MoneyLife Partners

EST. AUM
$54,000,000

CONTACTS

CLIENT ACCOUNTS
223

Firm Details

Metro area Louisville
CRD Number 289097
Website moneylp.com
Client types

Overview

MoneyLife Partners, Inc. is a Louisville, Kentucky-based independent, fee-based, fiduciary investment advisory and financial planning firm founded and led by Michael H. Gross, CFP®, QPFC, CEBS®, ChFC®, CASL®, MSFS — a credentialed financial professional with over 25 years of industry experience. The firm delivers comprehensive wealth management across four core service lines: financial planning, investment planning, asset management, and retirement management, serving individuals, families, retirees, and business owners throughout the Louisville metro area. Advisory services are offered through Cambridge Investment Research Advisors, Inc. (CIRA), a Registered Investment Adviser, with MoneyLife Partners and CIRA operating as unaffiliated entities. Clients access portfolios through Charles Schwab's Schwab Alliance platform, supported by MoneyGuide Pro for financial planning. Michael Gross specializes in qualified and non-qualified retirement plans, executive compensation, employee group benefits, philanthropic giving, and business succession planning, and has served as a financial planning educator for several of the region's largest employee groups.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

MoneyLife Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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