Centerline Wealth Advisors

Fiduciary Financial Planning in Louisville, KY

Testimonials

We've been honored to have our clients share their experiences with others. The testimonials below are all from current clients, and they were not compensated for sharing their feedback.

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.

— Steve Z. —

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!

— Michelle B. —

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.

— Nan G. —

* These testimonials are from current Centerline Wealth Advisors clients. The clients were not provided with any compensation with respect to said testimonials. The testimonials provided are for informational purposes only and are not representative of all client experiences, which may differ substantially.

Objective Advice

We provide advice that is 100% objective, transparent and free from outside influence. As fiduciaries for our clients, we are legally bound to place their interests above everything else we do.

Independent Custody
Of Client Assets

We have selected Charles Schwab to hold all client assets on our behalf. This selection was made on a completely objective basis—we have no affiliation with or commitment to Charles Schwab. As of now, we believe it is the best firm for the job; should that change, we will find a different
custodian to serve our clients.

Greatly Expanded
Products And Services

We maintain a strategic partnership with Dynasty Financial Partners, a firm that gives us unfettered access to some of the industry’s leading products and services. Instead of being captive to one company, our clients benefit as we seek the absolute best solutions for their comprehensive planning needs including opportunities in the world’s top capital markets, advantageous lending solutions, investment banking relationships, asset management strategies, liability risk mitigation, estate planning, and much more.

As independent advisors and fiduciaries, we are uniquely equipped to realize plan goals because our advice is based on the strategies and investment choices that are optimal for each client. As a result, we can operate on a simple fee structure that reflects a percent of total assets managed. At Centerline, we believe that it’s only when our clients succeed that we do.

Important Notice

You are now leaving the Centerline Wealth Advisors website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Centerline Wealth Advisors or any advisor(s) whose name(s) appears on this Website. Centerline Wealth Advisors is independently owned and operated. Schwab neither endorses nor recommends Centerline Wealth Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Centerline Wealth Advisors under which Schwab provides Centerline Wealth Advisors with services related to your account. Schwab does not review Centerline Wealth Advisors' website, and makes no representation regarding the content of the website. The information contained in Centerline Wealth Advisors’ website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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