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Christopher V

Series 63, Series 65

Louisville, KY

Family Wealth Planning Partners

Christopher Vaughn is a financial advisor with Family Wealth Planning Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at FWPP Insurance LLC, IFP Securities, LLC, Independent Financial Partners, Thrivent Financial, and Foresters Financial. Vaughn is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, employing a mix of fundamental, technical, quantitative, and tactical investment approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
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Brian R

CFP®, ChFC®, Series 66

Louisville, KY

Family Wealth Planning Partners

Brian Ramsey is a CFP®, ChFC®, and Series 66 holder with 22 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022, and is also involved with FWPP Insurance LLC. Prior to this, he held roles at IFP Securities, LLC and Independent Financial Partners. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, with options for discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
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Eric D

Series 63, Series 66

Louisville, KY

Family Wealth Planning Partners

Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
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Aaron M

Series 66

Louisville, KY

Family Wealth Planning Partners

Aaron Mc Andrew is a financial advisor at Family Wealth Planning Partners with 10 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets across more than a thousand accounts. The firm offers personalized investment management, comprehensive financial planning, and retirement-plan advisory services, utilizing both advisor-managed separate accounts and firm-managed model portfolios with options for discretionary or non-discretionary implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
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