Reliant Wealth Planning

Reliant Wealth Planning is a financial planner in Louisville, KY, serving individuals and families seeking comprehensive wealth management, retirement planning, legacy and estate planning, and general cash flow management. The firm specializes in guiding clients through the transition from accumulating wealth to its efficient preservation, distribution, and transfer to heirs or charitable causes. With a focus on building long-term relationships rooted in trust, expertise, and personalized service, Reliant serves clients across the Louisville area and surrounding communities. The firm is recognized for its consistent excellence, having earned Forbes Best-In-State Wealth Advisors honors from 2019 through 2025, including multiple recognitions for women wealth advisors.

Reliant Wealth Planning emphasizes a client-centered approach centered on three pillars: relationship, expertise, and trust. The firm’s team, led by Managing Partner and Founder Shaun Chelf, holds multiple advanced designations including CFP®, RICP®, CRPC®, AEP®, and FBS®, reflecting a deep commitment to continuous professional development. Chelf, a former U.S. Army Armor officer, co-founded the firm with Laura Clark in 2001, building a practice grounded in long-term partnership and behavioral finance principles. The firm’s process includes a structured progression from initial consultation to ongoing wealth management, with personalized recommendations and transparent communication. Clients benefit from a team that combines technical proficiency with a caring, individualized approach.

Located at 301 Townepark Circle in Louisville, KY, the firm sits just a short drive from Shelbyville Road and is approximately 0.3 miles from Pope Lick Creek and Pope Lick Ditch. Nearby, Renaissance Fun Park and a mini-golf course are within a quarter-mile, while Learning Express school lies about 0.4 miles away.

Reliant Wealth Planning maintains a strong digital presence, with a well-optimized website that search engines read cleanly and extensive documentation of its services, team, and credentials available online. This consistency enhances visibility and credibility in both traditional and AI-powered search environments.

By combining deep expertise with a commitment to personal connection, Reliant Wealth Planning stands as a trusted advisor in Louisville’s financial planning landscape, helping clients achieve lasting financial comfort and clarity.

Services:

• Cash Flow Management
• Legacy/Estate Planning
• Philanthropic Interests
• Retirement Planning
• Wealth Preservation