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About Us Our Mission: You at Advantage Investment Management 

The mission of Advantage Investment Management is to help our clients achieve their financial goals through a long-term financial planning relationship. We use our vast experience, resources, and personalized attention to enhance our clients’ financial success and help protect against unforeseen challenges.

Here at AIM, we help our clients take care of their money. We work with individuals and families on planning for retirement, saving for college, managing investments, financial planning, estate planning, and seeking ways to decrease their tax burden. We also work with businesses to provide retirement plans and other benefits for employees as well as corporate wealth management services.

What makes AIM different? 

Experience – Our advisors have many years of service in the financial industry; they are licensed and certified. They have chosen to further their knowledge and skill sets in order to better serve our clients. 

Professional Responsibility and Integrity – AIM is a Registered Investment Advisor which entails a fundamental obligation to provide suitable investment advice and always act in our client’s best interests.

Impartiality – Our independent affiliation enables us to utilize a broad scope of financial solutions in the building of our client’s personal investment strategy. We are not limited to one company's product.

Clients of AIM benefit from knowledgeable, personalized, and trusted advice.

AIM became a Registered Investment Advisor with the Commonwealth of Kentucky 2005. This gives our clients the confidence that the firm is held to the highest standards of conduct while providing them with a wide range of services.

Our Mission: You