FINANCIAL PEACE OF MIND
Churchill Financial: A Tradition of Trust
When you look at what has taken place in the financial markets over the past twenty years, it’s abundantly clear that your choice of an investment advisor matters.
At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind. By keeping in constant contact with you and monitoring your investments, no matter what the markets or the economy may be doing, we will be there every step of the way.
We accomplish this in three ways:
- By providing you with truly personalized investment management.
- By staying in touch with you on a regular basis and serving you well.
- By ignoring “what’s hot” and focusing on what makes sense for you.
We encourage you to explore this site, to find out more about us, and to see for yourself how Churchill Financial is changing the way people think about investing.
OUR SERVICES
FULL SERVICE INVESTMENT MANAGEMENT
Investment Management
We explore and define your goals, your wishes and desires, and the level of risk with which you’re comfortable. Then, we develop a plan that is specific to your needs.
Portfolio Management
With your plan in place, we’re able to develop a portfolio designed with your investment goals in mind. We focus on asset allocation, and avoid the risk of single stock selection.
Additional Services
We offer a variety of additional services designed to make your financial life easier, such as trust administration, non-profit investment management, and more.
TRANSPARENCY, HONESTY, SIMPLICITY
YOU’VE FOUND YOUR PERFECT INVESTMENT MANAGEMENT PARTNER.
Regardless of income level, wealth, and stage of life, we’ll work with you to be your investment management partner to design a portfolio and plan that is catered to your specific goals.
CONNECT WITH US
CONTACT INFORMATION
Contact us to get started.
address
312 Whittington Parkway, Suite 201
LOUISVILLE, ky 40222
email us
call us
(502) 895-3535