Wealth Management Services in Louisville, KY

You work hard—shouldn’t your money do the same? Whether you're running a business in Butchertown or planning your family’s future from your Highlands home, Straight Talk CPAs is here to make sure your finances are working for you.


We help people in every stage of their financial journey make better decisions, reduce tax burdens, and gain peace of mind. Like Mason, a local brewery owner, who thought his investments were "fine"—until we restructured his plan and helped him earn more while reducing risk. Now his portfolio is as strong as his IPA lineup.

Smart Money Moves for Louisville Locals

Not Just Spreadsheet Pros—We’re People People

Yes, we know our way around charts and numbers, but we also know your wealth strategy needs to reflect your life—not just your balance sheet.


Want to retire early? Pay for college without drowning in debt? Open a second business? We’ll help you build the plan. You bring your goals—we’ll bring the financial tools to back them up.

Tech-Enabled. Human-Delivered.

We use real-time dashboards, secure client portals, and cloud-based planning tools to keep your finances organized and accessible.


Want to check your retirement balance while waiting in line at Please & Thank You? Go for it. And when you need answers, you'll talk to a real human who’s ready to explain, adjust, and strategize with you—no jargon, no pressure.

Our team may be rooted in Louisville, but our planning strategies go far beyond the 502. Whether you’re investing in regional real estate, eyeing national growth, or expanding internationally, we guide you with:

  • Data-backed strategy
  • Tax-smart investment choices
  • Personalized roadmaps for growth



Think of us as your financial GPS—keeping you headed in the right direction, even when the road gets bumpy.

Local Insight, Global Perspective

You Don’t Need to Be Rich to Start Smart

Contrary to popular belief, wealth management isn’t just for the ultra-wealthy. In fact, many people who don’t plan early end up spending more later. We help you:

  • Avoid costly mistakes
  • Tap into tax-efficient strategies
  • Build a realistic plan for what comes next



It’s like hiring a personal trainer—but instead of lifting weights, we’re building financial muscle.

Case Study: From Scattered to Structured

Let’s talk about Kelsey, a Louisville-based marketing consultant who was making good money but had no real plan for what to do with it. She had a few investment accounts, some lingering student loans, and no clear picture of her financial future.



Here’s how we helped:

  • Defined Clear Goals: From buying a home to setting up retirement, we created short- and long-term targets
  • Consolidated Investments: We pulled together scattered accounts into a diversified portfolio with strong performance
  • Set Up Automatic Contributions: For savings, retirement, and a future vacation fund
  • Built a Tax Strategy: That reduced her overall liability and helped her reinvest savings into her business

Kelsey now tracks her financial progress, feels in control, and is planning her next move—a real estate investment property in Shelbyville.

“I never thought I’d feel confident talking about money. Now I do—and I actually enjoy it.”

Explore Our All Services in Louisville, KY

List of Services

Why Choose Straight Talk CPAs?

  • Local Knowledge, Global Strategy: We understand Louisville and beyond
  • Tailored Plans: Every client gets a custom approach—not a canned solution
  • Plain-Spoken Guidance: No confusion, no fine print
  • Integrated Tax Planning: We’re CPAs too—so we build strategy with the IRS in mind
  • Relationship-Driven: You’re not just a file—you’re a partner

FAQs

  • Do I need a large portfolio to work with you?

    Not at all. We work with people starting from scratch and with those managing significant assets. Everyone deserves good advice.

  • Can you help with both business and personal finances?

    Yes. Many of our clients are entrepreneurs, so we regularly bridge both sides of the equation.

  • What’s your investment strategy?

    It depends on your goals. We don’t push any products—we focus on diversified, tax-smart strategies that are built to grow with you.

  • Do you help with tax planning too?

    Absolutely. Tax efficiency is built into everything we do.

  • How often will we meet?

    Quarterly works for most, but we can meet more or less often depending on your preference.