Who We Serve
We Are People Serving People.
We take time to develop deep and strong personal releationships
Our mission is simple: to develop deep and strong personal relationships with the families we serve, whether they are in the bluegrass of Kentucky, the beaches of Florida or the deserts of California. We dedicate ourselves to bringing care and attention to your personalized financial plan throughout all stages of your life.
Individuals and Families
Life moves fast—careers, kids, aging parents, big goals. We listen first, then build a clear plan for saving and investing, protecting income and loved ones, funding education, preparing for retirement, and making sure your wishes are honored. Simple action steps, ongoing check‑ins, and coordination with your CPA and attorney keep everything on track as life changes.
Business Owners
Running a company means serving customers, leading a team, and making tough calls—so personal planning often gets pushed aside. We help protect what you’ve built, design competitive retirement and benefit plans, invest beyond the business to grow your personal wealth legacy, and map a practical path to growth and eventual exit or succession. Clear next steps, ongoing check-ins, and coordination with your CPA and attorney keep everything moving while you stay focused on the business.
Healthcare Professionals
Your time is limited, and your financial life can get complicated fast. We help you tackle the essentials—choosing the right student loan path, making the most of your benefits and retirement plan, putting the right insurance in place to protect your income, and building savings and investments outside the practice. If you’re considering joining, buying into, or starting a practice, we’ll help you think through the numbers and the trade‑offs. We coordinate with your CPA and attorney, offer flexible scheduling, and give you clear next steps—so your plan supports both your career and your life.
Individuals and Families
As your family’s wealth grows, so do the decisions—multiple accounts, competing goals, and more at stake with every move you make, and we know it’s exhausting. We help you get organized and intentional, turning your financial life into a coordinated strategy that’s easy to follow and built to evolve as life changes.
We help you clarify priorities and build a plan that ties everything together—retirement readiness, major purchases, education funding, cash reserves, and the life you want now while protecting the future. Then we align your investment strategy to your goals, time horizon, and comfort with volatility, using a disciplined approach so decisions stay purposeful, not emotional.
We help you protect what you’re building and plan for what’s next by coordinating risk management, insurance, and estate planning details so your accounts, beneficiaries, and documents work together as intended. We also stay engaged—coordinating with your CPA and attorney and providing ongoing reviews to keep your strategy aligned through changes, milestones, and opportunities to give.
What This Typically Includes
- Comprehensive financial planning with clear priorities, action steps, and ongoing reviews
- Investment management aligned to your goals, time horizon, and volatility profile
- Retirement income planning and distribution strategy
- Education funding guidance and multi-goal planning
- Risk management planning for life, disability, long-term care, and liability considerations
- Estate planning coordination plus beneficiary and account-titling review
- Charitable giving strategies including donor-advised funds and other legacy options
Disclosure
Knight Wealth Advisors and LPL Financial do not provide legal or tax advice.
Business Owners
Owning a business means constantly balancing growth with real-life responsibilities—employees, family, and day-to-day demands that never slow down—and it’s easy for your finances to become another full-time job. We help you put a steady, organized strategy behind the scenes, so you can focus on running your company while your personal plan stays on track.
We help you connect your business and personal finances, so decisions are not made in silos. That includes aligning priorities, strengthening risk management, and designing retirement and benefit plans that support your team and your long-term goals.
Because your business may be your largest asset, we help you build wealth beyond it—creating a clear saving and investing strategy outside the company so you have liquidity and flexibility without relying on a future sale.
When you are thinking about growth, succession, or an eventual exit, we help you evaluate trade-offs, run scenarios, and plan ahead. We coordinate with your CPA and attorney and stay engaged with ongoing reviews as your business and life evolve.
What This Typically Includes
- Retirement and benefit plan design for owners and employees
- Personal investing and wealth-building outside the business
- Insurance and risk management to protect income, family, and enterprise value
- Succession and exit planning support coordinated with your CPA and attorney
- Ongoing accountability and plan updates as your business and life evolves
Disclosure
Knight Wealth Advisors and LPL Financial do not provide legal or tax advice.
Healthcare Professionals
You put years into training, often with significant student debt and a late start to higher earnings—then life speeds up fast, and there’s simply no time to stay on top of every moving piece. We help you turn that complexity into a clear plan, so you can make confident decisions without having to become a financial expert.
We help you prioritize the biggest levers first—student loans, benefits and retirement plans, and a disciplined investment approach—so your money keeps working even when you’re busy. As income rises, we help you stay intentional, avoid costly distractions, and strengthen protection planning so an illness, disability, or unexpected loss does not derail your family’s future.
When major career decisions come up, we help you compare options and understand the trade-offs. We coordinate with your CPA and attorney and stay engaged with ongoing reviews as your life and career evolve.
What This Typically Includes
- Student loan strategy including Public Service Loan Forgiveness evaluation and payoff planning
- Benefits and retirement plan guidance to help you catch up after training
- Investment planning with clear rules and accountability
- Risk management planning for disability, life, long-term care, and umbrella liability considerations
- Career transition guidance coordinated with your CPA and attorney
- Estate planning coordination and beneficiary review to keep your plan consistent
Disclosure
Knight Wealth Advisors and LPL Financial do not provide legal or tax advice.
Knight Wealth Advisors’ processes define our financial planning approach.
Our approach centers on You!
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Services We Provide
Stages of Financial Planning
84 Plantation Dr.
Paducah, KY 42001
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Office Hours
Monday - Thursday
8:00AM - 4:00PM
Friday
8:00AM - 3:00PM
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Knight Wealth Advisors is not a registered broker/dealer. Please note that not all of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. FINRA/SIPC