Independent with No Bank, Insurance or Broker Affiliation
Fee-only Investment Compensation
Comprehensive Planning Included
Communication / Education
A True Fiduciary
At Tatro Capital we help clients identify and achieve their financial goals through proper planning and focused execution. We are true fee-only fiduciaries, 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.
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 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.
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 and integrity driven guidance with the same financial expertise as someone at the heart of Wall Street. 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.
146 Deweese St.
Lexington, KY 40507
9900 Corporate Campus
Louisville, KY 40223
E-mail – Info@TatroCapital.com
Toll-Free – 855-881-0777