Family Wealth Planning Partners
BizScore
Contact Information
-
Address
Financial planner · · 3012 Eastpoint Pkwy, Louisville, KY, 40223 -
Phone
(502) 200-5210 -
Website
fwppartners.com
Location
About Family Wealth Planning Partners
Family Wealth Planning Partners is a financial planner in Louisville, KY. The firm provides tax and strategic wealth planning, as well as investment portfolio management services, to clients in Kentucky. Founded in 2018, the practice specializes in helping individuals at or near retirement create plans to grow, preserve, and transfer their wealth. The firm holds a rating of 5.00 based on customer reviews.
The team consists of Brian Ramsey CFP, ChFC, MBA, who serves as Founding Partner and Financial Advisor; Eric Douglas MBA, a Partner; Chris Vaughn WMCP, CLTC, a Partner; and Aaron McAndrew AIF, CRES, a Partner. Before joining forces, each partner worked in a solo capacity. The firm uses an education-forward approach to help clients understand why and how they are invested. The planning process begins with a discovery meeting focused on values, needs, and goals, followed by mapping out a personalized strategy. Clients receive a roadmap with actionable next steps and benchmarks, which the firm reviews regularly to adapt to changing life circumstances. Brian Ramsey dedicated his career to preventing investment strategies that do not consider client needs, drawing from a personal experience in 2000. Eric Douglas focuses on creating tailored plans for families and aligning investments with long-term goals. The firm also offers resources including videos, a blog, a podcast, and calculators, and provides a free written plan.
The office is located at 3012 Eastpoint Parkway. It sits about 0.3 miles from La Grange Road and the Gene Snyder Freeway. Factory Lane is approximately 0.5 miles away, and Goose Creek is about 0.7 miles from the location.
The firm is known for its positive rating from customers who have reviewed it. It stands out for its focus on education and collaboration in the financial planning process.
Family Wealth Planning Partners combines specialized retirement planning with an educational approach in Louisville, KY.
Services:
- Education-focused financial guidance
- Retirement planning services
- Risk management strategies
- Second opinion reviews on current wealth management plans
- Tailored wealth management plans
More Financial Planner in Louisville, Kentucky
- Commonwealth Capital Management, LLCBizScore 77
- Edelman Financial Engines of LouisvilleBizScore 69
- Farnsley AdvisorsBizScore 68
- Centerline Wealth AdvisorsBizScore 67
- Lamkin Wealth ManagementBizScore 66
- Dan Hardt Financial ServicesBizScore 65
- Mercurio Wealth AdvisorsBizScore 62
- Kentucky Planning PartnersBizScore 59
- Strategic Wealth Designers of LouisvilleBizScore 58
- First Kentucky SecuritiesBizScore 58
Browse: Businesses in Louisville, KY · Financial Planner in Kentucky · Businesses in Kentucky