Business Details
10 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Saling Wealth Advisors, we are dedicated to empowering families, professionals, and businesses through personalized wealth management solutions tailored to their unique needs and aspirations. Founded in 2016 by Jay Saling, Eric Saling, and Jason Stuber, our firm was built on the principle of delivering an exceptional client experience paired with strategic financial planning expertise. With over 100 years of combined industry experience, our team of certified professionalsincluding Certified Financial Planners (CFPs) and a Chartered Financial Analyst (CFA)serves as fiduciaries, prioritizing clients' best interests above all else. We specialize in simplifying complex financial matters through comprehensive services spanning financial planning, investment management, and implementation strategies.Our approach emphasizes collaboration, ongoing support, and adaptability to life transitions, ensuring clients maintain clarity and confidence in their financial futures. By maintaining an unwavering commitment to transparency, ethical standards, and client-centric service, we aim to build lasting partnerships that evolve alongside our clients' changing needs. Our Louisville-based team combines deep technical expertise with a personalized touch, offering tailored advice that aligns with individual goals and risk tolerances. Through continuous education and proactive communication, we strive to equip clients with the knowledge and tools necessary to make informed financial decisions throughout their lives.
Services
Financial Planning
Investment Management
Implementation
Wealth Management
Retirement Planning
Details
- Year established: 2016
Highlights and features
- We have over 100 years of combined financial industry experience.
- Our team consists of certified experts including CFPs and CFA professionals.
- We operate as fiduciaries prioritizing client interests above all else.
- Personalized service tailored to individual needs and life transitions.
- Comprehensive wealth management covering all aspects of financial planning.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Financial Planning
Collaborative financial planning process that identifies individual goals and creates actionable strategies for long-term success. Our approach integrates cash flow analysis, tax planning, and estate planning to provide holistic solutions. Services include comprehensive financial assessments and customized roadmaps to achieve specific financial objectives.
Investment Management
Customized investment strategies aligned with client-specific financial goals and risk tolerance levels. Our globally diversified portfolios incorporate modern portfolio theory principles while maintaining adaptability to market changes. Services include ongoing performance monitoring, rebalancing, and tax-efficient investment execution to optimize returns.
Implementation
Comprehensive implementation services that translate financial plans into actionable steps. This includes executing investment strategies, coordinating with legal and tax professionals, and providing ongoing adjustments. Our team ensures consistent alignment between financial goals and actual execution through regular portfolio reviews and life transition planning.
People
Eric Saling
Chief Executive Officer
Certified Financial Planner with extensive industry experience leading strategic initiatives while maintaining fiduciary responsibility to clients.
Jason Stuber
Chief Investment Officer
CFA charterholder responsible for developing and overseeing investment strategies that align with client financial objectives.
Tendai Charasika
Chief Strategy Officer
Certified Financial Planner directing strategic planning efforts to enhance client service delivery and long-term growth.
Amy Stuber
Senior Wealth Advisor
Experienced CFP providing personalized wealth management solutions focused on client financial well-being.
Jeff Gough
Senior Wealth Advisor
Certified Financial Planner offering comprehensive financial guidance and investment advisory services to clients.
Questions
What services does Saling Wealth Advisors offer?
We provide financial planning, investment management, and implementation strategies tailored to individual client needs.
How does Saling Wealth Advisors approach client relationships?
We act as fiduciaries, creating personalized wealth management plans through collaborative, long-term client partnerships.
Who are Saling Wealth Advisors' typical clients?
We serve multigenerational families, professionals, and businesses seeking comprehensive financial guidance.
What makes Saling Wealth Advisors different from other firms?
Our team combines 100+ years of experience with CFP and CFA credentials while maintaining fiduciary commitment.
