Portman Wealth Management

Portman Wealth Management Offering Investment Advice to Help Clients Continue to Pursue their Passions in Retirement!

Patrick Portman is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC Portman Wealth Management and United Planners are not affiliated.

If you'd like to participate in emerging markets, what are your options?
09/02/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Earnings season can move markets. Find out why.
08/31/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/28/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
08/26/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Concerned about the social impact of your investments?
08/24/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/21/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
08/19/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
08/17/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

There are thousands of Exchange Traded Funds available. Should you invest in them?
08/14/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
08/12/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

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1000 Commerce Boulevard Unit B
Bardstown, KY
40004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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