Chancery Financial Advisors

Chancery Financial Advisors is a fee-based investment advisor that helps individuals and organizations reach long-term goals. We use a comprehensive planning approach that helps to grow, protect and conserve wealth while addressing both financial and emotional needs. We help clients with retirement planning, investment planning, risk management and asset protection, small business planning as well as education planning. We work in conjunction with attorneys and CPAs to implement tax strategies and cover estate planning needs. To us all relationships are local and personal, but now opportunities are global. We put our expertise and relationships in the global investing realm at the service of our clients in order to improve their lives and the value of the organizations which they influence. The foundation of Chancery Financial's processes is the fiduciary ethic – we put our clients' interest before our own. Clients are tired of working with salespeople focused on commission-driven 'advice'. We are focused on the client's bottom line and goals. Our motivation is to improve our client's lives and we do this by helping clients reach important life goals and by being transparent in our client relationships.

Address: 137 S. Crestmoor Ave., Louisville, KY 40206, USA

Phone: +1 502 899 9131
FAX: +1 502 894 0954