Centerline Wealth Advisors, LLC

About Centerline Wealth Advisors, LLC

<p>From its Louisville base in the greater Kentuckiana region, this fee-only registered investment advisor works with individuals, families, physicians, and business owners on long-term financial decisions.</p> <p>Founded in 2015, Centerline Wealth Advisors, LLC provides fiduciary financial planning and wealth management, including retirement planning, tax planning, college planning, and business exit planning through its Biz2Beach&trade; process. The firm also advises on corporate retirement plans and offers <a href="/plan-advisors">plan advisor</a> services as a 3(21) fiduciary.</p> <p>Centerline reported $0.3B in AUM (2026). Client assets are custodied at Charles Schwab, and the firm has a strategic partnership with Dynasty Financial Partners for platform and product access.</p> <p>One point that sets Centerline apart is its combination of a fee-only fiduciary model with a defined exit-planning offering (Biz2Beach&trade;) for business owners.</p> <ul> <li>Fee-only fiduciary advice with transparent fee structures</li> <li>3(21) fiduciary support for corporate retirement plans</li> <li>Retirement, tax, and college planning</li> <li>Business exit planning (Biz2Beach&trade;)</li> <li>Custody through Charles Schwab; partnership with Dynasty Financial Partners</li> </ul>

Website: https://www.centerlinewealth.com/

Founded: 2015