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Family Wealth Planning Partners
3012 Eastpoint Pkwy, Louisville
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From our first meeting Eric made us feel comfortable discussing our financial needs/wants. He got to know us and made recommendations to support our future needs. The meetings we have is very informative and always ready to answer questions. Thanks for what yoy do!
My wife and I met with several financial advisors before choosing to go with Family Wealth. After meeting with Eric and discussing our goals and concerns he put together a plan that addressed All our concerns and is continuing to help reach our goals. I would and do highly recommend The Family Wealth Planning Partners to all my friends.
I have worked directly with Brian for years (at this point I can not even remember when we started) I had numerous relationships in the past, but this is the first time were I think I get good advice, and that he understands my goals, my situation, and I feel that he cares to provide me what I need. I now have been with this firm longer than any other, I would highly recommend them if you are looking for good honest advice that fits what your goals are.