Credentials, Distinctions & Affiliations
At Accredited Wealth Management, we believe in life-long learning. We believe it gives us an edge in serving our clients.
Certified Financial Analyst (CFA®)
The Charter Financial Analyst (CFA®) is a globally recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. A CFA charter holder has strong global investment knowledge, institutional-level investment credentials, and advanced portfolio management skills. Bound by a strict code of ethics and a fiduciary standard of care, the CFA® professional places the client's interests first.
Certified Financial PlannerTM (CFP®)
The Certified Financial PlannerTM (CFP®) designation is a professional certification for financial professionals conferred by the Certified Financial Planner Board of Standards in the United States. To earn the CFP® credential, advisors must complete hundreds of hours of rigorous courses and examinations. These courses are then followed by a 10-hour comprehensive examination.
Retirement Income Certified Professional® (RICP®)
A Retirement Income Certified Professional® (RICP®) specializes in retirement income planning. The professional advises retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely.
Committed to expanding our skill sets and knowledge, our financial professionals are affiliated with the following professional organizations:
Financial Planning Association (FPA)
As members of the Financial Planning Association, we gather knowledge, share ideas, and build national and global relationships with other industry thought leaders. We participate in a range of events and continue to grow and learn as practitioners and planners to better serve our clients today and tomorrow.
The National Association of Personal Financial Advisors (NAPFA)
For over 36 years, NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus which means aligning solely with their client's interest.
Registered Investment Advisor (RIA)
A registered investment advisor (RIA) is an individual financial advisor or advisory firm that gives investment advice to clients. All RIAs register with either the U.S. Securities and Exchange Commission (SEC) or a state-level authority. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their client's best interests.
CFA Society of Louisville
The CFA Society of Louisville is an association of local investment professionals including portfolio managers, security analysts, investment advisors, and other financial professionals. The society promotes:
- Ethical and professional standards within the investment industry
- Professional development through the CFA Program and continuing education
- Exchange of information and opinions among people within the local investment community and beyond
- Furthering the public's understanding of the CFA designation and investment industry
Louisville Independent Business Alliance (LIBA)
AWM is proud to be independent and serve the local community. We are equally proud to be a member of the Louisville Independent Business Alliance (LIBA). The mission of LIBA is to preserve the unique community character of the Metro Louisville area by promoting locally-owned, independent businesses.
Charles Schwab & Co.
Schwab is one of the leading custodians in the industry. We have chosen to partner with Schwab and Schwab Portfolio Services due to their industry-leading technologies, back-office resources and support, and strategic relationship and integration with best-in-class systems that enhance our clients' experience.
