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Dream Big,
Plan Confidently

About Us

Somnio Wealth is a Louisville-based wealth management firm and the proud sister company of Somnio CPAs. Together, 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 protecting 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 booming retirement wealth, a secure legacy, or peace of mind today.

Why Choose Somnio Wealth?

Empowerment Through Education

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

Independent, Unbiased Advice

s an independent firm supported by LPL Financial, we have the freedom to offer objective guidance and personalized solutions—free from corporate agendas. Our recommendations are always based on what’s best for you, not what’s best for a product provider.

A Proven Team You Can Trust

With over $300 million in assets transitioned in 2024 alone, our team brings deep experience and a track record of success. 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.

Schedule an Initial Consultation

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HOURS

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

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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.