Testimonials

Centerline has provided no-stress financial planning for our family. We are so thankful for the guidance and friendships of everyone at the firm. Thanks to Centerline, our future is bright as we enter retirement.

Our family has known Andy Arnold personally for over a decade. When it came time to seek the help of a financial advisor, we knew exactly who to contact. We can’t thank Andy and the entire Centerline Wealth team enough for the guidance and support they have provided these last few years.

Centerline helped us create a financial plan that fits our goals while giving us financial peace and confidence about our future. They identified gaps that I didn’t even know existed! We have always felt listened to, never pressured, and every recommendation was explained in a way we could understand. Their honesty, expertise, and genuine care make all the difference. They treat us like family. We can confidently recommend the Centerline Wealth team to anyone looking for a financial advisor they can trust.

Planning for the current and future has been the goal of our now third generation. Our family has worked with the Centerline team in all aspects of financial planning, investments and general advise over the last couple decades.

Centerline provides a wide range of services, education and support to meet our financial and planning needs. Our parents began working with Andy and his team to create an investment strategy. We have now created our comprehensive financial plan and our daughter is now setting up her initial investments as she gets established in her career.

Much appreciation to the Centerline financial team.

Andy and his team have been our financial advisors and so much more since 2006.
We had just moved to Louisville with big dreams, a young family and a lot of school debt. Andy was a rock for us and never flinched. He guided us as we paid back loans, purchased homes, saved for our daughters’ educations and planned for our future. For almost 20 years, Andy has been our guide every step of the way. He has the upmost integrity and professionalism.

He knows us and our values and goals. He has become a trusted friend. Without hesitation, we give Andy and his team our highest recommendation.

Several years ago my daughter recommended Centerline Wealth Advisors. Once I transferred my money to them, I have felt totally protected. In dealing with several of the advisors, I find each one to be extremely knowledgeable and very professional. They meet my personal needs quickly and without question. I would never consider reaching out to anyone else and highly recommend this group to everyone looking for financial guidance.

I’ve relied on Andy for more than 25 years for investment management and financial planning. He is an exceptional financial planner and a trusted advisor who truly cares about helping our family achieve the best possible short- and long- term financial outcomes. His deep expertise and thoughtful approach have guided our family through our most critical financial decisions and led the development of a clear, comprehensive multi-generational financial plan.

Andy is someone you can count on to always have your best interests at heart. He’s strategic, insightful, and never loses sight of the bigger picture. Beyond Andy himself, his team is smart, responsive, and supportive—an extension of the care and professionalism he brings to our relationship. Knowing Andy is looking out for us gives my family and me real peace of mind. Simply put, we sleep a little better at night because we know Andy and his team will always be there for us.

I have been a client of Centerline Wealth for several years and am thankful to have found such a wonderful group. Andy and his team are knowledgeable and have given me peace of mind regarding my retirement plan. From day one everyone at Centerline has been welcoming. Inquiries are responded to quickly and team members are always generous with their time. With as well-versed as Andy and the rest of the team members are on financial matters not only are my questions answered but I always learn something new. I am very happy to be working with Centerline Wealth.

We met Andy while associated with another group that we found OK. When we learned that Andy had formed his own team we happily made a move to Centerline Wealth Advisers. What we have found there is a full service team who covers any and all concerns that we might have. They have brought to our attention some subjects that we had not thought of yet and offered excellent advice there as well. Thoughtful, thorough, efficient and timely! This team has it all and we feel we are blessed to call them not only “our team” but friends.

My husband and I have been with Andy over 28 years now and highly recommend he and his team for all your financial needs.

His guidance and direction are impeccable. This is a First Class Company!

Working with Centerline Wealth has been an exceptional experience from start to finish. Their team provides a level of concierge-style service that is truly unmatched—proactive, personal, and consistently attentive to our needs. We feel genuinely cared for, not just as clients but as long-term partners. Beyond the outstanding service, Centerline Wealth has managed our financial portfolio with remarkable skill and professionalism. Their thoughtful approach, clear communication, and strong performance have given us complete confidence in our financial future. We are grateful for their expertise and couldn’t imagine entrusting our investments to anyone else.

My financial journey began with Andy in 1996. At that time, I was recently divorced, lost my mother and completely uneducated on the financial front. My previous husband had taken care of all our financial needs. I didn’t even know how to gather information to file taxes. Yes, I was one of those “shoebox” filers with the tax advisor.

I was fortunate enough to make an appointment with the first financial firm young Andy represented at that time. That’s when the “educational process” started. He was patient, kind and very understanding. Through three decades Andy has asked some tough, thought provoking, and futuristic questions. He helped guide and oversee not only my (now our) personal wealth, but also estate planning, wills and final retirement. I feel we have come a long way together!

Forming Centerline as an independent financial firm was Andy’s best decision. His professional convictions to both himself and the Centerline clients holds true and steadfast. The entire fiduciary team is the best possible. They are both proactive and reactive to our needs. I am very proud and honored to be a Centerline Client!

Since 1996 we have been clients of Andy and his team through 3 different financial firms. The last and best is Centerline. We have trusted them to deliver honest and straightforward advice that provided a guide to help us attain our life-goals. They have always acted in a fiduciary manner throughout our relationship. The entire team is 100% aligned with this ethic which is evident through their guidance and methods of operation. Bottom line – they handle our concerns as if it were their own.

We have taken advantage of their expertise in investing but also as wealth advisors we have used their expertise in formulating a total lifetime financial plan. They have provided recommendations concerning our financial needs and wants. But they also provided insurance advice, outside legal advice, recommendations concerning estate planning, Social Security and Medicare advice – all to successfully achieve our overall financial goals.

Trusting their advice has resulted in a retirement that proves to be more than we expected. It has, and will, allow us to live without financial concerns. We will be able to support our family and charitable organizations in very impactful ways both now and as a legacy.

We are extremely grateful to Centerline for helping us formulate and ultimately achieve our goals.

We never realized how important and helpful a personal financial investment advisor could be. Centerline has not only projected and provided us stable finances for retirement, but also assisted with estate planning, wills and insurance needs. We thought we were too young to have a financial “guy,” but transitioning and trusting them with our investments has been a wonderful, life altering decision. It’s hard to find their level of honesty and integrity. Thank you Centerline Wealth!

Centerline Wealth Advisors has been instrumental in helping me plan and stay on track with my retirement and financial goals. Having worked with Andy for nearly two decades, I can confidently say there is no one I trust more with my finances. Andy and the entire team at Centerline are agile, attentive, and highly informed, taking a hands-on approach to managing my financial planning. If I could, I would give them 10 stars! I highly recommend Centerline for all your financial planning and management needs.