Comprehensive Financial Planning & Wealth Management Solutions

Bluegrass Capital Advisors has the expertise, experience, and strategic relationships to support all areas of your financial life.

Our process for serving you starts with listening. Our team takes the time to understand our clients' needs and collaborates to build their personalized financial plans. Identifying optimal financial solutions to help clients achieve their desired financial futures is the last piece of the puzzle, never the first.

Financial Planning & Wealth Management Services

For Individuals & Families

Fee-based financial planning

Individual retirement accounts

Estate planning

Philanthropic optimization

10b5-1 plans

Investment management solutions

Tax planning

Special needs planning

Sustainable investing

401(k) plans

Insurance auditing (life, disability, long-term care)

Education planning

Navigating unexpected life changes (loss of a spouse, divorce, inheritance)

Wealth education

Cash flow optimization

Retirement planning and distribution strategy

Values-based investing strategies

Stock options strategies

Let's Talk

If you’d like to discuss our holistic financial planning and wealth management service offering