same way John E. Fitzgerald once did: uncut & straight from the barrel. This is the first wheated Bourbon to ever be named Whisky Advocate's “Whisky of the Year.” The story about this...

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Burgers & Bourbon: Knob Creek Single Barrel Select Bourbon

This week's pick is Knob Creek Single Barrel Select Bourbon. A “Select Bourbon” is offered by specific stores from a bourbon barrel specially chosen by your local retailer through our Single Barrel Program. This is truly a unique experience to try a different 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.