Family Wealth Planning Partners

BHG CPAs & Advisors, PLLC delivers professional accounting and finance consulting from 331 Townepark Cir #101, Louisville, KY 40243. The firm provides reliable accounting and advisory services, helping individuals and businesses manage their financial needs with a client-focused approach in a welcoming local setting.

Dark Horse CPAs in Louisville offers accounting, finance, and consulting services with a focus on proactive tax planning. Clients praise clear communication, explanations of options, and year-round guidance that helps stay ahead of potential issues. The team is described as friendly, responsive, and professional, making taxes easier and less stressful.

Centerline Wealth Advisors in Louisville offers independent fiduciary financial guidance with a concierge-style approach. Built on decades of client trust, the team emphasizes education, retirement planning, and estate matters, delivering proactive, clear advice and responsive service. Clients describe it as first-class, welcoming, and consistently dependable.

Roberts CPA Group is based at 201 Townepark Cir B-1, Louisville, KY, and offers accounting, finance, and consulting services. Clients describe Kevin as knowledgeable and thorough, delivering stress-free tax seasons and long-standing guidance on taxes and retirement planning. Some reviews note communication challenges during busy periods, but overall the firm is seen as a trusted partner.

Highland Professional Group is an accounting and consulting firm in Louisville, KY, serving clients since 2011. Clients praise a seamless tax filing experience, timely responses, and clear answers to complex questions. The team handles IRS concerns, student-loan repayment, and small-business needs with honest, caring, affordable service that keeps taxes on track.

Rich Wealth Management, LLC offers fiduciary financial planning and investment guidance in Louisville. Clients praise Dwight Rich for integrity, deep knowledge, and thorough, understandable advice. The firm provides personalized portfolios, retirement planning, and hands-on support, including Social Security guidance, and has helped clients recognize and address problematic prior investments.