Anita Loy, CFP®
Wisdom for Your Journey
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Inspire Private Wealth Management
Anita Loy, CFP®
Louisville, KY
Serving Clients Nationwide
Wisdom for Your Journey
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Anita Loy, CFP®
Hi, I'm Anita Loy. As the founder and principal advisor at Inspire Private Wealth Management, my purpose is to walk alongside you as you walk through life, helping you find peace in your today and your tomorrow!I'm a CFP® professional and specialize in serving physicians, nurses, medical professionals, professors & entrepreneurs.
We are an entirely independent firm dedicated to replacing your financial anxiety with newfound confidence. We specialize in retirement planning, financial planning and investment management to help individuals and couples in Kentucky adequately prepare for the years ahead.
Our mission is to walk with you on your financial journey — so you can experience the peace of mind that comes from having wise guidance along the way.
Wherever you are at this point and time, there’s a way to find peace of mind around your money. We’re here to facilitate that process by helping you understand your options and clarify strategies that can bring your vision to life.
Let's setup a time to meet! Click the 'Book Intro Call' button on this page and complete the brief form to schedule a conversation.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1717 Alliant Ave, Ste 8 Louisville, KY 40299
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Inspire Private Wealth Management
Guidance. Family. Education. These are the core values of Inspire Private Wealth Management. We aren’t money managers, but we can guide you through the curveballs life can throw at you!We don’t just look at the numbers, but instead look at the whole story. Through this story we are able to create a plan tailored to our clients and their goals. We don’t believe in the buzzwords, but instead believe that the power of education can help maximize our client’s success.
✔️ Wealth Creation
✔️ Tax Strategies
✔️ Retirement Income Solutions
✔️ Asset Management
✔️ Wealth Transfer
✔️ Insurance Review
Let’s get started in helping you construct a diversified investment portfolio to help achieve your goals and live the life you deserve. Call Inspire Private Wealth Management today, send us an email, or click the 'Book Intro Call' button above and fill out the form to contact us. We look forward to working with you.
Education
Bellarmine University, Bachelor of Science (BS), Actuarial Science | University of Louisville, Master of Business Administration (MBA)
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Educators
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
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