Discover the Difference of Private Wealth Management

Have you outgrown your current financial advisor?
Do you need the specialized services of our Private Client Group or Family Office?

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Named as one of the “Top 50 Wealth Managers – Giant RIA’s” by Forbes1
Also named to Investment News’s annual list of top RIA’s in the United States2

Our Founder is a also a proud Founding Member of Independent Financial Partners – a nationwide firm – and serves on their Advisory Board. As a leading nationwide firm our clients benefit from IFP’s large enterprise scale, strategic partnerships and experts from across the country who we work with to provide our clients with a muti-disciplinary approach.

Here are just a few of the reasons we are proud to be a part of Independent Financial Partners.

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1- Ranked on May 14, 2013.
2- Taking the 37th spot on August 15, 2012.

CEFEX, the Centre for Fiduciary Excellence, LLC, an fi360 company, has certified Bosch Financial and IFP Plan Management of Florence, KY to the standard described in the handbook “Prudent Practices® for Investment Advisors.”

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Empowering Family Legacies

Tailored Family Office Services, Powered by Our Partnership with BNY Mellon

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Private Client Group for Accredited Investors

Multi-Family Office for Qualified Purchasers

Individuals

We will help you create a personalized financial plan, implement those strategies and monitor your progress. We will serve as investment fiduciaries on your advisory account and manage your portfolio based on the highest global fiduciary standards.
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401-k / 403-b Plan Participants

At IFP Plan Management, we assist you in developing a retirement plan, implementing those strategies, tracking your progress and managing your company sponsored 401-(k)/403-(b) Plan.

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Employers

Our advisors will serve as a 3(21) ERISA Fiduciary for your 401-(k)/403-(b) Plan. We will also provide your employees access to objective, professional management of their company sponsored retirement plan at no cost to the employer.
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Steward Your Wealth with Confidence

Experience personalized wealth management with an independent, fiduciary-focused team dedicated to your financial success.

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  • Personal Fiduciary Investment Management Services
  • Investment Management Services For 401-(K) / 403-(B) Plans
  • Retirement Plan Analysis
  • Endowment, Foundation & Scholarship Fund Fiduciary Services
  • Employers

Learn More About Personal Fiduciary Investment Management Services

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