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.

Our Team

Latest Articles

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off. But what if the most expensive financial decision isn't a bad choice — it's no choice at all? That's what nearly a century of market data suggests. And the numbers are hard to argue with. What $100 Looked Like in 1928 In the late 1920s, $100 went a long way. It could...
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...

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