Kentucky’s Financial Advisors For 401(k) Plans & Business Owners

Bluegrass Investment Company is an independent group of highly specialized, independent financial advisors. Our two divisions are Bluegrass Retirement Plans, which focuses on 401(k) plans for businesses, and Bluegrass Legacy Advisors, which offers financial planning for business owners. We go a foot wide and a mile deep in those two areas to serve the businesses and business owners of Kentucky.

These core principles drive how we work with clients, who we bring onto our team, and who we partner with.

Alignment
Of Interests

Partnership
Means Service

Optimal
Solutions

Our interests are aligned with yours.

You might notice that our website provides limited information about specific financial products. That is because our firm is independent and focused on long-term, personalized solutions, not quick, commission-based transactions.

Our foundation is centered on listening: Our team takes the time to understand the needs of the businesses and business owners who partner with us. Then we collaborate to build personalized financial plans. Identifying optimal financial solutions to help clients achieve their financial goals is the last piece of the puzzle, never the first.

Partnership means real service, not lip service.

You may hear other financial advisors pledge to be your partner. We’re different because we don’t just want you to HEAR those words; we want you to FEEL that promise in every interaction you have with our team.

We view each of our clients as partners, recognizing them as real people with employees, families, financial concerns, and individualized financial goals. We approach each of their financial situations with respect and care, regardless of its size or complexity.

We seek optimal solutions, not just whatever is most available or easiest to implement.

Clients choose Bluegrass Investment Company because they want to simplify. We take that responsibility seriously, which is why we continually evaluate our strategic partnerships to ensure we’re offering clients industry-leading solutions that can help them reach their financial goals.

Our network of professional partners is robust, with specialists in areas like 401(k) plans, taxes, life insurance, accounting, retirement, business and succession, and philanthropy. We don’t settle for the quickest answer; instead, we work to find optimal solutions that provide our clients with greater peace of mind.

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