Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in investment management, estate planning, tax planning and preparation, nonprofit financial management, holistic wealth management, and much more.
Not from Kentucky? Our advisors are not bound by geography. They work with clients across the country.
713 McDowell Boulevard
Bardstown, Kentucky 40004
We're comprised of:
1048 Ashley St., Unit 301
Bowling Green, KY 42103
310 Ring Road
Elizabethtown, Kentucky 42701
2201 High Wickham Place
Louisville, Kentucky 40245
Senior Associate
Principal
Associate
Partner
Partner & Head of Workplace Solutions
Partner & Head of Operations
Partner & National Practice Leader
Partner & Market Leader
Partner & Head of Portfolio Management
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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Jonathan Taylor
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