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The Louisville Financial Group was founded on the principle that our clients come first. From that sole principle we developed our financial planning and asset management philosophies. We provide our clients with the resources and capabilities of a Wall street firm but much closer to home. Some asset management firms are still proprietarily driven to recommend their own products while others hand the client off to a third party manager, or a separately managed account which may reduce transparency and may dramatically increase fees. The Louisville Financial Group’s investment recommendations and financial decisions are handled right here in Louisville based on your individual needs. With no proprietary products and services to offer, we are proud to claim our research and advice is collaborative and independent. Over 60 years of combined experience give our clients the confidence that our firm and its representatives have the financial expertise needed to provide sound advice guiding them on their financial journey.
We believe second opinions are a valuable resource. Let us meet with you for a free, exploratory meeting to discuss your current financial situation. Send an email or call us at (502) 326.5092 to schedule an appointment.
President, LPL Financial Advisor
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Managing Wealth Advisor, LPL Branch Manager, Managing Principal
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Certified Public Accountant and Tax Attorney with Meyerowitz and King
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Certified Public Accountant with Meyerowitz and King
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You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax services. These entities and their services are not affiliated with Louisville Financial Group.
Our Partner
We partner with LPL Financial because it allows us to deliver personalized advice while leveraging the resources of a large, established wealth management firm—so you get the benefit of our guidance and relationship supported by a broader platform built to help clients move from “someday” goals to real progress. LPL provides the infrastructure, technology, and oversight designed to support a consistent client experience, letting us spend more time advising and less time on administrative complexity.
Annuities are financial products that may be used to address certain income or planning objectives, particularly in retirement. Louisville Financial Group provides access to a variety of annuity solutions offered by highly rated insurance carriers. We help clients evaluate the features, costs, and limitations of different annuity structures, including those that offer income, tax deferral, or market-linked components. Annuities are reviewed within the context of a comprehensive plan to determine whether they are appropriate given individual goals, risk tolerance, and time horizon.
Portfolio management involves the ongoing oversight of investments to support defined financial objectives while managing risk. Our approach emphasizes diversification, disciplined investment selection, and regular monitoring. We utilize non-proprietary investment options and conduct periodic reviews to assess alignment with your goals, time horizon, and changing personal or market conditions. Adjustments are made as appropriate to help maintain consistency with your long-term strategy.
Retirement accounts such as IRAs, SEP IRAs, and 401(k) plans offer tax-advantaged ways to save for retirement, each with distinct rules and considerations. We assist clients in comparing traditional and Roth options, understanding contribution limits, and evaluating investment choices within these accounts. Our guidance also addresses long-term planning considerations, including distribution strategies and coordination with other assets, to help support a structured approach to retirement savings.
Social Security Analysis
Roth IRA Conversion Strategies
Personalized Medicare Guidance
Long-Term Care Strategies
Steve has been working in the accounting and tax field for over 20 years. He is passionate about working with families and businesses guiding them through tax and financial issues. He specializes in individual, partnership, corporate, and trust taxation. Steve is an EY alumni where he began his career after graduating from the University of Louisville. Prior to co-founding Meyerowitz and King, PLLC Steve worked in the tax and financial areas of three global organizations. When working with his clients, if he sees they could benefit from the services of a financial planner, Mr. King refers his clients to the Louisville Financial Group.
One of Steve’s key responsibility is preparing individual returns of executives with diversified investments, various K-1’s, closely held investments which often create taxation issues and significant tax planning.
Steve devotes a significant amount of time serving on several boards and committees. He has served on committees with the KY Society of CPAs, several boards for non-profits, and is treasurer of his local high school booster club. He has also lectured on various tax and financial topics in the community.
Steve and his wife, Stacey, have been married since August 1997 and have two children, Justin and Jason. Steve’s hobbies include spending time with his family, volunteering, traveling, and reading.
The tax services offered by Mr. Meyerowitz and Mr. King are separate and unaffiliated with LPL Financial. The CPA Strategic Alliance allows Mr. Meyerowitz and Mr. King to offer clients the opportunity to access resources and services provided by Louisville Financial Group. Mr. Meyerowitz and Mr. King are members of and work for Meyerowitz & King, PLLC, which is a separate and independent business and legal entity from Louisville Financial Group, LPL Financial, Mr. Manthey, and Mr. Durham. Mr. Meyerowitz and Mr. King are not partners, owners, managers, and/or members with Mr. Manthey and/or Mr. Durham nor with Louisville Financial Group or LPL Financial.
He is a member of the Kentucky Bar Association, and the Kentucky Society of Certified Public Accountants.
He earned his Baccalaureate in History from the University of California in Irvine (1991), his Juris Doctor from Tulane Law School (1994), and his accounting credentials from the University of Louisville (1999). He is a member of the Phi Beta Kappa academic fraternity, graduated cum laude, and was recognized by the Kentucky Society of CPAs for having passed all four parts of the CPA examination on the first attempt.
Mr. Meyerowitz has been an Advanced Certified QuickBooks Pro Advisor since 1999.
Mr. Meyerowitz focuses his practice on helping clients with their tax and accounting needs. When working with his clients, if he sees they could benefit from the services of a financial planner, Mr. Meyerowitz refers his clients to the Louisville Financial Group. He has represented numerous clients before the IRS and various State & Local Tax Agencies. His experience includes resolving complex tax problems and also managing Income, Payroll, and Sales Tax Audits. A significant amount of his time is spent helping closely held businesses with business consulting. This includes choosing the correct entity for tax purposes, being properly trained in using accounting software, implementing proper accounting procedures and safeguards, understanding financial statements, and advising on tax benefits to help make important business decisions.
In addition, prior to starting Meyerowitz & King, his experience included working with small and large businesses as a controller/CFO and as a tax consultant in a major global accounting firm. He has also published articles in the newspapers and has lectured numerous times at educational seminars.
Mr. Meyerowitz is an active member of the US Masters Swimming and has been ranked in the top 20 in the United States for his age group in the 1500m freestyle. He has also been the Cross Country Head Coach, winning numerous State Titles, at Dunn Elementary School, Kammerer Middle School, and Ballard High School.
Mr. Meyerowitz has been married to his lovely wife Sandra since 1997 and together have two wonderful children.
Mr. Meyerowitz has been a Licensed Registered Representative in Investments since August 21, 2003
The tax services offered by Mr. Meyerowitz and Mr. King are separate and unaffiliated with LPL Financial. The CPA Strategic Alliance allows Mr. Meyerowitz and Mr. King to offer clients the opportunity to access resources and services provided by Louisville Financial Group. Mr. Meyerowitz and Mr. King are members of and work for Meyerowitz & King, PLLC, which is a separate and independent business and legal entity from Louisville Financial Group, LPL Financial, Mr. Manthey, and Mr. Durham. Mr. Meyerowitz and Mr. King are not partners, owners, managers, and/or members with Mr. Manthey and/or Mr. Durham nor with Louisville Financial Group or LPL Financial.
Since graduating from the Kelley School of Business at Indiana University with a B.S. in Finance, Brad has been guiding clients through individualized plans to pursue their financial goals.
Brad is proud to be an independent advisor, which is why he affiliates himself with LPL Financial. The firm serves as an enabling partner, supporting his goal of protecting and growing his client’s wealth. Brad believes that each client deserves a thorough and prompt response to every question. He takes personal interest in the individuals and families he advises, and he helps each one develop a comprehensive financial plan that will help them move toward their goals and dreams.
Outside his professional life, Brad strives to serve people through a strong commitment to his church and community. He was involved in the planting of Revolution UMC, where he served as the Finance Chairman and leader of many small group studies. He proudly served on the Board of Pensions to the KY Annual Conference of the United Methodist Church, and is currently a member of Southeast Christian Church, where he and his wife volunteer as pre-marital mentors. He actively supports Go Ministries, Inc., Bernheim Forest and The Parklands. Happily married for 30+ years to his wife Lori and proud father of their son, Carter. His hobbies include golf, hiking and reading.
As President and co-founder of the Louisville Financial Group, Brent has been in the financial services field since 1999. After beginning his career at one of the largest financial planning firms in the United States, he decided to start his own wealth management firm along with his partner Brad Manthey. His background includes a Bachelors of Science Degree in Finance and in Economics from Campbellsville University.
After talking with several clients in regards to their goals and their previous financial representatives, Brent developed a principle in what he believed he would want in an advisor. As a financial representative, Brent has always adhered to the principle that his clients trust, financial well-being, and life goals are as important to him as they are to his clients. His belief in this principle has led him to develop a goal oriented, on-going investment planning process that keeps him in constant contact with his clients.
Outside his professional life, Brent enjoys being outside and spending time with his family. Brent and his wife Linda enjoy traveling to new destinations. Their two sons are now young adults. Christian shares a love of history and travel, while Owen is always up for a round of golf with his dad. Brent is also a swim fan, cheering Owen and his teammates on with the University of Cincinnati.