Bowling Green, KY, February 26, 2015 --(PR.com
)-- ARGI planted its roots in Bowling Green 20 years ago. Since that time they’ve served the wealth management needs of their clients from an office on Campus Plaza Court that was under 1200 square feet. Recently, an expanding client base and additional staff made it necessary for ARGI’s Bowling Green office to find a larger space. In a city named one of Forbes’ 25 Best Places to Retire in 2014,* ARGI recognized the need to upgrade their facilities to better serve the needs of their clients.
The business concept that later became ARGI was founded by partners Joe Reeves and Ron Butt with the intention of providing a holistic, comprehensive approach to finances, providing objective advice that was individually goal-driven. 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, and a separate investment management department to best serve the needs of their clients. They’ve grown from a small start-up to nearly 80 employees, and have been on the Inc. 5000 list of fastest growing private companies for the past six years.*
The new space is located at 1048 Ashley Street, Suite 301, in Hartland, which company leaders felt to be a more central, easily accessible location.
Managing Partner and WKU Alumnus Joe Reeves, CFP®, says of the decision, “It was time. We had outgrown our old space and needed something larger and easily accessible. If you want to continue to exceed expectations, you have to be looking for opportunities to grow and change.”
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.
ARGI’s Bowling Green team has nearly doubled in the past year, bringing on new clients, offering enhanced service, and providing educational opportunities. ARGI’s company culture has been recognized for the 4th year in a row, ranking among the Best Places to Work in Kentucky*.
2015 is set to be an exciting year for ARGI’s Bowling Green office, with numerous community efforts, including educational seminars, Retirement Quest workshops, Market Outlooks, and more. For more information on upcoming events, please visit www.argi.net/events.
ARGI Financial Group (pronounced AHR-GHEE) was founded in 1995 in Louisville and quickly expanded to Bowling Green, adding additional locations in Cincinnati, OH, Indianapolis, IN, and Grand Rapids, MI. ARGI now has over 80 employees. ARGI Investment Services is an independent, fee-based financial planning company with over $1billion 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 # 5, Best Places to Work in Kentucky 2014 (Best Companies Group, based on 2013 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)
- Forbes Magazine http://www.forbes.com/pictures/mjf45hfje/bowling-green-ky/
- 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