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ARGI Financial Group acquires KD Fiduciary Asset Management

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ARGI Financial Group, a Louisville, Kentucky-based financial planning firm, has acquired KD Fiduciary Asset Management, a Louisville independent investment firm.

 
“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,” says senior partner Ron Butt (pictured). “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 is joining ARGI as the qualified plan services manger. Dunlevy has over 25 years of financial industry experience. As owner of KD Fiduciary, she helped enhance clients’ qualified retirement plans and fulfil their fiduciary responsibilities.
 
“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,” says Dunlevy. “I am extremely excited and honoured to be inducted to this world-class organisation.”

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