About Us


Our Company was founded on the idea of helping those in need and desire to grow and transfer a legacy of success in their financial lives. Ever since our organization was established, we have endeavored to provide help where the need is greatest.


Our Team has over 20 years of expereince in the financial industry.  


Our Desired Result is to help people to Protect, Save, Grow,a and Transfer thier Wealth without the fear of lost in the stock market through comprehensive education and relationship building.


Our Purpose at Legacy Wealth Compendium can help you take your God given vision from ideas to reality through our strategic life planning, capital stewardship planning, and comprehensive financial planning strategies through our Legacy Wealth Book.


The Financial Legacy Life Pyramid

True Diversification of Intergrated Planning

Looking at Your Financial Life Cycles for Great Opportunites

Generous Giving and Advocacy Relationships:

National Education Association (NEA)

International Congress of Churches and Ministers World Ministries (ICCM)

Save A Church USA, Inc.

Dunamis World Outreach Church International (DWOCI)

Biblical Stewardship Ministries, Inc. (The Timothy Plan, Inc.)

Boys and Girls Club of America Louisville, KY

Junior Achievement Louisville KY

Financial Services Institute, Inc.( F.S.I.)

National Association Insurance Financial Advisors Association (NAIFA)

Greater Louisville, Inc. (GLI)

Sports Management World Wide, Inc. (S.M.W.W.)

Sports Financial Advisors Association (S.F.A.A.)

National Network of Accountants (NNA)

Canadian Football League Players Association (CFLPA)

Entrepreneurial Foundation of America, Inc.

Bethel Community Development Corporation, Inc.

Louisville Central Community Centers, Inc.

Louisville Community Development Corporation, Inc.

Home Free USA, Inc.

Federal HUD Housing Authority Agency               

…Just to name a few over the years…


Contact Us Today!

Legacy Wealth Compendium Group, LLC
2203 River Road, Suite A
Louisville, Kentucky 40206

Phone: +1 502-896-5873

Fax: +1 502-716-5893

E-mail: info@legacywealthcompendium.com