Intelligent financial planning lives here

We are an experienced team with local roots and a national reach

Financial planning is like any other craft

It requires time and care

When you entrust your financial dreams to our team, you can rest assured knowing that we’re bringing decades of experience and unmatched resources to the table

We’re a team with local roots and a national reach

While our team has deep roots in the Louisville community, we leverage industry-leading tools and world-class strategic partners to serve clients across the country

$500M + in assets under management

Top-performing advisors in Money Concepts

Entrenched in the Louisville community

Handcrafted services delivered all in one place

Investment Planning

Optimize returns and manage risk with our proactive investment approach, tailored to your objectives, risk tolerance, and time horizon.

Business Planning

From succession planning to employee benefits to key person retention, our comprehensive suite of services is designed to maximize your business’ growth and stability.

Tax Planning Services

Our tailored tax planning strategies help you minimize the tax burden for both you and your family, allowing you to grow and pass on your wealth effectively.

Insurance Strategies

Insurance provides unparalleled financial protection — but did you know that it can do so much more? We’re here to show you the power of comprehensive insurance strategies.

Wealth & Generational Planning

Our tailored strategies can ensure that your family’s wealth and values are passed from generation to generation efficiently. Our process will make leaving a legacy a privilege, not a burden.

Maximize returns and manage risk with our proactive investment approach, tailored to your objectives, risk tolerance, and time horizon.

Our tailored tax planning strategies help you minimize the tax burden for both you and your family, allowing you to grow and pass on your wealth effectively.

From succession planning to employee benefits to key person retention, our comprehensive suite of services is designed to maximize your business’ growth and stability.

Insurance provides unparalleled financial protection — but did you know that it can do so much more? We’re here to show you the power of comprehensive insurance strategies.

Our tailored family and individual services can help ensure that your financial future aligns with your personal aspirations and family goals.

We put our creativity to work for you

Our team takes a creative approach planning, always finding ways of making the complicated simple. Click below to see our creative insight put to work through tax strategies, investment guidance, business planning and more.

Read: Top 5 Retirement Strategies | Tax Triangle | Generational Wealth Transfer

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Intelligent financial planning lives here

Financial planning is like any other craft

It requires time and care

We’re a team with local roots and a national reach

$500M + in assets under management

Top-performing advisors in Money Concepts

Entrenched in the Louisville community

Handcrafted services delivered all in one place

We put our creativity to work for you

Get the latest insights from our team

Take the next step to developing your plan

Take the next step to developing your plan

Take the next step to developing your plan