PLC Wealth Partners is a fee-only financial planning firm serving first-generation high-earning professionals and business owners navigating equity compensation, tax strategy, and retirement.
Located in Louisville, KY · Serving clients nationwide
No product sales. No AUM minimums to start a conversation. Fiduciary, always.
PLC works with people navigating equity comp, complex taxes, and major financial decisions, often as the first in their family to earn a significant amount of income.
Certified Financial Planner
Chartered Financial Consultant
Six disciplines, one coordinated plan.
Modeling toward the number that lets you stop optimizing for income and start optimizing for time.
Learn More → 02A portfolio built around your actual goals and risk tolerance.
Learn More → 03Proactive, year-round strategy, reviewed throughout the year.
Learn More → 04The right coverage to protect your income and family, without over-buying.
Learn More → 05Wills, trusts, and beneficiaries coordinated so your plan holds up no matter what.
Learn More → 06Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), and concentration risk: a core part of every plan.
Learn More →My equity comp keeps vesting and I have no real plan for it. What should I actually be doing?
I'm maxing out my 401(k) and it still doesn't feel like enough. Am I actually on track?
We give regularly, but it's never been part of an actual strategy. How do we make it one?
I make good money but I couldn't tell you where it all goes. How do I build a plan without a spreadsheet obsession?
My company stock is a huge share of my net worth. How much risk am I actually carrying?
I'm the first in my family to make this kind of money, with no plan and pressure to help others. How do I plan for my future without losing sight of that?
Most advisors are paid to gather assets. We're paid to give advice, with different incentives from the start.
I started PLC to build a firm genuinely catered to the people I set out to serve, with the same care and generosity I'd want for my own family. It's also built for the long term: a practice I can steward well into the future.
Read Prince's Full Story →Each year, PLC directs a share of firm profits to organizations doing meaningful work in our community. If generosity matters to you, we'll build it into your plan deliberately.
of firm profits committed annually to charitable organizations and community giving, as a standing line item in the firm's budget.
A straightforward path from your first plan to ongoing partnership, with no surprises and no hidden asset-based fees.
One upfront fee covers your complete plan: retirement, stock comp, tax, and giving strategy.
Once your plan is live, choose a flat retainer for continued planning, or AUM management if you'd like PLC to manage your investments.
Every fee is agreed to in writing before work begins.
Awards & Recognition
