ARGI Financial Group, a US-based financial planning firm, has acquired KD Fiduciary Asset Management, a Louisville independent investment firm.
The purchase will better serve the needs of each company’s clients by providing a broader scope of services and infrastructure.
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"The acquisition of KD Fiduciary represents an important strategic opportunity to enhance our retirement plan offering. We are furthering our commitment to working with businesses and business owners by making sure we are on the leading edge with our Qualified Plan market offerings and the highest fiduciary standards," states Senior Partner Ron Butt. Butt added, "The integration of KD Fiduciary into ARGI will take place over the next few months. Our clients will not only continue to receive the same high quality service which they have to come expect, but ARGI will now have the experience needed to provide superior pension consulting services to much larger corporate retirement plans."
KD Fiduciary’s previous owner, Kristin Dunlevy, Accredited Investment Fiduciary, is joining ARGI as the Qualified Plan Services Manger. Kristin has over 25 years of financial industry experience. As owner of KD Fiduciary, she helped enhance clients’ qualified retirement plans and fulfill their fiduciary responsibilities. Her experience and knowledge of best practices for large ERISA plans will enable ARGI to enhance their Qualified Plan Services offerings and provide a higher level of service to plan sponsors and participants.
"Merging with ARGI will provide my clients access to additional talent and resources including comprehensive financial planning, executive services, risk management and succession planning for businesses, from an extremely credentialed team, which will benefit many of them significantly. I am extremely excited and honored to be inducted to this world-class organization."
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