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Advantage Investment Management
Advantage Investment Management is a strategic wealth planning and investment management company founded in 2005. The firm is based in Louisville, Kentucky,...
Advantage Investment Management
Advantage Investment Management is a strategic wealth planning and investment management company founded in 2005. The firm is based in Louisville, Kentucky, and provides financial planning and wealth management guidance to families and businesses. The team has nearly 75 years of combined experience in financial planning and wealth management.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Louisville
Corporate office
2319 Lime Kiln Lane, Suite A, Louisville, KY 40222, United States
Principals
Don Garton
CFP®, ChFC®, CRPs®
Billy Fowler
Michael Garton
Lisa Heffley
Frequently asked questions
Who runs investment decisions at Advantage Investment Management?
Don Garton leads the firm as its senior advisor, holding CFP, ChFC, and CRPs designations. The team includes Billy Fowler, Michael Garton, and Lisa Heffley, though specific portfolio-management responsibilities are not publicly delineated on the firm's website.
In which asset classes does AIM typically invest client portfolios?
The firm describes building personalized portfolios from a data-informed process; client testimonials reference ongoing discussions about risk tolerance, value-based preferences, and market trends. Specific asset classes are not enumerated on the site, though retail advisory portfolios commonly include equities and fixed income.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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