Centerline Wealth Advisors

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Centerline Wealth Advisors Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that provides focused, long-term support for all aspects of our clients' financial lives.

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients.

10/26/2026

Free steak dinner? 🥩 Read this before you RSVP.
If your mailbox looks like ours, you’ve seen these invites. Before you sign anything at one of these events, ask:
1️⃣ How are you paid on this product, in dollars?
2️⃣ What would it cost me to get my money out in year two?
3️⃣ Are you acting as a fiduciary on this recommendation, in writing?
If the answers get fuzzy, that tells you something.
We’re fiduciaries. We start with your plan, not a product. Want a second opinion on something you were pitched? Visit centerlinewealth.com.
Save this for the next flyer. 📌

You are not the only one who needs to be on guard about their personal data safety. Minor children are 50 times more li...
10/15/2026

You are not the only one who needs to be on guard about their personal data safety. Minor children are 50 times more likely than adults to suffer ID theft. Here’s what parents need to know:https://www.centerlinewealth.com/wp-content/uploads/2026/09/Child-ID-Theft-8-Steps-to-Keep-Your-Kids-Safe.pdf

10/13/2026

Trump Accounts promise up to a $91,000 head start on your child’s retirement, but there are a few critical drawbacks every parent and investor should understand before funding one.

In this video, financial advisor Andy breaks down the potential pitfalls of Trump Accounts—from 18-year-olds getting full unrestricted access to substantial wealth, to hidden tax disadvantages and financial aid impacts compared to traditional 529 College Savings Plans.

🌐 Learn more about smart family wealth planning: https://centerlinewealth.com

Disclaimer: This video is for educational purposes only and should not be taken as individual financial, tax, or legal advice. Consult with a qualified financial professional before making financial decisions.

10/13/2026

Trump accounts

10/08/2026

Rising diesel prices will raise everything else

As a business owner you can probably describe your business in detail: the revenue, the margins, the customers you love ...
10/06/2026

As a business owner you can probably describe your business in detail: the revenue, the margins, the customers you love working with. But can you say who is most likely to buy it one day?

Owners who know who will buy their business, and what that buyer will pay for, build differently. They make better decisions every day, long before they plan to sell.

Learn more about how your Value Builder Score can help: https://www.centerlinewealth.com/2026/10/02/why-some-businesses-sell-for-twice-as-much/

10/01/2026

As we start October, here is a look at some Key Planning & Investment deadlines to be aware of:https://www.centerlinewealth.com/wp-content/uploads/2026/09/download_7840868_2124521.pdf

09/29/2026

How to survive rising interest rates

09/17/2026

The fed just raised rates for the first time in years. Follow Centerline Wealth or visit www.centerline wealth.com to learn more about navigating your family’s finances through the modern economy.

Unlike Social Security, which people tend to think about many years before claiming, Medicare is almost an afterthought....
09/15/2026

Unlike Social Security, which people tend to think about many years before claiming, Medicare is almost an afterthought. Get a head start by checking out these 6 Caveats to Pre-Medicare Planning:https://www.centerlinewealth.com/wp-content/uploads/2026/09/Pre-Paid-Medicare-Planning-6-Caveats.pdf

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10200 Forest Green Boulevard Suite 306
Louisville, KY
40223

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