Providing
Comfort
by design
Finding a Financial Advisor is Easy.
Finding one that instills comfort is a rare discovery.
Why People Choose Reliant
Reliant’s differentiating value is our focus on building “comfort” for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors:
Relationship
We want a long-term relationship with clients, not to just simply complete a transaction for a customer and move on to the next “opportunity.”
Expertise
We are fanatical about continuously building our level of technical expertise in both financial planning and portfolio management. We have many of the most respected designations in our fields, such as CFP®, RICP®, CFA® and CRPC®. Although we would be the first to admit that designations do not prove competence, they are a strong indicator of someone seeking it.
Trust
Trust is earned by consistently doing what we have committed to doing and diligently trying to properly set expectations.
Awards & Recognitions
- Forbes: Top Wealth Advisors in Kentucky – 2023
- Forbes: Top Wealth Advisors in Kentucky – 2022
- Forbes: Top Wealth Advisors in Kentucky - 2021
- Forbes: Top Wealth Advisors in Kentucky - 2020
- Forbes: Top Wealth Advisors in Kentucky - 2019
- Forbes: Laura Clark Top Women Wealth Advisors in Kentucky - 2024
- Forbes: Laura Clark Top Women Wealth Advisors in Kentucky - 2023
- Forbes: Laura Clark Top Women Wealth Advisors in Kentucky - 2022
- Forbes: Laura Clark Top Women Wealth Advisors in Kentucky - 2021
- Forbes: Laura Clark Top Women Wealth Advisors in Kentucky - 2020
- Business First-Louisville: Largest Financial Advisory Firms – 2019
- Business First-Louisville: Largest Financial Advisory Firms – 2018
- Business First-Louisville: Largest Financial Advisory Firms – 2017
- Business First-Louisville: Honoree, Corporate Philanthropic Award, Small Company – 2020
- Business First-Louisville: Honoree, Corporate Philanthropic Award, Small Company – 2019
- Business First-Louisville: Shaun Chelf 40 under 40 – 2011
Click here for more information on the Awards & Recognitions.
Do you see value in being treated as an individual, and having a personal relationship with your advisor?
Our Caring Professionals
Wealth planning is important to you, but you may not have the time, patience, knowledge or desire to travel that road alone. At Reliant Wealth, you will have a highly credentialed and accomplished team working diligently on your behalf.
How We Can Help
We focus on the important transition from accumulating wealth to its efficient preservation, distribution and ultimate transfer to their heirs and philanthropic interests.
Retirement Planning
General Cash Flow Management
Legacy/Estate Planning
Risk Management
Retirement Cash Flow Strategies
Investment Management
Gifting & Charitable Strategies
We are fiduciaries, putting the client’s best interest first.
