Owen LaRue Financial Group is a financial planner in Elizabethtown, KY. The firm provides wealth management, investment, and planning services, with a specific focus on the investment, transfer, and proper management of assets across generations. They serve families by acting as a family's Chief Financial Officer, helping to coordinate various professional advisors to ensure all parts of a financial strategy align with long-term goals.
The firm's approach is centered on building deep relationships through an understanding of each family's unique needs and desires. Rather than focusing on selling products, the team prioritizes creating personalized plans designed to maximize success and grow legacies. With over 25 years of experience providing investment and financial advice, the group is structured to support every stage of a family's life cycle, assisting with the management of assets from one generation to the next. The professional team includes Jim Owen, Chief Executive Officer; Ben LaRue, Chief Financial Officer; Billy Cann, Financial Advisor; Connor Casey, Director of Financial Planning; Amelia Hall, Client Services Manager; and Jennifer Shoffner, Client Services Manager.
Owen LaRue Financial Group is known for being a trusted and independent provider of financial advice. The firm is recognized for its family-focused approach and its commitment to impartial decision-making that keeps clients at the center of the process. Their long-standing history of service and dedication to protecting client success makes them a reliable partner for comprehensive financial planning.
The firm provides dedicated, personalized wealth management for families throughout Elizabethtown.