Sign up to receive our Monthly Newsletters to learn more about how others are planning for retirement. 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 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.
Services
Credentials, Distinctions & Affiliations
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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 a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills.
Individuals & Families
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Planning for retirement can be both an exciting and stressful time. Having the right team of advisors can help you confidently navigate the path to-and through-retirement. We help you address key issues such as how to not outlive your money, establishing a retirement income stream and maintaining your standard of living.
Wealth Planning
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Our integrated planning process is designed to help bring clarity and confidence to your financial life. Right from the start, our team invests time to get to know you. Frequent conversations help us understand what makes your situation unique. The goal is to build a trusted relationship with you and your family.
Investment Management
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We start by fully understanding your financial needs and goals. We then work in partnership with you to create an investment strategy based on careful research and a disciplined process. Accredited Wealth Management takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk and achieving investment success.
Articles
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We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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