About Us

Founded in 2005, our team based in Louisville, Kentucky provides nearly 75 years of combined financial planning and wealth management guidance to families and businesses throughout the Commonwealth and across America. Our firm is providing knowledgeable advice to the fourth generation of some families.

Our Philosophy

As a firm, our focus is to understand your goals and develop a comprehensive plan to reach them. Our team will review the relevant aspects of your financial life, looking to find ways to add value and stability taking into account your goals as well as uncertainty. As a firm, we believe that a close, face-to-face relationship facilitates the financial advising process, while providing the strongest possible opportunity to help you make informed, fact-based decisions.

Our Mission

Our team is dedicated to providing investment management and strategic wealth planning that is personalized for you and your family. At AIM, we believe that a strong, personalized plan provides the firm foundation needed to build a healthy, prosperous financial future. We specialize in applying the most recent data-based financial information to your current and future goals. By providing you with a clear idea of how your assets can be maximized during the current economic climate, we strive to take the uncertainty out of the financial system, so that you can feel confident that each decision moves you closer to where you would like to be at each stage of your life.

Our Team

Latest Articles

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...

We manage assets for individuals and families, providing investment management, and financial planning services.