Family Wealth Planning Partners

Family Wealth Planning Partners is a financial planner in Louisville, Kentucky, specializing in tax and strategic wealth planning, investment portfolio management, and retirement planning for individuals and families, particularly those at or near retirement. The firm serves clients across Kentucky, offering education-focused guidance to help clients understand their financial decisions and build personalized strategies that align with their long-term goals. With a 5.00 rating based on client feedback, the firm emphasizes clarity, collaboration, and empowerment in every stage of the planning process. Their services include cash flow analysis, estate planning, insurance evaluation, and ongoing plan reviews to ensure long-term adaptability.

The firm was founded in 2018 by a team of experienced financial professionals who combined their expertise to deliver a more comprehensive and client-centered approach. Their process begins with listening, understanding clients’ values, goals, and life timelines before crafting a tailored financial strategy. They emphasize education throughout, ensuring clients know the “why” behind every decision. Their team includes Brian Ramsey, CFP®, ChFC®, MBA, the founding partner, who brings a personal commitment to protecting clients’ wealth after witnessing a family member lose savings due to misaligned investments. Other partners include Eric Douglas, MBA, Chris Vaughn, WMCP®, CLTC®, and Aaron McAndrew, AIF®, CRES, each contributing specialized knowledge in wealth management, tax planning, and retirement strategy.

Located at 3012 Eastpoint Parkway in Louisville, the firm sits approximately a mile from Goose Creek and is within a short drive of the Gene Snyder Freeway and La Grange Road, with The UPS Store located about 0.7 miles away. The office is situated on a major commercial corridor that connects to key regional routes, making it accessible from surrounding neighborhoods and nearby cities.

The firm stands out for its thorough, well-documented business information available online and a website that search engines read cleanly, enhancing visibility and trust. This strong digital presence supports clients in finding and understanding the firm’s services with ease.

By combining personalized planning with a commitment to financial literacy, Family Wealth Planning Partners helps Louisville residents build secure, sustainable wealth and achieve their ideal lifestyle in retirement.

Services:

• Education-focused financial guidance
• Retirement planning services
• Risk management strategies
• Second opinion reviews on current wealth management plans
• Tailored wealth management plans