Personal and Business

Wealth Management

(502) 212-3000

>> Advantage Investment Management has helped people take care of their money for over 25 years. We work with individuals and families to be ready for their financial future. That means planning for retirement, saving for college, investing in the market, financial and estate planning, and seeking ways to reduce their tax burden.


We also work with businesses to provide retirement plans and other benefits that attract and retain quality employees, as well as corporate wealth management strategies. Learn More >> 

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