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The Dorroh, Blake-Pearson Group


4801 Olympia Park Plaza
Suite 1000
Louisville, KY 40241

502-420-1400

Our Mission

We help clients make informed financial and investment decisions through sound advice, education, and service. We aim to give our clients the best possible guidance for how they want to live both today and tomorrow.

 

Our Investment Process

  • Meet with clients to explore current financial situation and gain understanding of needs, goals and expectations, and to define objectives, risk tolerance, and investment time horizon.

  • Analyze situation and tailor an investment strategy to fit the client.

  • Present investment and other financial recommendations.

  • Implement the plan in an effective and timely manner in collaboration with the client.

  • Monitor investments, meet periodically to review the client’s situation, and adapt strategy as needed to pursue long-term goals and objectives.

 “If you don’t know where you’re going, you’ll end up
someplace else.”     
-    Yogi Berra

 

 

Latest Video Client Alert
Newsletters
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    A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
  • Ten Year-End Tax Tips for 2017
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Five Myths About Group Disability Insurance
    You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
  • How can families trim college costs?
    Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
    
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.
 


Check the background of this financial professional on FINRA's BrokerCheck.