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Ben A

CFA®, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Ben Allison Jr. is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Pillar Financial Advisors, LLC since 2013. Outside of his advisory role, he is a member of Currypowder Holdings LLC, which owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including many affluent and high-net-worth clients. The firm provides comprehensive wealth management services with a focus on long-term, largely passive investment strategies using low-cost mutual funds and ETFs, managing accounts on a discretionary basis guided by written Wealth Management Strategies and Investment Policy Statements.

Wealth management General tax planning General retirement planning Cash flow / budgeting Passive / index investing
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Marlene M

CFP®, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Marlene Men is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Pillar Financial Advisors, LLC in Louisville, KY. Her prior work includes roles at JPMorgan Chase and Dennis L. Thomas, PLLC, as well as experience in design services and teaching. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including many affluent and high-net-worth clients. The firm provides comprehensive wealth management with a focus on long-term, tax-aware investment strategies using low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Wealth management General tax planning General retirement planning Cash flow / budgeting Passive / index investing
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Gregory C

CFA®, PFS™, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Gregory Curry is a CFA® and PFS™ with 28 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC since 1997. He is also a member of Currypowder Holdings LLC, a non-investment-related entity that owns the business location of Pillar Financial Advisors. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including a significant number of affluent and high-net-worth clients. The firm provides comprehensive wealth management services with a focus on long-term, largely passive investment strategies implemented through low-cost mutual funds and ETFs, emphasizing tax-aware asset location and minimizing portfolio turnover.

Wealth management General tax planning General retirement planning Cash flow / budgeting Passive / index investing
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Tom W

CFA®

Louisville, KY

Pillar Financial Advisors, LLC

Tom Walsh is a CFA® charterholder with 16 years of experience in the financial advisory industry. He currently works at Pillar Financial Advisors, LLC and has been with Cashel Financial Advisors, LLC since 2009. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, with a focus on affluent and high-net-worth clients. The firm provides comprehensive wealth management services that include portfolio management, retirement advice, and coordinated financial planning, emphasizing long-term, largely passive investment strategies using low-cost mutual funds and ETFs.

Wealth management General tax planning General retirement planning Cash flow / budgeting Passive / index investing
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