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MORE THAN JUST MANAGING YOUR MONEY
Accredited Wealth Management is an independent Registered Investment Advisor (RIA). As a Louisville-based, fee-only wealth management firm, we offer more than just money management. Our highly-experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed and proactively-delivered investment and planning solutions.
Our culture of teamwork and stewardship helps us deliver the highest level of professionalism and personal service. Our firm is built on the belief that there is a better way to provide wealth management services:
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Clients First |
Putting your interests first—always |
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Independent & Objective |
Avoiding proprietary products, commissions, soft dollars and revenue sharing to limit any potential conflicts |
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Comprehensive Planning |
Providing integrated wealth planning that encompasses more than just managing your money |
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Ownership |
Attracting and retaining employees that are passionate, empowered and strive to be the best in the business |
ACCREDITED WEALTH MANAGEMENT IS A FIDUCIARY
What is a fiduciary? A fiduciary is a person or organization that acts on behalf of another person or persons, putting their interests first. A fiduciary is bound both legally and ethically to act in the other's best interests.
INTEGRATED SOLUTIONS FOR COMPLEX NEEDS
At Accredited Wealth Management, we provide integrated wealth management that includes financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, gifting strategies and more.
Because wealth management can be complex, we may draw on our network of specialists and subject matter experts and consult with your other professional advisors to help coordinate your comprehensive strategies.
Learn more about our wealth planning process.
"Go confidently in the direction of your dreams! Live the life you've imagined.
As you simplify your life, the laws of the universe will be simpler."
—Henry David Thoreau
HIGHLY CREDENTIALED PROFESSIONALS
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Accredited Wealth Management's credentials, distinctions and affiliations
CARING FOR OUR COMMUNITY
We know that our long-term success is directly linked to the success of those around us. Through a combination of volunteer activities, philanthropic support and other community involvement, we're helping to strengthen the Louisville community in which we work and live.
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