Elizabethtown, KY Office

Magnate Advisory Services serves individuals (including high net worth clients), businesses, charitable organizations, and retirement plans, providing financial planning, portfolio management, retirement plan consulting, and educational workshops. Its planning services cover both broad-based and modular engagements—cash flow and debt management, retirement and college funding, tax and estate considerations—and the firm can assist with implementation of investment recommendations.

The firm frames its investment approach around Modern Portfolio Theory, emphasizing diversified, tax‑efficient, and lower‑cost holdings where practical, with a long‑term buy‑and‑hold orientation and periodic rebalancing; its research combines fundamental, technical, charting, and cyclical analyses. Portfolios are managed on discretionary or non‑discretionary bases and the firm provides retirement plan services in a nondiscretionary, ERISA §3(21) limited‑scope capacity.

Magnate manages roughly $314 million in regulatory assets and serves more than 1,500 clients through eight advisors—about 200 clients per advisor—which is a higher client load per advisor than is typical for similar teams. The firm also offers periodic complimentary educational seminar sessions and its associates are dually registered with a broker‑dealer and licensed as insurance agents, which expands the ways recommendations can be implemented.