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Dream Big,
Plan Confidently

About Us

Somnio Wealth is a Louisville-based wealth management firm. Together, in a strategic relationship with Somnio CPAs, we offer clients a coordinated approach to financial planning and tax strategy -helping individuals, families, and business owners pursue a future of clarity, growth, and purpose. With deep roots in personalized service and a commitment to long-term relationships, we strive to make financial decisions feel less overwhelming and more empowering.

Our team takes the time to understand what truly matters to you—whether that’s a comfortable retirement, funding education, building your legacy, or discussing insurance strategies for your business. By combining education, thoughtful planning, and ongoing support, we help you turn goals into strategies and uncertainty into confidence.

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Our Mission

Our mission is to bring full service, fiduciary-level guidance, in advisory relationships, to clients so that together, we can plan today for their dreams of tomorrow in an ongoing advice-relationship.

We believe informed decisions shape meaningful outcomes. That’s why our advisors combine education, empathy, and expertise to help you realize your financial dreams – whether that’s saving strategically for retirement wealth, building confidence in your legacy, or creating a sense of well being today.

Why Choose Somnio Wealth?

Empowerment Through Education

We believe that confident financial decisions come from understanding. Our team at Somnio Wealth takes the time to educate you on your options, explain strategies in plain language, and help to ensure you're always part of the process - so you can move forward with clarity and control.

Independent, Personalized Advice

As an independent firm supported by LPL Financial, we have the freedom to offer personalized guidance and strategies - free from corporate agendas. Our recommendations are based on acting in your best interest, not what's best for a product provider.

A Team You Can Confide In

With over 29 years of professional financial experience, our team brings deep knowledge and personalized advice to help you pursue your goals. We’re proud to be a high-integrity firm built on long-term relationships, thoughtful planning, and results that align with your goals.

Ready to Turn Your Dreams into a Plan?

Start a conversation. Discover how Somnio Wealth can help you

map your financial journey with clarity, strategy, and intention.

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Professionals associated with Somnio Wealth may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Somnio CPA’s, and not affiliated with LPL Financial. Tax related services offered through Somnio CPA’s DBA Somnio Wealth. Somnio CPA’s is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.

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HOURS

  • Monday - Friday:
  • 8:00AM - 5:00PM
  • Closed on Saturdays and Sundays

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