At ARGI, I work with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $1.5 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Cincinnati, OH, Indianapolis, IN, Norwalk, CT, and Grand Rapids, MI and serve personal and business clients across the country.
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.