Moneywatch Advisors is an independent, fee-only, investment advisor registered with the Securities and Exchange Commission, the Florida Department of Securities, the Kentucky Division of Securities and the Maine Department of Securities.
We have been providing fee only investment management and financial planning services since 1980. Clients are provided with continuous advice on investments, consistent with their individual needs and financial objectives.
Moneywatch approaches managing clients’ investment assets by initially determining the client’s needs in terms of income (cash flow), preservation of capital and capital appreciation. We then develop and implement an appropriate investment strategy. Our mission is to provide continuous advice and investment allocation to help the client achieve their financial goals.
We are dedicated to providing investment management and strategic wealth planning to families, individuals, businesses, non-profit organizations, trustees and sponsors of 401 (k), 403 (b), and other qualified retirement plans. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Moneywatch Advisors does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
University of Kentucky. With an intimate knowledge of the UK retirement plan structure we work with many UK faculty, staff and retirees.