Two Local Financial Firms Join Forces
Elizabethtown, KY, January 26, 2019 --(PR.com)-- ARGI and Stiles, Carter & Associates, CPAs, P.S.C., are pleased to announce a merger agreement, offering expanded financial services for the Central Kentucky region.
ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown native, Jason Waters, CFP® realized the need for holistic financial advisory services in a rapidly growing community. Since then, ARGI Elizabethtown has grown its client base, and extended its staff by focusing on a comprehensive, goal-driven approach to financial advice.
While ARGI’s headquarters does provide tax and business services through its affiliates ARGI CPAs and Advisors, PLLC, and ARGI Business Services, LLC, Waters believes it is important to provide Central Kentucky clients with full access to all areas of financial services, specifically from a local resource.
For over 40 years, Stiles, Carter has been providing tax and accounting services to clients in the Elizabethtown community. After a merger with Bardstown CPA firm, Blandford & McCubbins, CPA’s, PLLC in 2016, the firm extended its reach further into Central Kentucky.
“We are very excited to join ARGI and believe this relationship will bridge a gap for our clients, without having to sacrifice the level of service they have become accustomed to for the last 43 years. Over the past several months, Stiles, Carter and ARGI have built a relationship and discovered that we are more alike than we are different. The unity in belief systems, values and our company cultures will not only benefit our clients, but our employees as well,” says Stiles, Carter & Associate’s CEO, Chris Carter, CPA.
“We are looking forward to cultivating this partnership,” explains Jason Waters, CFP®. “What started as a conversation over dinner has grown to an opportunity to provide expanded services, additional support, and convenience for both company’s clients – we are better together than we are separate.”
“Both ARGI and Stiles, Carter have the same core beliefs of collaboration, integrity, and personal service,” says Joe Reeves, CFP®, and CEO of ARGI. “We couldn’t have asked for a better alignment of culture and community between our two organizations. For us, people matter, and we believe that this merger will provide our clients, and our team, with a solid resource of financial professionals for Hardin County, Nelson County, and the surrounding areas.”
About Stiles, Carter & Associates
Since 1975, Stiles Carter & Associates has been providing a full array of financial accounting, auditing, tax consulting, small business and other specialty services, tailored to meet individual client needs and goals. Originally founded by Ted Stiles and Ben Carter, the firm has grown to a staff of over 45, including 18 Certified Public Accountants.
Stiles, Carter & Associates is a proud member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.
About ARGI
Over the past two decades, ARGI has grown to nine offices in five states**. They’ve made the Inc. 5000 list of Fastest Growing Private Companies in America for nine consecutive years (2009-2018)*, were named the 2016 Business First Company of the Year – Medium Category, one of the country’s 101 Best and Brightest Places to Work For*, and most recently named one of Kentucky’s Best Places to Work for the seventh consecutive year.*
ARGI has provided personal and business financial services to corporate executives, business and practice owners, and their families for over 20 years**. ARGI’s team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, a Registered Investment Advisor; tax planning through ARGI CPA and Tax Advisors; insurance solutions through Advisor Insurance Solutions; and business services through ARGI Business Services, all of which are divisions of ARGI Financial Group.
For more information about ARGI, visit www.argi.net or contact
Emily Trujillo at (502) 753-0609, emilytrujillo@argi.net
*Best Companies Group and Best Places to Work, based on employer and employee surveys; *Inc. 5000 based on three-year revenue growth; *101 Best and Brightest based on employer and employee surveys; *paid application to participate. None of our awards are indicative of investment performance in any way.
**RDB Inc. was formed in 1995 and later changed to Advisors Resource Group Inc. In 2003, the name was amended to ARGI Financial Group to better reflect the services offered to our clients. ARGI Investment Services was registered as an Investment Advisor in 2010.
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.
ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown native, Jason Waters, CFP® realized the need for holistic financial advisory services in a rapidly growing community. Since then, ARGI Elizabethtown has grown its client base, and extended its staff by focusing on a comprehensive, goal-driven approach to financial advice.
While ARGI’s headquarters does provide tax and business services through its affiliates ARGI CPAs and Advisors, PLLC, and ARGI Business Services, LLC, Waters believes it is important to provide Central Kentucky clients with full access to all areas of financial services, specifically from a local resource.
For over 40 years, Stiles, Carter has been providing tax and accounting services to clients in the Elizabethtown community. After a merger with Bardstown CPA firm, Blandford & McCubbins, CPA’s, PLLC in 2016, the firm extended its reach further into Central Kentucky.
“We are very excited to join ARGI and believe this relationship will bridge a gap for our clients, without having to sacrifice the level of service they have become accustomed to for the last 43 years. Over the past several months, Stiles, Carter and ARGI have built a relationship and discovered that we are more alike than we are different. The unity in belief systems, values and our company cultures will not only benefit our clients, but our employees as well,” says Stiles, Carter & Associate’s CEO, Chris Carter, CPA.
“We are looking forward to cultivating this partnership,” explains Jason Waters, CFP®. “What started as a conversation over dinner has grown to an opportunity to provide expanded services, additional support, and convenience for both company’s clients – we are better together than we are separate.”
“Both ARGI and Stiles, Carter have the same core beliefs of collaboration, integrity, and personal service,” says Joe Reeves, CFP®, and CEO of ARGI. “We couldn’t have asked for a better alignment of culture and community between our two organizations. For us, people matter, and we believe that this merger will provide our clients, and our team, with a solid resource of financial professionals for Hardin County, Nelson County, and the surrounding areas.”
About Stiles, Carter & Associates
Since 1975, Stiles Carter & Associates has been providing a full array of financial accounting, auditing, tax consulting, small business and other specialty services, tailored to meet individual client needs and goals. Originally founded by Ted Stiles and Ben Carter, the firm has grown to a staff of over 45, including 18 Certified Public Accountants.
Stiles, Carter & Associates is a proud member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.
About ARGI
Over the past two decades, ARGI has grown to nine offices in five states**. They’ve made the Inc. 5000 list of Fastest Growing Private Companies in America for nine consecutive years (2009-2018)*, were named the 2016 Business First Company of the Year – Medium Category, one of the country’s 101 Best and Brightest Places to Work For*, and most recently named one of Kentucky’s Best Places to Work for the seventh consecutive year.*
ARGI has provided personal and business financial services to corporate executives, business and practice owners, and their families for over 20 years**. ARGI’s team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, a Registered Investment Advisor; tax planning through ARGI CPA and Tax Advisors; insurance solutions through Advisor Insurance Solutions; and business services through ARGI Business Services, all of which are divisions of ARGI Financial Group.
For more information about ARGI, visit www.argi.net or contact
Emily Trujillo at (502) 753-0609, emilytrujillo@argi.net
*Best Companies Group and Best Places to Work, based on employer and employee surveys; *Inc. 5000 based on three-year revenue growth; *101 Best and Brightest based on employer and employee surveys; *paid application to participate. None of our awards are indicative of investment performance in any way.
**RDB Inc. was formed in 1995 and later changed to Advisors Resource Group Inc. In 2003, the name was amended to ARGI Financial Group to better reflect the services offered to our clients. ARGI Investment Services was registered as an Investment Advisor in 2010.
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.
Contact
ARGI
Emily Trujillo
502-753-0609
www.argi.net
Emily Trujillo
502-753-0609
www.argi.net
Contact
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