ARGI Moves to New Location to Advance Services and Amenities for Clients and Community

Louisville, KY, July 09, 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 of services over the years. It’s a model ARGI expects to continue to follow, guided by the principle of personal service. ARGI strives to be customer-focused in everything they do, and their service offerings and growth are indicative of their commitment to evolving with their clients’ financial needs.

A natural byproduct of their growth has been their contribution to the local economic development. Committed to providing the same level of service their clients have come to expect, they continue to hire more team members to provide this level of service. In addition, as they expand service offerings, new specialists are brought on board to join the team. In the past five years, ARGI has increased their workforce by over 300%, growing from roughly 30 employees to nearly 100, and now manages over $1 billion in assets under management. They credit all of this to the trust their clients have placed in them.

A new Louisville headquarters was necessary to accommodate the growth ARGI has experienced. The new building is close to twice the square footage of their previous facility, and a deliberate focus was put on natural light and open, collaborative work stations. Several more conference rooms were added for client convenience and comfort, and a large community space – the Celebration Room – was developed specifically to be able to offer the space to clients for private events, educational seminars, and will also be used for some community events open to the public.

Working with numerous corporate executives, physicians and small business owners, ARGI utilizes their team approach to define goals, formulate a strategic plan, and provide ongoing support to help clients and their families reach those goals. ARGI’s team approach to comprehensive financial planning draws upon the experience of various in-house Specialists, including retirement readiness and planning, business succession, estate considerations, tax efficiency, investments, corporate executive benefits, risk management, and education planning. This work has led to expanding the tax and business services divisions with the addition of accounts payable and CFO services for existing clients, and adding multiple layers of client service personnel to each of ARGI’s four divisions. ARGI has also identified a need in the corporate community for benefit specific education and has increased its reach into the community by providing education to many Fortune 500 companies and their employees, helping to ensure they understand and can potentially maximize their companies’ offerings.

Please join ARGI for their Open House Thursday, July 16, 2015 | 3PM – 8PM
2110 High Wickham Place Louisville, KY 40245
4PM Ribbon Cutting

For details, please visit
ARGI Financial Group
Erin Haynes Reed