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ARGI Celebrates 20 Years in Financial Planning Industry: Attributes Success to Doing the Right Thing


ARGI celebrates 20 years of planning financial futures.

Louisville, KY, January 23, 2015 --(PR.com)-- ARGI has averaged more than 30% growth in each of the past five years. Co-owner and Managing Partner, Joe Reeves attributes this growth to what he believes is doing the most good for the most people and he plans to continue this focus on personal service and innovation into the next 20 years.

Partners, Joe Reeves and Ron Butt recognized no one was taking a holistic, comprehensive approach to finances, providing objective advice that was individually goal-driven. With this mission in mind, they started ARGI. Over the past two decades, ARGI has grown to five offices in four states with more than $1 Billion in managed assets. ARGI has added divisions to include tax planning, business planning, a retirement plan division, a separate investment management department and decided to become a Registered Investment Adviser to best serve the needs of their clients. They’ve grown from a start-up to nearly 80 employees. ARGI has been ranked on the Inc. 5000 list of fastest growing private companies for the past six years.*

“This rapid growth could not have been attained if we hadn’t managed the 2008 financial meltdown as we did,” Reeves said. “We walked our clients through the crisis to help minimize further loss. While other financial companies were going under, we were adding employees to serve an emerging market created by the number of companies restructuring.”

These corporate offerings have become a niche for ARGI, providing education and financial advice to more people than ever before. With education, commitment and personal service as three of ARGI’s core values, Reeves believes the success ARGI has experienced can be attributed to “doing the most good for the most people. With our commitment to the success of our clients and the community as a whole, the way we see it, when they win, we all win. And that’s really the philosophy we operate by every day.”

In 2010, ARGI Investment Services became an independent Registered Investment Adviser (RIA), allowing them to focus on the client’s best interests, not trends and commissions.

Additionally, ARGI created a partnership track for the firm’s advisors, to help protect ARGI’s value, allow ownership opportunity, and create a service culture better than what could be delivered on their own. ARGI recently added an Employee Stock Ownership Program (ESOP) for all employees, to encourage each individual’s involvement and investment in the company - and therefore the responsibility for the potential to experience a higher reward for its success.

ARGI employees are encouraged to be active leaders and volunteers in the communities they serve. Each is given 2 days of paid time off each year for community service projects. Reeves is most proud of ARGI’s ranking among the Best Places to Work in Kentucky* for four years in a row.

ARGI’s vision is to be a regional leader in financial planning and wealth management. This involves acquiring or merging additional offices in other states, further enhancing ARGI’s investment department, expanding the retirement plan division, and growing the advisor base within the firm.

2015 will be filled with continued financial education for corporate employees across the country, focused, comprehensive financial planning, and growth in the tax and business owner planning divisions, as well as continued innovation in the financial services industry. ARGI could not celebrate such a milestone without their clients’ trust and loyalty for the past two decades, and looks forward to these continued relationships for many more years to come.

ARGI Financial Group (pronounced AHR-GHEE) was founded in 1995 in Louisville, KY and has additional locations in Bowling Green, KY, Cincinnati, OH, Indianapolis, IN, and Grand Rapids, MI with over 70 employees. ARGI Investment Services is an independent, fee-based financial planning company with over $1 billion assets under management. ARGI provides customized Personal and Business Financial Planning & Wealth Management. Advisory services offered through ARGI Investment Services, LLC, a Registered Investment Advisor. Business and tax services provided by ARGI Business Services. ARGI Investment Services and ARGI Business Services are affiliates of ARGI Financial Group.

* Ranked among Best Places to Work in Kentucky 2015, Ranked # 5, Best Places to Work in Kentucky 2014 (Best Companies Group, based on 2013 & 2014 employer & employee surveys, paid application fee to participate)
One of Inc 5000’s Fastest Growing Private Companies in America, 6 consecutive years (2009 - 2014, based on 3 year revenue growth, paid application fee to participate)
*None of the above are indicative of investment performance

For more information on ARGI, visit www.argi.net.

CONTACT: Erin Haynes Reed, Director of Marketing & Business Development P: 502.753.0609 E: ErinReed@argi.net
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Contact Information
ARGI Financial Group
Erin Haynes Reed
502-753-0609
Contact
www.argi.net

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