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Bowling Green Office

Our Bowling Green wealth management office delivers the depth of a national firm with financial guidance shaped by the distinct character of South Central Kentucky.

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Bowling Green Office: 1048 Ashley St., Unit 301 Bowling Green, KY 42103

M-F 8:30 AM - 5:30 PM

Contact Bowling Green Office

1048 Ashley St., Unit 301 Bowling Green, KY 42103

M-F 8:30 AM - 5:30 PM

We Know Bowling Green

Bowling Green is one of Kentucky’s fastest-growing cities, driven by manufacturing, healthcare, a thriving university community, and an expanding base of locally rooted businesses. Our team understands the financial priorities of this community—from business owners building and eventually transitioning their enterprises to professionals and families planning for long-term financial security. Our Bowling Green financial advisors bring focused, skilled guidance to clients who want the sophistication of a national wealth management firm with advisors who understand their community.

Wealth Management Services in Bowling Green

Our Bowling Green financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Bowling Green Office

Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Bowling Green

Our Bowling Green team serves as fiduciaries committed to your financial well-being, supported by Cerity Partners’ national resources and a depth of specialized knowledge.

Meet Our Full Bowling Green Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Additional Nearby Offices

Bardstown

713 McDowell Blvd Bardstown, KY 40004

Our Bardstown wealth management office combines national firm resources with personalized local service tailored to your financial goals and priorities.

Contact Bardstown Office

Elizabethtown

310 Ring Rd. Elizabethtown, KY 42701

Our Elizabethtown wealth management office serves individuals and families across the E-Town corridor and the broader Louisville metro with personalized, nationally backed financial guidance.

Contact Elizabethtown Office

Louisville

801 Main St Louisville, CO 80027

Our Louisville, Colorado wealth management office serves clients across Boulder County and the greater Front Range with personalized financial guidance backed by a nationally recognized firm.

Contact Louisville Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Bowling Green Office

Our Bowling Green office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Bowling Green Office

1048 Ashley St., Unit 301

Bowling Green, KY 42103

Contact Our Bowling Green Office

Call Us: (212) 202-1810

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