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ARGI, a personal and business financial advisory firm, partners with Advocacy Trust to provide new trust offering. - August 06, 2020
Financial firms join forces in the Atlanta market. - September 25, 2019
ARGI and Stiles, Carter & Associates, CPAs, P.S.C., are pleased to announce a merger agreement, offering expanded financial services for the Central Kentucky region.
ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown native,... - January 26, 2019
ARGI recognized as one of Louisville Business First's 2018 Fast 50. - August 09, 2018
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Director of Business Development, Erin Haynes Reed, will be a part the Leadership Louisville Center’s Leadership Louisville Class of 2019. Reed will be one of 60 local professionals selected to participate... - July 27, 2018
Ron Beaton's Money Matters Joins ARGI, Further Expansion Throughout the State for the Firm - June 21, 2018
ARGI, a Louisville-based personal and business financial advisory firm, has been recognized as one of two finalists for the ESOP Company of the Year award by the Ohio/Kentucky Chapter of the ESOP Association. Senior Financial Advisor, Joe Tichenor, CFP®, was recognized as one of three finalists for... - March 29, 2018
ARGI Named One of the Best Places to Work in Kentucky for 7th Consecutive Year - January 25, 2018
ARGI, a Louisville-based personal and business financial advisory firm, celebrates a successful year in building the company’s philanthropic arm, ARGI Gives, which is dedicated to improving the lives of others in the communities they serve.
Created in the last quarter of 2015, ARGI Gives provides... - January 20, 2018
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that PJ Gibbs, CFP® has joined the Bowling Green office.
Gibbs, a native of neighboring Logan County, joins the ARGI Bowling Green team after working for several years in the company’s headquarters... - January 11, 2018
Western Kentucky University recognizes two ARGI employees as notable Alumini.
Western Kentucky University (WKU) recognized two current ARGI employees at the annual Gordon Ford College of Business Alumni Awards dinner on Friday April 28. Joe Reeves, CFP®, and Jeanne J. Fisher, CFP®, CFPA, MBA... - May 05, 2017
ARGI congratulates Jason Simpson in becoming the third CFP© in their Bowling Green office, joining Jeanne J. Fisher, CFP©, CPFA, MBA and CFP© Board Ambassador, and Dena R. Nelsen, CFP©. ARGI currently employs 24 Certified Financial Planner™ professionals in six regional locations. - April 15, 2017
ARGI Financial Group, a Louisville based personal and business financial services firm, was recently named one of the 2017 Best Places to Work in Kentucky (BPTWKY) in the small-sized employer category*. This will be the sixth consecutive time ARGI has been recognized for this award. - January 27, 2017
ARGI is ranked #1 in the Financial Services industry in the state of Kentucky. - August 19, 2016
ARGI Financial Group, a Louisville, Kentucky based wealth management firm has established ARGI Gives, a charitable program dedicated to improving the lives of others in the communities they serve. Beginning in 2016, ARGI Gives will provide grants and volunteer support to nonprofit organizations in the... - December 24, 2015
ARGI is proud to announce Chris Green, CPA, and Mark Brown, CPA, members of Emerald Advisors Group, LLC have joined ARGI’s Business Services Division. - September 18, 2015
ARGI Financial Group’s new location at 2110 High Wickham Place is only one mile from its previous location on Stanley Gault Pkwy, but is miles ahead in its ability to service clients’ needs. A growing demand for services by existing clients and the community has guided ARGI’s expansion... - July 09, 2015
Recently, an expanding client base and additional staff made it necessary for ARGI’s Bowling Green office to find a larger space. - February 26, 2015
ARGI celebrates 20 years of planning financial futures. - January 23, 2015
There are only 50 CFP Ambassadors this year - and only one from Kentucky. - December 18, 2014
ARGI Financial Group expands to Grand Rapids, MI. ARGI is a fast-growth Louisville, KY based wealth management firm. - July 03, 2014
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, announced that it has acquired KD Fiduciary Asset Management (“KD Fiduciary”), a Louisville independent investment firm. The purchase will better serve the needs of each company’s clients by providing a broader... - August 16, 2013
Jenny Butt of ARGI Financial Group is the first the earn the certification in Kentucky, which allows her to counsel clients on the potential ways to claim Social Security benefits. - July 04, 2013
ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, has chosen the Louisville-based charity, Family Scholar House, to partner with starting in 2013. The partnership will include both a monetary commitment, making ARGI their largest annual fund corporate sponsor, and a time commitment,... - February 02, 2013
Louisville, KY based ARGI Financial Group celebrates the opening of their newest office in Indianapolis - October 19, 2012
ARGI Financial Group, a Louisville-based financial planning firm, has taken a leadership role in the community by forming the ARGI Initiative, a campaign advocating fiscal responsibility & education. The current state of the economy, the rising national debt, unemployment rates, & the uncertainty... - July 05, 2012
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