Contact Bert:
Direct: (502) 244.4154
Mobile: (502) 418.0984
A seasoned professional and financial advisor with Financial Strategies Group, Bert offers advice and guidance for individuals, families, and business owners.
Bert’s mission is simple: to provide comprehensive wealth management solutions that empower you to pursue your vision of personal fulfillment.
With over two decades of experience in raising significant funds for non-profit organizations, Bert understands the intricate dynamics of wealth management and the critical role financial planning plays in shaping your future. This experience inspired him to transition his career to become a financial advisor, where he now uses his expertise in relationship building, philanthropy, and investment management to help individuals and families carry out their financial goals. By combining his knowledge of fundraising and financial planning, Bert ensures you receive tailored solutions that not only optimize your financial well-being but also create a legacy for future generations.
Bert believes in building long-lasting relationships, cultivating trust, and providing personalized strategies that adapt to your evolving needs. He focuses on the human element of wealth management, so you can walk away from every meeting feeling heard and understood. When you choose to work with Bert, he begins by digging deeper into your current financial picture, exploring your assets, liabilities, and deepest desires. Armed with this knowledge, he uses a combination of cutting-edge technology and thought leadership to create a personalized financial plan. The results are thoughtfully presented, addressing any inquiries you may have, while prioritizing the alignment of each aspect of the plan with your most pressing problems and goals.
Areas of focus include:
• Individual Retirement Planning
• Business Retirement Plans
• Philanthropy and Endowment Management
• Investment Management
• Wealth Transfer
• Education Planning
• Insurance Solutions
Bert graduated from the University of Louisville with a bachelor’s degree in Business Administration and Spalding University with a Master of Science in Business Communication. He is a Louisville native, a graduate of Leadership Louisville’s’ Ignite and Leadership Louisville program and a 2015 40 under Forty recipient.
Bert lives in Lousiville with his wife, Dr. Misty Griffin, and their two children, Priest and Evy.