Banking & Finance

Kentucky wealth management firm now in GR

July 4, 2014
| By Pete Daly |
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ARGI Financial Group, a Louisville, Ky., wealth management firm, announced last week it has opened an office in Grand Rapids.

The firm, which also has offices in Ohio and Indiana, said it has averaged 30 percent growth in each of the past four years, while the industry overall is averaging 6.5 percent annual growth. 

ARGI has been in business for almost 20 years, serving corporate executives, business owners and their families. The company specializes in integrating complex company benefits into financial plans, which can include retirement assessments, investment management, risk management, business services and consulting, and tax planning provided by another division of ARGI.

“Our expansion into Grand Rapids is extremely exciting,” said Senior Partner Ron Butt.

ARGI provides clients with a team of specialists in planning for education, risk management, investing, charitable giving and tax issues. The staff in Grand Rapids will include financial advisor Shari Hooper and her team from Cascade Financial Group.

“You have to embrace change. Without change, there’s no progress. I believe Grand Rapids has been ready for this kind of change for a while,” said Hooper.

For more information on ARGI, visit argi.net, and for more information on Hooper and her team, visit argi.net/GR.

The precursor to ARGI Financial Group was founded in 1995 in Louisville by Butt. In 2000, the name changed to Advisor’s Resource Group Inc. In 2009, ARGI moved its headquarters to an 18,000-square-foot facility in Louisville and, in 2010, officially became a Registered Investment Advisor with the SEC. The firm now has more than 70 employees; other offices are in Bowling Green, Cincinnati and Indianapolis.

ARGI is an independent, fee-based financial planning company with more than $820 million in assets under management. It has been on Inc. 5000’s list of Fastest Growing Private Companies in America five consecutive years, starting in 2009.

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