Steve Giacobbe, CFA®, CFP®

Managing Partner
Chief Investment Officer

Shawn Clark, MBA

Managing Partner
Financial Advisor


Brad Fisher, CFP®, RICP®

Senior Financial Planner


Jennifer Giacobbe

Client Service


Monica Ledbetter

Administrative Officer



Accredited Wealth Management
4938 Brownsboro Road, Suite 201
Louisville, KY 40222

502-290-1905 office
502-290-1908 fax




If someone is important to you, then they are important to us. We recognize the importance of having a trusted guide who can provide sound financial advice even in the most complex circumstances. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an ongoing client relationship.