About Us

Founded in 2005, our team based in Louisville, Kentucky provides nearly 75 years of combined financial planning and wealth management guidance to families and businesses throughout the Commonwealth and across America. Our firm is providing knowledgeable advice to the fourth generation of some families.

Our Philosophy

As a firm, our focus is to understand your goals and develop a comprehensive plan to reach them. Our team will review the relevant aspects of your financial life, looking to find ways to add value and stability taking into account your goals as well as uncertainty. As a firm, we believe that a close, face-to-face relationship facilitates the financial advising process, while providing the strongest possible opportunity to help you make informed, fact-based decisions.

Our Mission

Our team is dedicated to providing investment management and strategic wealth planning that is personalized for you and your family. At AIM, we believe that a strong, personalized plan provides the firm foundation needed to build a healthy, prosperous financial future. We specialize in applying the most recent data-based financial information to your current and future goals. By providing you with a clear idea of how your assets can be maximized during the current economic climate, we strive to take the uncertainty out of the financial system, so that you can feel confident that each decision moves you closer to where you would like to be at each stage of your life.


Advantage Investment Management

2319 Lime Kiln Lane, Suite A
Louisville, KY 40222


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Latest Articles

Don Garton |
A welcome sign that inflation may be decreasing, price increases fell to 8.5% in July. This represents a significant pull-back from the decades-high peak last month. Many stocks responded positively on Wednesday following the release of the CPI numbers. S&P 500 jumped 2.1%. Mixed Equity Response to Lower Inflation numbers As you have likely heard, major U.S. stock indexes stayed volatile last week, and ended on a positive note, Growth stocks captured more attention than...
Don Garton |
Diversification is a cornerstone of investment advice. The most common saying along those lines is probably “never put all your eggs in one basket” and that is certainly true for the prudent investor. Markets fluctuate through economic change, business cycles, and a wide variety of factors. Managing these peaks and valleys is the primary goal of your investment plan. The best defense against risks in any investment strategy is a diverse and well-balanced allocation of...
We’ve touched on value and growth stocks, and because we financial types aren’t all that creative, it won’t surprise you to learn that blended funds are a combination of the two. However, if you have done much reading on how to diversify your portfolio, you likely have come across similar terms such as “hybrid” and “balanced” funds. Although the function of these funds—to build a portfolio with investments of differing levels of risk—is the same...

We manage assets for individuals and families, providing investment management, and financial planning services.