80/20 Wealth Management

Services Offered

• Financial Planning
• Investment Advisory
• Retirement Planning
• Personalized Financial Strategies

About

80/20 Wealth Management is a Registered Investment Advisor firm located in Crestwood, Kentucky. The firm provides independent, fee-only financial planning and investment advisory services, ensuring that their fiduciary responsibility is to act solely in the client’s best interest. They specialize in creating personalized financial plans tailored to individual goals and needs, without requiring a minimum income or investable assets. 80/20 Wealth Management serves a diverse clientele, focusing on making expert financial advice accessible to everyone.

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