About |
Centerline Wealth Advisors is a fee-only, fiduciary financial planning firm based in Louisville, KY that serves families, physicians, and business owners with services ranging from retirement and tax planning to business exit strategies. As independent advisors legally obligated to put clients' interests first, they manage assets through Charles Schwab and leverage a partnership with Dynasty Financial Partners for access to a broad range of financial products. They operate on a straightforward percentage-of-assets fee structure and offer a proprietary exit planning program called Biz2Beach™ for business owners looking to maximize their company's value before selling.