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Bardstown Office

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

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Bardstown Office: 713 McDowell Blvd Bardstown, KY 40004

M-F 8:30 AM - 5:00 PM

Contact Bardstown Office

713 McDowell Blvd Bardstown, KY 40004

M-F 8:30 AM - 5:00 PM

We Know Bardstown

Bardstown attracts business owners, professionals, and families who value community and financial security. Our team understands this region’s distinctive character, from distillery executives and hospitality professionals to established families and entrepreneurs. Whether you’re preparing to exit a business, planning for retirement, or managing multi-generational wealth, our Bardstown financial advisors provide sophisticated guidance informed by both local knowledge and comprehensive national resources.

Wealth Management Services in Bardstown

Our Bardstown financial advisors offer integrated wealth management incorporating investment strategies, tax planning, estate planning, and risk management solutions.

Contact Bardstown 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 Bardstown

Our Bardstown team operates as fiduciaries with specialized knowledge, accessing Cerity Partners’ full resources to provide coordinated, comprehensive financial guidance.

Meet Our Full Bardstown Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

Incentive Stock Options

Own Stock in a Company Undergoing an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

Additional Nearby Offices

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 Bardstown Office

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

Bardstown Office

713 McDowell Blvd
Bardstown, KY 40004

Call us to Schedule: (212) 202-1810

Contact Our Bardstown Office

Call Us: (212) 202-1810

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