Overview

We are one of the largest RIA firms in the Louisville, KY market solely focused on Wealth Management for Individuals and Families.

We are seeking mergers with similar size RIA firms to form a larger regional RIA firm that leverages the respective strengths of the teams.

Our firms core competencies are financial planning, investment management, estate planning and trust services, income tax planning and preparation services.

Would be interested in speaking with like minded RIA firms or breakaway candidates.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...