Accredited Wealth Management is an independent Registered Investment Advisor (RIA) based in Louisville, KY. They offer comprehensive wealth management services, including financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, and gifting strategies. Their highly-experienced team of financial professionals works closely with clients to build customized wealth plans and provide carefully researched, custom-designed, and proactively-delivered investment and planning solutions.
As a fee-only firm, Accredited Wealth Management puts their clients' interests first and avoids proprietary products, commissions, soft dollars, and revenue sharing to limit potential conflicts. They provide integrated wealth planning that encompasses more than just managing money, and they are committed to delivering the highest level of professionalism and personal service. Accredited Wealth Management is dedicated to acting as a fiduciary, always putting their clients' best interests at the forefront of their services.
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