Our Kentucky Offices

Our colleagues are passionate about positively impacting the financial well-being of individuals and communities in Kentucky, and share a steadfast commitment to providing unbiased advice and comprehensive financial management.

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.

Bardstown Office

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

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.

Elizabethtown Office

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

Louisville Office

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

Meet Our Kentucky Colleagues

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Partner & Head of Workplace Solutions

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Partner & Head of Operations

Partner & National Practice Leader

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Partner & Market Leader

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Partner & Head of Portfolio Management

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Curious about learning more? Let’s talk.

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