Who We Serve

We Are People Serving People.

We take time to develop deep and strong personal releationships

We focus on helping business owners, executives, institutions, retirees, medical professionals, and other successful people from all walks of life create sound financial plans to help them save for retirement, preserve, and spend their nest egg and leave a legacy for the next generation. 

Our mission is simple: to develop deep and strong personal relationships with the families we serve, whether they are in the bluegrass of Kentucky, the beaches of Florida or the deserts of California.  We dedicate ourselves to bringing care and attention to your personalized financial plan throughout all stages of your life. 

Business Owners

Business owners and entrepreneurs face unique financial planning challenges. They need advice on how to provide for their families and those that work for them while growing their wealth. Business cycles make revenues uneven and market forces can create challenging landscapes. Most business owners and entrepreneurs are focused on the growth of their businesses and often don’t have time to manage their personal finances. 

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Healthcare Professionals

Knight Wealth Advisors is honored to assist many healthcare professionals with their individual financial planning goals. We look forward to helping you with yours.

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Individuals and Families

Knight Wealth Advisors takes pride in getting to know the families we serve. We take time to get to know you and your personal situation. Unlike advisors that utilize an asset-gathering approach which place you in a series of mutual funds and moves to the next client, we build our strategies in house and tailor them to meet your needs.

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Knight Wealth Advisors’ processes define our financial planning approach.
Our approach centers on You!

Wondering where the journey with knight wealth advisors begins?

We Meet You Where You Are!

Take the Next Step Toward Financial Planning with KWA

How Can We Help?

Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services

Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which the are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for he content of any website or the collection or use of information regarding any website’s users and/or members.

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