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Our Mission

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.

Our Offer

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.

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The LFG Team

M. Brent Durham

President, LPL Financial Advisor
• Bio

Bradley S. Manthey

Managing Wealth Advisor, LPL Branch Manager, Managing Principal
• Bio

CPA Strategic Resources

Victor M. Meyerowitz

Certified Public Accountant and Tax Attorney with Meyerowitz and King

Steve King

Certified Public Accountant with Meyerowitz and King

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

LPL Financial

For more information about LPL Financial, visit www.lpl.com.

OUR SERVICES

Effective tax planning is an important component of a well-structured financial strategy. Our team takes a holistic view of your financial situation to help identify opportunities to manage tax exposure across investments, retirement accounts, and estate considerations. By coordinating tax-aware strategies with your broader financial plan, we aim to improve efficiency and support informed decision-making. Our approach is designed to help you understand potential tradeoffs and plan proactively as tax laws and personal circumstances evolve.
Estate planning helps provide structure and clarity around how assets may be managed and transferred over time. At Louisville Financial Group, we work collaboratively with you and your outside legal and tax professionals to help align your financial strategy with your long-term intentions. This may include considerations related to wills, trusts, beneficiary designations, and charitable objectives. Our role is to help you understand available options and how estate planning strategies can be integrated into your overall financial plan to address legacy, tax efficiency, and family considerations.
Planning for education expenses can be complex and often requires balancing competing financial priorities. We assist families in evaluating a range of education funding strategies, including 529 plans, education savings accounts, financial aid considerations, and gifting strategies. Our process focuses on helping you understand how different options may fit within your broader financial picture, while considering both short-term education costs and long-term goals such as retirement planning.

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.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.​

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.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​
Life insurance can play a role in addressing protection and planning needs within a comprehensive financial strategy. We provide access to a range of life insurance solutions, including term and permanent policies, from highly rated carriers. Our process focuses on helping you understand how life insurance may be used for purposes such as income replacement, liquidity planning, or estate considerations. Any recommendations are evaluated in coordination with your overall financial objectives and planning framework.

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.

Bradley S. Manthey

Managing Wealth Advisor, LPL Branch Manager, Managing Principal

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.

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ACCOUNT VIEW

M. Brent Durham

President, LPL Financial Advisor

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 active in his church. He currently serves as an usher as well as a Middle School Ministry small group leader at the Indiana Campus of South East Christian Church. He also enjoys watching his two sons, Christian and Owen, who are both competitive swimmers for the Lakeside Seahawks. He enjoys spendinq quality time with his wife Linda and traveling to new destinations.