Advisors at this firm
Christopher V
Series 63, Series 65
Louisville, KY
Family Wealth Planning Partners
Christopher Vaughn is a financial advisor with Family Wealth Planning Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at FWPP Insurance LLC, IFP Securities, LLC, Independent Financial Partners, Thrivent Financial, and Foresters Financial. Vaughn is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, employing a mix of fundamental, technical, quantitative, and tactical investment approaches.
Cody B
Series 65
Louisville, KY
Family Wealth Planning Partners
Brian R
CFP®, ChFC®, Series 66
Louisville, KY
Family Wealth Planning Partners
Brian Ramsey is a CFP®, ChFC®, and Series 66-licensed advisor with 21 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022. Prior to this, he was affiliated with IFP Securities, LLC and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, using a mix of fundamental, technical, quantitative, and tactical investment approaches.
Eric D
Series 63, Series 66
Louisville, KY
Family Wealth Planning Partners
Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.
Aaron M
Series 66
Louisville, KY
Family Wealth Planning Partners
Aaron Mc Andrew is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding a Series 66 designation and with 10 years of industry experience. He has worked with several firms including Capital Analysts, Lincoln Investment, and Shepherd Financial Investment Advisory. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners serves individual and institutional clients, providing portfolio management, financial planning, and pension plan advisory services. The firm employs a mix of fundamental, technical, quantitative, and tactical investment approaches and supports execution through custodial relationships with Schwab and SEI.