Financial Strategies Group, LLC is a leading independent financial firm based in Louisville, KY. With a focus on the human element of wealth planning, they prioritize developing a personal connection with their clients to understand their priorities and aspirations before creating a meticulously tailored strategy. Their all-encompassing process offers potential strategies for families, individuals, corporate planning, non-profit organizations, and professional partnerships, aiming to help clients pursue their financial goals and surpass them.
Committed to transparency and education, Financial Strategies Group employs thoughtful, long-term strategies rooted in decades of investment research and modern academic principles in financial planning. Their team of experienced professionals, including Managing Partner Jay Dortch and Partner Brian Dawahare, collaborate with clients to create custom-built strategies aligned with their personal vision of financial success. Securities are offered through LPL Financial, and investment advice is offered through Financial Strategies Group, a registered investment advisor.
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