Georgetown Financial Advisory & Wealth Management Practice

Georgetown, Kentucky

About This Business

Established in 2016, this thriving financial services firm has built a solid reputation across Georgetown and surrounding Scott County communities. The practice specializes in comprehensive wealth management, financial planning, and investment advisory services, serving a diverse clientele including high-net-worth individuals, business owners, and families. With a talented team of 10 professionals including CFPs and financial advisors, the business has demonstrated consistent growth and strong client retention rates. The firm maintains long-term client relationships built on trust and personalized service, resulting in recurring revenue streams and referral-based growth opportunities.

Financial Details

Business Details