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You've had a successful career

Now it's time for the next chapter

You’re used to being the one to make the tough calls. But who do you turn to for advice?

 Our multifamily office provides experienced counsel on investing, taxes, and passing on your legacy when the time comes. 

We answer questions like:


  • What is the best way to invest in retirement?

  • How do I build a tax-efficient retirement plan?
  • Should I begin planning for estate taxes now?

  • Do I need to think about a Trust?

  • Can I use a Donor Advised Fund  to save on taxes?

The Plentiful Wealth Difference:

Advanced Tax Planning

Sophisticated Investment Management

Planned Giving Strategies

Legacy Planning

Interested in Working Together?

It all begins with a fifteen minute call.


Get Your Free Retirement Analysis.

Our analysis begins with a call and ends with a roadmap for lowering your taxes and building a better retirement.


Take Your Time.

Think things through and decide if you want a partner and advisor.


Begin Our Onboarding Experience

We make it stress free. It's an experience, not a process.




A Comprehensive Approach

Financial planning is often full of jargon and confusing language. Our job is to make things understandable and give you confidence in your retirement. 

As a part of our process, we cover:

  • Retirement Income & Social Security Strategies

  • Insurance & Estate Planning

  • Taxes in Retirement

  • Charitable Giving & Wealth Transfer

Our process entails:

  • Accounting for all of your assets and liabilities (investments, real estate, art & antiques)

  • Understanding your concerns and goals for the future (Retirement, Education, Charitable, Legacy)

  • Building a comprehensive set of financial projections (Balance Sheet, Tax, and Cash Flow)

  • Identifying opportunities for various trust and tax strategies  

  • Creating a custom, tax efficient investment portfolio that minimizes risk while maximizing tax-adjusted return

Bourbon barrels at a distillery along th
Historic buildings in Lexington, Kentuck


We take a research-based approach to our investing by balancing lowered risk, better returns, and income you can count on.

We use a mixture of traditional investments like stocks and bonds, along with alternate investments, to provide a diversified, low-cost, and tax-efficient portfolio.


We use innovative approaches like Direct Indexing, along with proper asset location, to minimize your taxes.

We Believe

Clock and Gear


Are Efficient

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Market Timing is Impossible

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Diversification Works


  • Controlling costs is critical.  We use index funds as a means of controlling expenses, which keeps more money in your pocket.

  • We keep turnover to a minimum. We're not going to place trades unless it's in your best interest.

  • Discipline matters.  We don't make investment decisions based on emotion.

  • Diversification is key.  Broad equity and fixed income diversification is the key to managing risk.

  • We aren't stock pickers, nor do we try to beat the market. Evidence shows this to be a fools errand.  Investing, when done well, is boring.

Who We Help

Who We Help

We Do Our Best Work With

Successful Retirees and Pre-Retirees in or near retirement

Diligent savers with retirement investments of $500,000 or more

Who want a partner for the transition into retirement and beyond

Meet the Team




1627 Greenup Ave Ste 217

Ashland, KY 41102

125 S 6th St, Ste 301

Louisville, KY 40202

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