Important regulatory information about PLC Wealth Partners LLC and the use of this website.
Last updated: July 21, 2026
PLC Wealth Partners LLC is a state-registered investment adviser (CRD #343192) with its principal office in Jeffersonville, Indiana. Registration as an investment adviser does not imply any level of skill or training, and does not constitute an endorsement by any regulator. PLC Wealth Partners provides advisory services only in jurisdictions where it is properly registered or exempt from registration.
The content on this website is provided for general informational purposes only and does not constitute personalized investment, tax, or legal advice. Nothing on this site should be interpreted as an offer or solicitation to sell, or a solicitation of an offer to buy, any security or investment product, in any jurisdiction where such offer or solicitation would be unlawful.
PLC Wealth Partners is compensated solely through fees paid directly by clients (flat fee, retainer, or assets under management) and does not receive commissions or third-party compensation for product sales. As a fiduciary, PLC Wealth Partners is obligated to act in the best interest of its clients at all times.
Financial planning and investment advice involve risk, including the possible loss of principal. Past performance is not indicative of future results, and no statement on this website should be construed as a guarantee or promise of future performance, profit, or outcome.
This website may contain links to third-party websites or tools, including Calendly for scheduling. Insertion of a link does not constitute an endorsement, sponsorship, or recommendation by PLC Wealth Partners of the linked site, its owner, or any products or services offered there. PLC Wealth Partners is not responsible for the content, accuracy, or privacy practices of third-party sites.
Additional information about PLC Wealth Partners LLC, including its business practices, fees, and any disciplinary history, is available in its Form ADV Part 1 and Part 2A/2B, available at the bottom of this website or directly through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov using CRD number 343192.
Communications sent through this website (including contact forms and scheduling tools) are not guaranteed to be secure or confidential. Please do not send sensitive personal or account information through unencrypted email or web forms.
If you have a question or concern about PLC Wealth Partners' services, please contact us directly at intro@plcwealthpartners.com or (502) 694-6665. You may also contact your state securities regulator with any complaint.