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Lightpath Wealth & Tax Advisors Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Lightpath Wealth & Tax Advisors is a Louisville, Kentucky-based independent financial services firm that assists individuals in developing retirement strategies using a range of investment and insurance products tailored to each client’s goals. The firm aims to provide education and guidance to help clients navigate the complex financial marketplace and reduce the noise often associated with financial decisions. Serving a target market seeking retirement planning support, Lightpath positions itself as a local advisor focused on personalized, objective advice rather than broad sales commitments. The company operates with a small professional team, reflecting its boutique service approach within the financial services industry.

Find Lightpath Wealth & Tax Advisors employees' phone numbers or email addresses

Lightpath Wealth & Tax Advisors Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Lightpath Wealth & Tax Advisors's Leadership

  • Stylized image of a person
    T. O.
    Accounting Director
    Mobile Phone

Lightpath Wealth & Tax Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Lightpath Wealth & Tax Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. O.
    Accounting Director
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Lightpath Wealth & Tax Advisors known for?

Minus sign iconPlus sign iconLightpath Wealth & Tax Advisors operates in the Financial Services industry. Explore Lightpath Wealth & Tax Advisors's company overview page for more information.

What is Lightpath Wealth & Tax Advisors's most common email format?

Minus sign iconPlus sign iconLightpath Wealth & Tax Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lightpath Wealth & Tax Advisors email formats with LeadIQ.

How many employees does Lightpath Wealth & Tax Advisors have currently?

Minus sign iconPlus sign iconLightpath Wealth & Tax Advisors has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lightpath Wealth & Tax Advisors's key employees and leadership?

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As of July 2026, Lightpath Wealth & Tax Advisors's key employees include:

  • Accounting Director: T. O.

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