Our Partners
LPL Financial
As the largest broker-dealer in the nation*, LPL Financial enables us to manage and invest our clients' assets, provides oversight and accountability from a compliance standpoint, and connects our team with opportunities for growth for our client families.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
Kentucky Planning Partners
We believe a diversified portfolio requires diversified ideas. We're proud to be a member of the KPP community and utilize their invaluable supervisory resources and extensive network of talented financial professionals to engage with in a collaborative exchange of ideas.