Offices:

Our Kentucky Offices

map of Kentucky wih plot points for Bardstown, Bowling Green, Paducah, and Louisville.

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

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.
Learn More

Bowling Green Office

1048 Ashley St., Unit 301

Bowling Green, KY 42103
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.
Learn More

Elizabethtown Office

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.
Learn More

Louisville Office

2201 High Wickham Place
Louisville, KY 40245
Our Louisville, Kentucky wealth management office serves individuals, families, and business owners across the Bluegrass region with nationally supported financial guidance and local insight.
Learn More

Paducah Office

4730 Village Square Dr. #100
Paducah, KY 42001
Our Paducah office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.
Learn More

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace, Joseph Matus and James Lebenthal

Individuals and Families

What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: March 2026 Economic and Market Outlook

March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…

Salvatore Russo

Partner

Individuals and Families

The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy

March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here