The Russell Group

A disciplined approach to managing your wealth, and meeting the long-term needs of your family.

The Russell Group

As a long-tenured group, we understand how important it is for you to provide a quality life for the people you love. Balancing those financial demands along with life's challenges can seem overwhelming at times. The right professional relationship combined with a customized life plan can clarify your priorities and relieve you of undue worry and stress.

As your Family Wealth Advisor, we build a trusting relationship based on old-fashioned family values, giving you greater confidence in your family's future and enhancing your ability to manage the day-to-day demands of your financial life. Because we are a team, we're often asked to handle the financial affairs of several generations. That's why so many of our clients refer to us as their "Family CFO".

Our Proactive Quarterly Wealth Process encompasses:

  • Asset Management
  • Liability Management
  • Protective Strategies
  • Legacy Planning

Our clientele include individuals, families and corporations from the Louisville area and beyond. Our clients depend on us for:

  • Estate and trust planning
  • Comprehensive financial planning
  • Retirement planning
  • Discretionary investment portfolio management
  • Life insurance analysis and funding
  • College planning
  • Comprehensive 401K retirement plan services, including plan design, administration, ongoing investment options evaluation and employee education.

Group Members:

David B. Russell, Executive Vice President
Patricia Anderson, Vice President - Client Relations