Magnate Wealth Management

Magnate Wealth Management is an independent wealth management firm based in Louisville, Kentucky. The company employs 20 to 49 people and generates an annual revenue of $1 million. Magnate Wealth Management provides a range of services, including comprehensive financial planning and evidence-based investment management solutions. They specialize in developing personalized strategies for their clients, aiming to achieve their financial goals through sound advice and clear communication. The firm's strategic partnership with Dimensional Fund Advisors underscores their commitment to providing clients with a high-quality investment experience grounded in academic research. One of Magnate Wealth Management's key differentiators is its focus on building relationships with clients based on trust and transparency. They prioritize understanding their clients' individual needs and goals, explaining complex financial concepts in an accessible manner, and offering continuous guidance throughout their financial journey. Investment Advisory services are offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services are offered through Silver Oak Securities, Inc., a Member FINRA/SIPC. For more information, visit their website at magnatewealth.com.