How we work

About Us

At Triple Crown Advisors, we’ve got deep roots in Louisville and Lexington. We value family, friends and community. For us, financial planning means helping our neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work we do as advisors and the volunteer work we do with local groups like the Junior League of Lexington and Families for Effective Autism Treatment (FEAT) of Louisville. We’re proud of where we’re from and try to make it better everyday.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Family Finances

Community participation

National Day of Service working with Ronald McDonald House

Triple Crown Advisors volunteers with the following:

National Day of Service-Ronald McDonald House in Louisville and Lexington, KY

Salvation Army Bell Ringing in Louisville and Lexington, KY

Junior League of Lexington, KY

FEAT (Families for Effective Autism Treatment) in Louisville, KY

Explorium of Lexington, KY

God's Pantry in Lexington, KY

Dare to Care in Louisville, KY

Our videos

2 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals