Who We Are

It starts with a vision. It happens with a plan.

Life is constantly changing. ARGI’s dedicated teams of professionals help our clients to adapt and prosper. For us, there is no greater feeling than helping to ensure the success of our clients through integrated financial services. To learn how we can help, please contact us to request a complimentary consultation.

Our primary function is to educate our clients.

We take our job as our client’s trusted advisor very seriously. We regularly review and improve our communication process so our clients can receive the best service we can give.

 

Our Core Values

Personal Service: If our clients win, everyone wins.

We are client-focused in everything we do. We guide our clients through their financial plan, through implementation, and beyond. Every member of our team is expected to provide the highest level of service and integrity possible. We welcome every opportunity to celebrate our clients’ milestones – and those of our team members.

Teamwork: Everyone for Someone Else.

Establishing goals and customizing a realistic roadmap requires partnership and collaboration, and each of our team members has a specific skill that contributes to our clients’ experience. Effective teamwork creates involved, invested, and accountable participation. By working with each other instead of for each other, ARGI clients and teams foster the spirit needed to reach goals.

Commitment: Our Devotion to Success

ARGI is committed to our clients, to our team members, and to our community. We help every client meet their goals, we help every team member reach their fullest potential, and we improve the lives of others in our community through sharing our time and talent. We seek to create a lasting legacy, internally and externally.

Integrity: Belief in What We Do

Our clients put their faith in the advice and services we provide, so every member of ARGI’s team acts with the utmost integrity and respect for our clients and each other. We have our clients’ best interests at heart in every action we take.

Innovation: Forward Focused Thinking

We encourage and reward “forward focused thinking” that keeps our clients ahead of the curve. ARGI team members are encouraged to speak up if they see an opportunity for improvement or have a new idea. We embrace the use of technology to improve our efficiencies in the delivery of cutting-edge services.

Education: Knowledge is the Root of our Foundation

Every member of our team is in a perpetual state of learning. We expand our knowledge by offering continuing professional education, seminars, and our own internal training program. We take great care to answer our clients’ questions and provide opportunities for everyone to stay informed on our ever-changing financial world.

Accomplishments*

2016

One of the 101 Best & Brightest Companies to Work For in the Nation (based on employer & employee surveys, employee benefits, retention, and other factors.  Paid application fee to participate.)

Business First Business of the Year – Medium Category (based on revenue growth, community impact, and other factors)

2015

GLI’s Inc. Credible Small Business of the Year (based on revenue growth, business accomplishments, and community impact)

2014 – 2016

Financial Times Top 300 Registered Investment Advisors (based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300)

2012 – 2017

ARGI named one of the Best Places to Work in Kentucky (Best Companies Group, based on employer and employee surveys, paid application fee to participate)

2010 – 2016

Ranked in Business First’s Fast 50 (based on three-year revenue growth and other factors)

2009 – 2016

One of Inc. 5000’s Fastest Growing Private Companies in America (based on three-year revenue, entry fee paid to participate)

2014

Managing Partner Joe Reeves selected as an Ernst & Young Entrepreneur of the Year Finalist for South Central Ohio & Kentucky (based on professional accomplishments and community involvement)

2013

Named Business First’s Small Company of the Year (based on revenue and other judging criteria)

Awarded Republic Bank’s We Care Award (based on community involvement and charitable giving)

Ranked #7 by Forbes, Top 50 Wealth Managers, Emerging RIAs category (based on AUM growth from 2011 to 2012)

2012

Ranked # 18 Fastest Growing RIA Firms in America (Financial Advisor Magazine, based on percentage of growth in assets from 2010-2011)

 

* None of these awards are based on investment performance in any way.

The Founders and History of ARGI

ARGI was established in 1995, under the name R.D.B, Inc., a franchise of American Express Financial Advisors. In 2001, R.D.B., Inc., was renamed Advisor’s Resource Group, Inc. In 2003, ARGI separated from American Express, teamed up with independent broker dealer National Planning Corporation, and began using the name ARGI Financial Group, which became the official name in November, 2005. In January 2010, ARGI Investment Services LLC officially became a SEC Registered Investment Advisor. This decision was made in accordance with our firm’s philosophy of striving to provide objective advice. Our recommendations are always based on our clients’ best interests, never on commissions or product trends.

Today ARGI has grown to over 130 employees, and we have expanded our services to include tax, business management and accounting, insurance solutions, corporate education, and retirement plan services. We have also opened additional branches outside our home state of Kentucky, serving clients across the country.

For over two decades, ARGI has embraced the same values and has provided its clients with prudent advice, combined with dedicated support and execution.

Louisville

2110 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42104
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Norwalk

101 Merritt 7 Corporate Park
Third Floor
Norwalk, CT 06851
866.568.9719

Elizabethtown

1690 Ring Road
Suite 110
Elizabethtown, KY 42701
866.568.9719

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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