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image of grandfather and grandson at the beach

The client experience families and individuals deserve

LET US HELP YOU BUILD AN INVESTMENT PLAN that addresses your concerns and the complexities of your unique goals.  We’re here to help you not only look ahead to the future, but to look forward to it.

We are located on North Hurstbourne Parkway on the University of Louisville's Shelby Campus.  Traveling north on Hurstbourne Parkway, we are on the left about 1/2 mile from Shelbyville Road.