Makes all the difference

Our team’s consultative process helps clients clarify their current financial situation, identify challenges and create a comprehensive plan. We have the resources and experience to fully understand the markets and build highly customized solutions. We collaborate with our clients’ other trusted advisors, as well as our network of professionals, leading the effort to develop one integrated approach.

Seth Baliban, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MD
  • MN
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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