Meade County native returns home to launch new financial planning and investment firm in Brandenburg.
Pivot Point Wealth Planning, a financial planning and investment firm, today announced the opening of their office in Brandenburg, Kentucky. Pivot Point Wealth Planning works together with the families of Brandenburg and surrounding communities; primarily with Generation ‘X’ and Generation ‘Y’ clientele, and specializes in working with women who are or have experienced a major life change or transition to help them create financial stability and peace of mind.
The new office is being relocated to Brandenburg from Lexington; where owner Ryan Stith resided and worked as a financial advisor for the past 10 years. Pivot Point Wealth Planning offers personalized financial planning and investment management designed to provide clients with clear options to create a simple financial plan that aligns with their purpose and goals.
Owner and Financial Planner, Ryan Stith says “We are all on a financial journey guided by the actions and decisions we make along the way. Together, my clients and I will create a plan to help guide their financial decisions while keeping their ultimate destination in mind. Pivot Point Wealth Planning operates as an independent advisory firm. This gives us the ability to explore all possible solutions and provide personalized, transparent, and unbiased financial advice. The firm’s planning strategies and investment choices are focused solely on serving the best interests of our clients”. Stith goes on to say, “I love helping my friends, family, and neighbors in the community. And, even though my office is in Brandenburg, I founded Pivot Point with technology in mind and welcome the opportunity to work virtually with clients across the country.”
Pivot Point Wealth Planning is located at 512 Hillcrest Drive, Suite D, in Brandenburg, KY. Ryan Stith is an alumnus of Meade County High School and a graduate of the University of Kentucky with a B.B.A. in Finance and Management. He is currently pursuing his Certified Financial Planner (CFP) designation from The American College; expected completion March 2018.