Louisville, KY Office

Team
Updated today

Client AUM

$2,572,398,302

Clients

3,440

Advisors

4

Of 33 advisors across 8 offices

Location

4938 Brownsboro Rd, Suite 201

Louisville KY 40222

Advisors at this office

4

Advisors at this office

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Bradley F

CFP®, Series 66

Louisville, KY

MCF Advisors, LLC

Bradley Fisher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC and D. Scott Neal, Inc. Outside of his advisory role, no additional business activities were noted. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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William C

Series 65

Louisville, KY

MCF Advisors, LLC

William Clark is a financial advisor with MCF Advisors, LLC in Louisville, KY, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, pension consulting, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach emphasizing risk management and offers a range of investment options alongside in-house legal and tax resources.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Steven G

CFP®, CFA®, Series 65

Louisville, KY

MCF Advisors, LLC

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Timothy G

CFP®

Louisville, KY

MCF Advisors, LLC

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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