Advantage Investment Management

William Fowler is a financial advisor with Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Commonwealth Financial Advisors, Southeast Investments, and Benchmark Advisory Services. Fowler is also the owner of The Benefits Firm, an insurance business focused on health insurance products. Advantage Investment Management offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services to a diverse client base including individuals, families, trusts, corporations, and plan sponsors. The firm employs a blend of strategic and tactical asset allocation with value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Donald Garton is a CFP® and ChFC® with 34 years of industry experience. He has been with Advantage Investment Management since 2005 and previously worked at Securities Service Network, Securities America, Inc., and Benchmark Investments, LLC. Outside of his advisory role, he serves on the Finance Committee of Highland Presbyterian Church. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, families, trusts, corporations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Lisa Heffley is a ChFC® credentialed advisor at Advantage Investment Management with 32 years of industry experience. She has worked at Benchmark Investments, Securities America, and Securities Service Network before joining Advantage Investment Management, where she has been since 2013. Outside of her advisory role, she serves on the Board of Trustees and Investment Committee of a religious organization in Louisville, KY. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to a diverse client base including individuals, families, estates, trusts, corporations, charitable foundations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Michael Cole is an advisor at Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Benchmark Investments and Fidelity Investment. Advantage Investment Management provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services to a diverse client base including individuals, families, trusts, corporations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Benchmark Advisory Services, LLC. Outside of his advisory role, he serves as Treasurer and Chief Financial Officer for the Louisville Young Democrats and Treasurer for the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, families, trusts, corporations, and plan sponsors. The firm employs a blend of strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both portfolio management and standalone financial planning engagements.