Get In Touch
Schedule A Time To Meet Our Team
Whether you prefer to meet virtually, over the phone, or at our office, we’re excited to hear more of your story and explore how we can help.
Have a few questions for us?
Though we’re excited to meet and talk about your financial plan in person, below are a few common questions we receive regarding us and our services.
Yes. We are an independent financial planning firm, meaning we don’t have any proprietary products, sales quotas, or corporate restrictions on our recommendations. We have access to a very broad universe of investment options and we hold ourselves to the fiduciary, which means we always put our clients’ interests first.
Our fees are assessed quarterly as a percentage of your total assets under management.
Yes. Several of our advisors are CFP® professionals and many others hold designations like CLU, CPA, CFA and more.
You don’t! We are a full-service financial planning firm, meaning we help our clients evaluate and implement a full range of financial objectives, decisions and solutions. We employ a values-based approach to our work, making sure we understand what’s most important to our clients before we make recommendations. We won’t know if we’re a mutual fit until we have an introductory conversation to get to know one another.
Many of our clients have accumulated at least $500,000 of assets under management before working with us. At that level of wealth and beyond, there are certain complexities that enter your financial life that require the guidance of an advisor. That said, we’re happy to have a conversation with you regardless of where you stand in your financial journey.
Rooted in Covington, KY
Trust Your Legacy To Our Team
We pride ourselves in providing helpful guidance at the highest level of integrity and confidentiality. As your financial professionals we will leverage our industry-leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.
