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Money Watch Advisors

EST. AUM
$329,735,069

CONTACTS
4

CLIENT ACCOUNTS
384

Firm Details

Metro area Louisville
CRD Number 107337
Website moneywatchadvisors.com
Client types

Overview

Moneywatch's sole focus is the client. The firm is independent, so it does not push a particular investment strategy. It is fee-based, meaning it is not rewarded by the transaction—only by the expert, long-term results it delivers. Moneywatch is a team of advisors, ready to help clients plan, invest, and manage their finances and their future. As the client's CFO, Moneywatch provides continuous advice on investments, consistent with the client's specific needs and financial objectives. The firm listens to clients to understand what success looks like for them and how it can help them achieve it. Moneywatch appreciates its clients and understands their situation, whether they are a longtime University of Kentucky employee, a young professional just starting to invest, or a widow who wants not just peace of mind but also a vibrant and rewarding next phase of her life.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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