Transparency &
Independence

 

Independent with No Bank, Insurance or Broker Affiliation

Fee-only Investment Compensation

Comprehensive Planning Included

Fiduciary

Team Approach

Independent Analysis

Communication / Education

 

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A True Fiduciary

At Tatro Capital we help clients identify and achieve their financial goals through proper planning and focused execution. We are a true fee-only fiduciary, always putting the best interest of our clients before our own. We adhere to time-tested, proven methodologies of financial and estate planning in order to achieve quantifiable goals from which our wealth management and investment process takes shape.

Service Offerings

Tatro Capital is a full service financial and retirement planning firm. We provide fee-only discretionary investment and wealth management services for individuals and families along with affordable and efficient retirement solutions for small businesses. Over the past 15 years we have utilized Charles Schwab as our primary custodian in order to provide the highest levels of security and complete transparency when it comes to overseeing your investments. We operate as an independent adviser free from the traditional broker-dealer ‘product-machine.’ We do not sell or market ancillary products or services such as insurance or annuities, nor do we utilize investment vehicles with loaded fees adding additional, unnecessary expenses to your investment portfolio.

History

Founder Quint Tatro is a third generation financier from New York. In 2001, he left the family business, relocating to his alma mater state and sought to develop a firm that truly offered unbiased, integrity driven guidance with the same financial expertise as a Wall Street adviser. Over the years Tatro Capital has slowly become one of the premier boutique retirement planning firms in the mid-west. With a team approach, the firm helps clients identify and quantify their financial life goals and then work to achieve those goals through a low-cost, fee only solution.

Office Locations

Greater Lexington:
(859) 881-0777
146 Deweese St.
Lexington, KY 40507

Louisville Office:
(502) 365-5960
9900 Corporate Campus
Louisville, KY 40223

E-mail – Info@TatroCapital.com

Toll-Free – 855-881-0777