Louisville, Kentucky

Wealth Planning That Changes Along With You

Our wealth advisors in Louisville, Kentucky, will work with you to create a personalized financial plan designed to help you reach goals like purchasing a vacation home. And because life is always changing, the plan we create together can change along with it.

Our wealth advisors are dedicated to putting your interests first and to helping you navigate your financial future. As part of the planning process, we offer in-house wealth management services including investment management, tax planning and preparation, estate planning, trust services and personal insurance planning from two local offices—one in Louisville-East End and one in New Albany, Indiana.