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.
"We’ve been working with Don for ten years and appreciate his deep knowledge of market trends and investment options. He listens well and understands our tolerance for risk, our investment and retirement goals, and our preference for value-based investing. We have watched our investments grow and feel well-positioned for the future thanks in a great part to his guidance."
-Kathy
"Some 30 + years ago when Don and I were much younger, he was recruiting clients and I was a teacher at a local parochial school. He convinced me that I could invest a small sum of money from my small parochial school salary each month and I could have an investment to help with retirement. Over the years, we have continued to meet and discuss my paltry amounts in the same manner. I have appreciated his friendship and advice and also his knowledge of the market to get me to the point where I can have money to supplement my social security. What started out with $200/month thirty years ago has come to mean a whole lot more for a former parochial school teacher."
-Cecile
"AIM doesn't manage my retirement funds for me, Don and the AIM Team manage my retirement funds WITH me, They listen with a discerning ear, offer advice in areas I don't think about and handle my requests efficiently. I don't panic when financial storms threaten, because AIM has put a solid foundation under my nest egg."
-Lynn
"Don Garton has the ability to communicate complex investment situations to anyone and I recommend him to all of my clients especially couples where one spouse is not as investment savvy because I know that Don and the staff at Advantage Investment Management will help them both understand how to achieve their financial goals."
-Gavin
"I have worked with Advantage Investment Management for more than 20 years, and have felt confident that my investments have been handled with professionalism and expertise. Don has been a good listener, and has been always been respectful of my comfort level with risk. He has given me solid advice and encouragement, and has patiently helped educate me on financial matters that are often a blur to me. I have recently entered retirement, and feel more secure knowing that Advantage Investment Management is helping me make this important transition"
-Judi
"Don Garton and team have been managing our investments/retirement accounts for over a decade now. They are quick to respond when we have a question, need to make a trade or do a withdrawal. In addition, even though we are in the Northern Ky area and their office is in Louisville, they make themselves available to review our business in person or virtually as often as wanted/needed. Don is a dependable, trustworthy advisor that I trust with my finances and often recommend him to family and friends."
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
We manage assets for individuals and families, providing investment management, and financial planning services.