Your Personalized Financial Planning & Account Management Portal

Bluegrass Capital Advisors invests in innovative technology that provides our clients with secure anytime, anywhere online access to a fully personalized financial management portal. A single sign on gives clients access to a dashboard to:

See statements

Download tax documents

Find projections

View portfolio holdings

Store personal documents

Our tech platform partner is Orion, which is a leader in providing transformative, user-friendly wealth management technology solutions to firms like ours and clients like you.

The Bluegrass Capital Advisors team continually evaluates our strategic partnerships, like Orion, to ensure we’re offering clients industry-leading solutions that can help them reach their desired financial futures.

Let's Talk

To discuss how we can help build your financial roadmap