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7600 W. Hwy. 146, Suite 400, Pewee Valley, KY 40056

502-243-9433
info@longroadwm.com

Navigating the Long Road Through Retirement

Holistic financial strategies tailored to you 

Longroad Wealth Managers

Our mission is to provide sound financial advice tailored to our clients’ needs with integrity, service, and relationship. 

Integrity | Reliability | Security

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

Services

Wealth Management

Retirement Planning

Insurance Services

Tax Planning Strategies

More Than 100 Years Combined Experience

Focus on Individual Needs


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