Advisor at Lifetime Wealth Design LLC
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Firm
Lifetime Wealth Design LLC
Location
Louisville, KY 40243
Credentials
CFP®, Series 66
Industry experience
16 years
Kevin Roberts is a financial advisor at Lifetime Wealth Design LLC in Louisville, KY, holding CFP® and Series 66 credentials with 16 years of industry experience. He has been associated with Lifetime Wealth Design since 2009 and owns Roberts CPA Group and Corales & Roberts CPA Group. Roberts serves as a board member of Transcend Credit Union and owns and operates a Scooter’s Coffee franchise through Abundant Heritage LLC. Lifetime Wealth Design provides financial planning, portfolio management, and ongoing monitoring services to individuals, high-net-worth clients, corporations, and other entities. The firm emphasizes tailored asset allocation with discretionary portfolio management and regular account reviews, leveraging affiliations with CPA firms and offering insurance products.
Based on Lifetime Wealth Design LLC
Account minimum: $20,000 Fee-only: Fixed fee between $1,000 to $5,000 for financial planning services; fixed monthly fee of $175 for individuals or $275 for families for ongoing financial planning; monthly fee of $50 for ongoing retirement plan monitoring
201 B Townepark Circle, Ste B 1
Louisville, KY 40243
Kentucky
Corales & Roberts Cpa Group Psc
2025 - Present (1 year)
Prosperity Capital Advisors, LLC
2016 - 2017 (1 year)
Lifetime Wealth Design LLC
2009 - Present (17 years)
Roberts Cpa Group Psc
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 66
Louisville, KY
Sapphire Fiduciary Advisors, LLC
CFP®
Louisville, KY
Essa Financial LLC
Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.
CFP®, Series 66
Louisville, KY
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CFP®, Series 65
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ChFC®
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Carriage House Planning LLC
We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp
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