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

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

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