About

Plentiful Wealth is a fee-only, fiduciary investment advisor in Louisville, Kentucky. We manage investments for small and mid-sized nonprofits, including endowments, reserves, and restricted funds. We're different because we do the work that sits around the portfolio: developing your spending-policy and Investment Policy Statement, audit-ready reporting package for your treasurer, facilitating stock gifts, monthly performance reporting, and annual board education. Our fee schedule is published on our website. Jeb Jarrell, CFP®, CAP®, is the firm's founder.