Kentucky Planning Partners

05/20/2026

Coffee w/ KPP - Meeting Austin Schneller

05/13/2026

05/05/2026

We had an incredible time in Lexington this past Thursday at our client appreciation event at The Vine! 🍷

It was a wonderful evening filled with great food, drinks, and even better company as we spent time connecting with our Lexington clients outside of the office. Austin Hill and Beau Allen, our two Lexington advisors, were joined by Rob Davenport and Ben Hopper from Louisville, and the group had such a great time catching up, sharing stories, and strengthening relationships.

We truly appreciate our Lexington clients and the trust you place in us — events like this are a reminder of why we love what we do. Thank you to everyone who came out and made the night so special.

We’re already looking forward to the next one Lexington!

04/24/2026

✨ Somerset Social 2026 – What a Night! ✨

We had an incredible evening last night at the Somerset Social 2026 in Somerset! It was so great to see our community come together for a night of connection, conversation, and fun.

A huge thank you to everyone who helped make the night such a success:
🏢 The Makers Mill
🎶 Todd Clayton for the live music
🍨 Elizabeth Cole with Sarino’s Sweet Shoppe for the gelato
🍹 Finders Keepers Bar for the drinks
🍽️ Blazin’ Butt BBQ for the food

Austin Hill and Derrick Vickery had a wonderful time connecting with their clients and engaging with such a great group throughout the evening. We are incredibly grateful to have such a strong and supportive client community here in Somerset.

Thank you to everyone who joined us — we’re already looking forward to the next one! 💙

04/22/2026

Coffee with KPP - Rob and Ben

04/14/2026

We’re proud to share that our CEO, Rob Davenport CFP®, his wife Lorie Davenport and advisor, Ben Hopper CFP®, recently attended LPL Masters in Palm Springs, California this past March—an exclusive gathering of the top 3% of LPL advisors from across the country.

This select event offered a unique opportunity to collaborate with industry leaders, connect with like-minded professionals, and gain insights directly from LPL’s home office teams. During their time there, Rob and Ben deepened their expertise in key areas including team leadership, business organization, best practices, tax and estate planning, and succession planning.

We’re excited to bring these valuable insights back to better serve our clients and continue strengthening our commitment to excellence.

04/06/2026

Please click the link below to read our weekly newsletter!

Email from Kentucky Planning Partners Stocks Rebound   Please Click Here for our latest Weekly Newsletter - Weekly Market Insights Robert Davenport, CFP®, CLTC® CERTIFIED FINANCIAL PLANNING™Practitio

04/06/2026

Austin Hill, our Lexington advisor, and Miles Moskwa provided some education & insight this morning regarding all things “Trump Accounts” for children. If you have questions on these, check out this week’s edition of “Coffee with KPP Live” - providing Advice for Life to & through retirement!

03/24/2026

Big congratulations to Jacob Geoghegan on passing his CFP® exam! 🎉

As the youngest member of the team, Jacob continues to set the bar high with his dedication, work ethic, and commitment to excellence. This achievement is a true reflection of the long hours and determination he puts in every single day.

We’re incredibly proud to have you on the team and can’t wait to see all the great things ahead.

Well deserved, Jacob — congratulations again! 👏

03/17/2026

Click the link below to read our weekly newsletter!

Email from Kentucky Planning Partners Middle East   Please Click Here for our latest Weekly Newsletter - Weekly Market Insights Robert Davenport, CFP®, CLTC® CERTIFIED FINANCIAL PLANNING™Practitioner

03/16/2026

Ben Hopper and Andrew Cusick had a great time back on campus at Western Kentucky University last Thursday.

They met with a group of students from the WKU Gordon Ford College of Business, many of whom are majoring in Financial Planning.
As alumni (Andrew - 2011, Ben - 2019), it was very special for them to come back and share their experiences in the industry.

They talked about strategies to gain success in the early years of the business, the importance of teamwork, and what a day in the life of a financial advisor looks like.

Grateful for Western Kentucky University and how well they prepare students for success.

Go Tops!