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.

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.