Our advisors have financial credentials. But we also have family credentials. We are husbands, wives, parents. We even have an advisor on staff who liked our philosophy, service and results so much that he joined the team. And we’re local.
At Moneywatch, our sole focus is you. We’re independent, so we don’t push a particular investment strategy. We’re fee-only, so we don’t get rewarded by the transaction – only by having common interests aligned will we be successful.
We’re your team of advisors – ready to help you plan, invest and manage your finances and your future. As your CFO, Moneywatch will provide you with continuous advice on investments -- consistent with YOUR specific needs and financial objectives.
We listen to you, so we’ll understand what success looks like for you and how we can help you achieve it. And we appreciate you. We understand your situation -- whether you’re a longtime University of Kentucky faculty or staff, a young professional just starting to invest, or a widow who wants not just peace of mind but also a vibrant and rewarding next phase of her life.
Your future is waiting.