Sign up to receive our Monthly Newsletters to learn more about how others are planning for retirement. Accredited Wealth Management is an independent Registered Investment Advisor (RIA). As a Louisville-based, fee-only wealth management firm, we offer more than just money management.
Our highly-experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed and proactively-delivered investment and planning solutions.Our culture of teamwork and stewardship helps us deliver the highest level of professionalism and personal service.
Our highly-experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed and proactively-delivered investment and planning solutions.Our culture of teamwork and stewardship helps us deliver the highest level of professionalism and personal service.
Services
The Charter Financial Analyst (CFA) is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. A CFA charter holder has a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills.
Planning for retirement can be both an exciting and stressful time. Having the right team of advisors can help you confidently navigate the path to-and through-retirement. We help you address key issues such as how to not outlive your money, establishing a retirement income stream and maintaining your standard of living.
Our integrated planning process is designed to help bring clarity and confidence to your financial life. Right from the start, our team invests time to get to know you. Frequent conversations help us understand what makes your situation unique. The goal is to build a trusted relationship with you and your family.
We start by fully understanding your financial needs and goals. We then work in partnership with you to create an investment strategy based on careful research and a disciplined process. Accredited Wealth Management takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk and achieving investment success.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (10)
Lance Gibson
Jan 25, 2022
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The team at AWM sets the standard for what great advising services should be like. I came to them after working with an unresponsive, opaque advisor, and they have done nothing but take good care of me since. Even though I'm younger and don't yet have as big of a portfolio size as some investors, they treat me just the same and make me a priority. I can always expect a quick response from someone on the team. They're never too busy to help. They're also just good people who are easy to talk to, no matter your level of experience with investments or finance. They always act with integrity, and it
Pat Owen
Jan 24, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I have been a client of AWM since 2008. I have been happy with their management of my accounts. They listen and are responsive. I have full confidence in their integrity and competence. I am more than pleased with my returns. I trust them and find them easy and pleasant to deal with.
I have been a client of AWM since 2008. I have been happy with their management of my accounts. They listen and are responsive. I have full confidence in their integrity and competence. I am more than pleased with my returns. I trust them and find them easy and pleasant to deal with.
William Rothballer
Mar 25, 2021
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I have been with AWM for about 6 months. During this time I have found Steve and those who work with him, to be very giving of their time. They are very down to earth, unlike advisors I’ve found in major corporations. They have coached me in making wise investment decisions which are in my best interest. They are true Fiduciary’s.
I can highly recommend anyone, no matter the size your portfolio, to take time to learn if AWM can help you in investing and planning your financial future.
Bill R.
I can highly recommend anyone, no matter the size your portfolio, to take time to learn if AWM can help you in investing and planning your financial future.
Bill R.
Rachel A.
Aug 11, 2020
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Shawn and Brad are excellent financial advisors. They are very trustworthy and honest and want to help you make the best financial decisions based on your goals and lifestyle. They are friendly, easy to talk with, and are willing to explain all aspects of wealth management that you may have questions about. We have used other financial advisors in the past and haven't felt that they were truly in it to give us the best options for us. These guys are. I highly recommend their services.
Susan Hill
Jan 01, 2019
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We love working with Accredited Wealth Management. We interviewed lots of folks and are so glad we chose AWM. They have done a phenomenal job for us! They individualized our portfolio to match our unique circumstances. As fiduciaries, they always work in the best interest of their clients. Highly recommend.
Sam Pease
Sep 23, 2018
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I had the pleasure of interning at Accredited Wealth Management this summer and loved working with Shawn and Steve. They were very friendly and helpful in making sure that I understood what was going on, and it was also a great introduction to the investment world. I enjoyed meeting everyone of their clients as well. This summer I got to witness how much Shawn and Steve truly care about every single one of their clients and how hard they work to ensure the best for their clients financial future. They are a powerful duo and would recommend them if you're looking for someone to overlook your portfolio
Jeremy King
Jan 01, 2018
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I am not a savvy investor by any means but Steve and Shawn at AWM have given me the personal attention that match my unique needs. I know they deal with high end/ and lower end (me) clients, but they still take the time to care for all clients equally. They have the experience and knowledge to assist with all kinds of investment plans and portfolios. They have always worked for my best interest and have never steered me in the wrong direction. I feel like I can call them or ask them any question or concern at anytime. Thank you AWM!
Lynda Wilcox
Nov 13, 2017
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Accredited Wealth Management has changed my life. Steve and Shawn actually listened to me about what I wanted to achieve for my financial future. They reviewed and studied my small financial portfolio and how much I was being charged by my previous wealth management company. I have saved big time and they are always there for me. Just take time to call and meet with them. I promise you won't be sorry. Top notch in all ways.
Dustin Madison
Jul 04, 2017
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I definitely will recommend using Accredited Wealth Management. I've been extremely pleased with their services. Steve and Shawn have catered to all of my needs and have always been available when I've needed anything. I always receive individual attention and they set up a plan based on my unique needs. They always have my best interest in mind and give me a comprehensive review. I have received great advice for matters outside of investment assets.
Thomas Morrell
Jun 14, 2017
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I have worked with Shawn and Steve for many years. I am not just a client with Accredited, they treat me and my family as friends and I think of them as the same. I know that AWM has my best interest in mind with any decision that they make regarding my investments. They are constantly striving to manage my long term financial wealth, not just their immediate profit or commission. Very highly recommended for anybody who wants to grow wealth and ensure long term success in all financial aspects of their life, not just investments.
