# Centerline Wealth Advisors, LLC
Source: https://planprovider.pro/provider/centerline-wealth-advisors-llc

> From its Louisville base in the greater Kentuckiana region, this fee-only registered investment advisor works with individuals, families, physicians, and bus…

Retirement Plan Advisor

Louisville, KY

## 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/](https://www.centerlinewealth.com/)

Founded: 2015

## Office Locations

- Louisville, KY (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $322.1M

## Other Retirement Plan Advisors in KY

- [Horan Capital Advisors, LLC](https://planprovider.pro/provider/horan-capital-advisors-llc) - Cincinnati, OH

- [Family Wealth Planning Partners](https://planprovider.pro/provider/family-wealth-planning-partners) - Louisville, KY

- [Blvd Private Wealth, LLC](https://planprovider.pro/provider/blvd-private-wealth-llc) - Prospect, KY

- [Wrenne Financial Planning LLC](https://planprovider.pro/provider/wrenne-financial-planning-llc) - Lexington, KY

- [Joule Financial, LLC](https://planprovider.pro/provider/joule-financial-llc) - Lexington, KY

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Teeple Wealth Management, LLC](https://planprovider.pro/provider/teeple-wealth-management-llc) - Brownsburg, IN

- [Landmark Financial Advisors, LLC](https://planprovider.pro/provider/landmark-financial-advisors-llc) - Bowling Green, KY

- [Stegner Investment Associates INC](https://planprovider.pro/provider/stegner-investment-associates-inc) - Louisville, KY

- [Keystone Financial Group, LLC](https://planprovider.pro/provider/keystone-financial-group-llc) - Lexington, KY

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/centerline-wealth-advisors-llc)

&copy; 2026 PlanProvider.Pro