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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Louisville, Kentucky. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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| Qualified Financial Advisors in Louisville, Kentucky | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Eric Douglas AIF®, CFP®, CLTC® Family Wealth Planning Partners |
9200 Shelbyville Road Ste 103, Louisville, KY 40222 |
502-200-5210 |
Qualifications
CRD# 5561316
FirmCRD# 125112
Series 6, 7, 26, 63, 65, 66
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee
Office Location
9200 Shelbyville Road Ste 103,
Louisville,
KY 40222
Phone Number
502-200-5210
Eric Douglas is a Louisville native through and through. Born and raised here, he also attended Bellarmine University where he received both his Bachelor's Degree in Communications and English and a Master's Degree in Business Administration. He's worked previously with advisors throughout the country as an educator and valued consultant. He has used his extensive knowledge of fee-based products and solutions to travel the country speaking with firms about how to best implement these types of solutions into their clients' portfolios. A long-held desire to switch sides of the table and work directly with clients himself to implement some of these ideas has led Eric to Family Wealth Planning Partners. Eric enjoys spending time with his wife Sarah raising their 3 children together. Active members of St. Michael Church, he's a regular coach of numerous youth sports his children participate in, and volunteers his time regularly. Other hobbies include training for the PGA Senior Tour, putting up way too many Christmas lights in December, and learning the ins and outs of becoming a Cheer Dad.
Planning for your future has never been more meaningful. We're an innovative firm helping families create tailored financial plans. Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth's potential. Educated families make better decisions which can lead to greater results.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
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