Investment Advisory Services in Louisville, KY

Smart Money Moves for Louisville Dreamers

Investing can be confusing. Between market noise, tax jargon, and secondhand advice from your cousin’s barista, it’s hard to know what’s real. That’s where we come in.


Straight Talk CPAs helps everyday Louisvillians make smarter financial decisions—without the Wall Street fluff. Whether you’re saving for retirement, looking to buy a home in Crescent Hill, or finally ready to put your money to work, we’re here to help.

You wouldn’t rebuild your roof after watching a video tutorial—why try to manage your entire portfolio without a guide?


We’ve spent years studying the markets, navigating tax codes, and fine-tuning strategies. We help you:

  • Avoid common investing mistakes
  • Create a plan tailored to your needs
  • Maximize returns while minimizing tax headaches
  • Actually understand what’s happening with your money

We’ll keep you grounded, focused, and moving forward.

Why You Shouldn’t DIY Your Financial Future

We’re credentialed, sure. But we’re also approachable, human, and plainspoken. No sales pressure. No overly polished pitch decks. Just real talk about real strategies that actually align with your goals.



You’ll never have to fake your way through a meeting again. We break things down in everyday language—because that’s how real decisions get made.

No Suits, No Scripts—Just Strategy

Local Understanding, Global Perspective

We know Louisville’s economy—from bourbon country to tech startups to real estate trends—and how it fits into the national and global picture. Whether you’re looking to diversify your investments or double down on opportunities close to home, we’ve got you covered.

A Louisville Story: From Stuck to Strategic

Meet Daniel, a local photographer who came to us feeling stuck. He was saving, sort of. Investing, sort of. But with no plan, no structure, and no idea if he was actually getting ahead.

We sat down, got to know his lifestyle, his goals (including retiring early and opening a small gallery), and his risk tolerance. Here’s what we did:

  • Built a simple but diversified portfolio tied to real goals
  • Set up automated savings toward both short- and long-term priorities
  • Created a quarterly review plan to track progress
  • Coordinated with his accountant to reduce his tax bill through SEP IRA contributions

Six months later? Daniel told us he finally felt like he had a financial roadmap. He wasn’t just guessing—he was growing.



“I didn’t even realize how much I needed this until I saw everything laid out. I’m still doing what I love, just with way more confidence.”

Explore Our All Services in Louisville, KY

List of Services

Why Straight Talk CPAs?

We’re not just advisors—we’re your financial accountability partners. Here’s what sets us apart:

  • We speak your language. No financial lingo or corporate speak.
  • Our strategies are as custom as your Derby hat. No one-size-fits-all portfolios.
  • We’re CPAs too. Every plan is designed with taxes in mind.
  • We’re genuinely invested in your success. We cheer when you win.
  • We blend real advice with real tech. You get the data and the personal support.

FAQs

  • Do I need a lot of money to work with you?

    Not at all. We work with first-time investors and seasoned savers alike. If you have goals, we’ll help you reach them.

  • What’s your approach to investing?

    Long-term, diversified, and tailored to your risk tolerance. No fads. No pressure. Just strategies that make sense for you.

  • Can you help with both personal and business investments?

    Yes. Many of our clients are business owners or self-employed, so we often coordinate personal and business financial planning together.

  • Do you provide tax advice too?

    We do. As CPAs, tax planning is part of the deal. Your investment strategy will always be tax-smart.

  • How often do we meet?

    Most clients meet with us quarterly, but we’re flexible based on your needs.

  • How do you charge for investment advisory services?

    We offer fee-based pricing with full transparency. No commissions, no sales gimmicks—just a clear understanding of what you’re paying for and why.