Find Top Financial Advisors Near Bowling Green, Kentucky
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SAGEGUARD FINANCIAL GROUP, LLC
Goodlettsville, Tennessee
Sageguard Financial Group, LLC is a distinguished investment advisory firm headquartered in Goodlettsville, TN. With a strong presence in the industry, they operate from a single office and boast a team of 13 talented professionals. Ten of these experts specialize in providing comprehensive investment advisory services, catering to a diverse clientele.
The firm's success is evident in their impressive average assets under management per investment advisor, which stands at approximately $25,700,000. Sageguard Financial Group, LLC offers a versatile compensation structure to meet the unique needs of their clients. This includes charging a percentage of assets under management, as well as utilizing hourly rates and fixed fees.
Renowned for their expertise in managing employer 401K plans and individual investments, over 80% of their assets under management originate from these sources. With a track record of excellence, the firm takes full discretion over managing 100% of the assets entrusted to them.
Sageguard Financial Group, LLC boasts an extensive client base, comprising over 1,500 individuals. These valued clients entrust the firm with a remarkable $257,000,000 in assets under management. At the helm of the organization, several of the most experienced and trusted advisors include Jeffrey Atchison, Chad Wood, and Jarrod Null.
With a commitment to delivering personalized financial solutions and a wealth of industry experience, Sageguard Financial Group, LLC stands as a reliable partner for individuals and employers seeking exceptional investment advisory services.
TONY WALKER FINANCIAL
Bowling Green, Kentucky
Tony Walker Financial, based out of Bowling Green, KY, is a reputable investment advisory firm that excels in managing assets for individuals and employer 401K plans. With a total of 12 employees, including 4 dedicated investment advisors, the firm has built a strong track record in the financial industry.
Known for their expertise in investment advisory services, Tony Walker Financial boasts an impressive average of approximately $43,150,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
Catering to a diverse clientele, Tony Walker Financial serves over 1,860 individual clients, effectively managing assets totaling more than $189,775,000. The majority of their assets under management, accounting for over 80%, are comprised of employer 401K plans and individual portfolios. Their ability to expertly handle 401K plans for both employers and employees makes them a highly qualified choice for businesses seeking reliable management solutions.
Aside from their investment advisory services, Tony Walker Financial also provides insurance brokerage and agent services, enhancing their comprehensive offerings to clients. Operating out of three offices, the firm has established a strong presence in the local community and beyond.
Tony Walker Financial takes pride in their experienced team of advisors, with notable names like Carl Jurgens, Heather Hughes, and Phillip Walker among their longest-tenured professionals. Their commitment to excellence and personalized service has earned them a solid reputation in the financial sector, making them a trusted choice for individuals and businesses seeking sound financial guidance.
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TONY WALKER FINANCIAL
Bowling Green, Kentucky
Tony Walker Financial, based out of Bowling Green, KY, is a reputable investment advisory firm that excels in managing assets for individuals and employer 401K plans. With a total of 12 employees, including 4 dedicated investment advisors, the firm has built a strong track record in the financial industry.
Known for their expertise in investment advisory services, Tony Walker Financial boasts an impressive average of approximately $43,150,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
Catering to a diverse clientele, Tony Walker Financial serves over 1,860 individual clients, effectively managing assets totaling more than $189,775,000. The majority of their assets under management, accounting for over 80%, are comprised of employer 401K plans and individual portfolios. Their ability to expertly handle 401K plans for both employers and employees makes them a highly qualified choice for businesses seeking reliable management solutions.
Aside from their investment advisory services, Tony Walker Financial also provides insurance brokerage and agent services, enhancing their comprehensive offerings to clients. Operating out of three offices, the firm has established a strong presence in the local community and beyond.
Tony Walker Financial takes pride in their experienced team of advisors, with notable names like Carl Jurgens, Heather Hughes, and Phillip Walker among their longest-tenured professionals. Their commitment to excellence and personalized service has earned them a solid reputation in the financial sector, making them a trusted choice for individuals and businesses seeking sound financial guidance.
FINANCIAL PARTNERS GROUP, LLC
Gallatin, Tennessee
Financial Partners Group, LLC is a small investment advisory firm based out of Gallatin, TN, with two offices. With a team of seven employees, three of whom provide investment advisory services, the firm has established itself as a trusted resource in the industry. Boasting an impressive average of approximately $184,840,000 in assets under management per investment advisor, Financial Partners Group outperforms the industry average.
The firm's compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, Financial Partners Group possesses the expertise and capability to manage employer funds. Additionally, the firm manages 100% of the assets under its purview on a discretionary basis.
Financial Partners Group primarily caters to high-net-worth individuals, managing a substantial portfolio for over 150 individual clients, totaling more than $554,522,000 in assets under management. The firm takes pride in its experienced team, which includes esteemed advisors such as Thomas Miller, Michael Stanley, and Scott Paschal, who have contributed to the firm's success over the years.
With a commitment to providing personalized and comprehensive investment advisory services, Financial Partners Group, LLC continues to assist clients in achieving their financial goals through astute management of their assets.
LANDMARK FINANCIAL ADVISORS, LLC
Bowling Green, Kentucky
LANDMARK FINANCIAL ADVISORS, LLC:
With over 360 individual clients and more than $503,689,000 in assets under management, Landmark Financial Advisors, LLC is a reputable local investment advisory firm based in Bowling Green, KY. Operating from a single office, the company offers comprehensive financial services to a diverse range of clients. While employer funds management is within their expertise, 401K and individual accounts represent less than 30% of their assets under management. Notably, a significant 87% of the assets they manage are discretionary, highlighting their expertise in providing personalized investment solutions.
Catering predominantly to high net worth individuals, Landmark Financial Advisors, LLC boasts a compensation structure that includes various types, such as a percentage of assets under management and hourly charges. With a total of eight dedicated employees, six of whom specialize in investment advisory services, the firm maintains a well-balanced team to deliver top-notch financial guidance. On average, each investment advisor handles approximately $83,950,000 in assets under management, in line with industry standards.
Landmark Financial Advisors, LLC takes pride in the tenure and experience of their team. Key advisors like Elizabeth Wilkins, Lewis Mason, and William Borders have been with the company for an extended period, providing clients with valuable insights and guidance. Their commitment to building long-term relationships and their reputation for excellence in financial advisory services have made Landmark Financial Advisors, LLC a trusted partner in helping clients achieve their financial goals.