ELIZABETHTOWN, Ky. — ARGI and Stiles, Carter & Associates have announced a merger agreement, offering expanded financial services for the Central Kentucky region.
ARGI, a Louisville-based personal and business financial advisory firm, opened its doors in Elizabethtown in 2016 when hometown native, Jason Waters, CFP, realized the need for holistic financial advisory services in a rapidly growing community. Since then, ARGI Elizabethtown has grown its client base, and extended its staff by focusing on a comprehensive, goal-driven approach to financial advice.
While ARGI’s headquarters does provide tax and business services through its affiliates ARGI CPAs and Advisors, PLLC, and ARGI Business Services, LLC, Waters believes it is important to provide Central Kentucky clients with full access to all areas of financial services, specifically from a local resource.
For over 40 years, Stiles, Carter has been providing tax and accounting services to clients in the Elizabethtown community. After a merger with Bardstown CPA firm, Blandford & McCubbins, CPA’s, PLLC in 2016, the firm extended its reach further into Central Kentucky.
“We are very excited to join ARGI and believe this relationship will bridge a gap for our clients, without having to sacrifice the level of service they have become accustomed to for the last 43 years,” said Stiles, Carter & Associate’s CEO, Chris Carter. “Over the past several months, Stiles, Carter and ARGI have built a relationship and discovered that we are more alike than we are different. The unity in belief systems, values and our company cultures will not only benefit our clients, but our employees as well.”
“We are looking forward to cultivating this partnership,” said Waters. “What started as a conversation over dinner has grown to an opportunity to provide expanded services, additional support, and convenience for both company’s clients – we are better together than we are separate.”
“Both ARGI and Stiles, Carter have the same core beliefs of collaboration, integrity, and personal service,” says Joe Reeves, CEO of ARGI. “We couldn’t have asked for a better alignment of culture and community between our two organizations. For us, people matter, and we believe that this merger will provide our clients, and our team, with a solid resource of financial professionals for Hardin County, Nelson County, and the surrounding areas.”