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.
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 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.
