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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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    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
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    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
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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.

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