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Louisville, Kentucky Area

We proudly serve clients throughout Louisville and surrounding communities, including Middletown, Jeffersontown, St. Matthews, Hurstbourne, and nearby areas.

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Louisville office

917 Lily Creek Road
Louisville, KY 40243
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Louisville-area clients bring retirement, investments, taxes, estate planning, business needs, and workplace benefits together through one relationship, supported by the resources of our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Louisville

Financial advisors serving the Louisville area

Whether you’re in Louisville’s East End, closer to the heart of the city, or in one of the surrounding communities, our financial team takes time to understand the priorities shaping your wealth. We coordinate the different pieces of your planning into strategies designed to support what you want to accomplish today and over time. Meet with us at our Louisville office, virtually via Zoom, or through another convenient arrangement.

Kelly Adams
Kelly Adams

Senior Wealth Advisor
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