Louisville, KY, June 21, 2018 --(PR.com
)-- ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Ron Beaton, CFP®, of Ron Beaton’s Money Matters, has joined the company, extending its reach to Paducah and the Western Kentucky market.
In addition to the headquarters in Louisville, other locations include Bowling Green, KY; Elizabethtown, KY; Cincinnati, OH; Indianapolis, IN; Grand Rapids, MI; Norwalk, CT; and most recently Lexington, KY.
As a native of Paducah, Beaton graduated from Lone Oak High School, Murray State University, and the College for Financial Planning. Throughout his first career, Beaton spent over 25 years as a local news anchor at WPSD-TV, the NBC affiliate in Paducah. While at the news station, he earned the CERTIFIED FINANCIAL PLANNER™ designation, and began his own practice, Ron Beaton’s Money Matters, in 1997. He grew the firm in his after-work hours until 2004, when he left the station to run the company full-time.
With over 20 years of personal financial planning experience, Beaton will serve as an additional resource for high net worth individuals seeking personal comprehensive financial planning.
“After spending my second career growing and operating Ron Beaton’s Money Matters, I don’t make this move lightly,” says Beaton. “I’ve been impressed with ARGI’s culture, people, growth, and services for quite some time now. Just like Ron Beaton’s Money Matters, ARGI is an independent, fiduciary firm, so I believe this will be a great fit. ARGI’s team focuses solely on what their clients need, which I believe is the right way to treat people. I am excited about the strength and comprehensive financial services we can supply to families and businesses in our part of the country.”
“Ron is a respected resource for personal financial advisory services in the Western Kentucky region,” says Joe Reeves, CFP®, and CEO of ARGI. “We are excited to have him join the ARGI team and expand our reach into this new market for our company. Our growth mindset has driven us to continually seek opportunities that can help broaden our impact across the region, and we look forward to growing our presence in the greater Paducah area.”
Over the past two decades, ARGI has grown to eight offices in five states**. They’ve made the Inc. 5000 list of Fastest Growing Private Companies in America for nine consecutive years (2009-2017)*, were named the 2016 Business First Company of the Year – Medium Category, one of the country’s 101 Best and Brightest Places to Work For*, and most recently named one of Kentucky’s Best Places to Work for the seventh consecutive year.*
ARGI has provided personal and business financial services to corporate executives, business and practice owners, and their families for over 20 years**. ARGI’s team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, a Registered Investment Advisor; tax planning through ARGI CPA and Tax Advisors; insurance solutions through Advisor Insurance Solutions; and business services through ARGI Business Services, all of which are divisions of ARGI Financial Group.
*Best Companies Group and Best Places to Work, based on employer and employee surveys; *Inc. 5000 based on three-year revenue growth; *101 Best and Brightest based on employer and employee surveys; *paid application to participate. None of our awards are indicative of investment performance in any way.
**RDB Inc. was formed in 1995 and later changed to Advisors Resource Group Inc. In 2003, the name was amended to ARGI Financial Group to better reflect the services offered to our clients. ARGI Investment Services was registered as an Investment Advisor in 2010
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.