Testimonials

Partnering with Wallace Hart Capital Management has been an invaluable experience. They have provided comprehensive retirement preparation, encouraging me to consider critical future financial factors that I otherwise would have overlooked.

After interviewing several fiduciary advisory firms and spending time in prayer, my husband and I chose Wallace Hart Capital Management. We’ve had two in-person financial planning meetings with Andrew in just a few weeks, and each time we’ve left feeling a deep sense of peace and relief, knowing our future is in capable and trustworthy hands.

Andrew has taken the time to understand our goals and truly acts in our best interest. Even within a short period, we’ve already seen growth in our retirement funds—which is especially reassuring given the uncertainty in today’s world. We’re grateful to have found a team we can trust with our financial future.

I have had an excellent experience with Wallace Hart Capital Management. Setting long term goals and money management is not my strong suit, and I have felt very supported talking to my financial advisor, Brandon Smith. He is very personable and breaks everything down step by step in an easy-to-understand way. He maintains contact and is available for any of my questions. Highly recommend.

I'm incredibly grateful for Andrew’s expertise in estate planning. He didn't just look at my investment returns but treated my entire financial picture with care. Highly professional, responsive, and trustworthy. I highly recommend Andrew and his awesome team to anyone looking for advice/help in reaching their retirement goals. Thank you Andrew and team at Wallace Hart Capital Management!

My wife and I have been with Wallace Hart Capital Management since my retirement from the University of Kentucky in late 2018. We have been absolutely thrilled with the job they have done for us in helping us in managing our retirement finances. We work with Andrew Hart primarily, and he is so efficient and professional in what he does, and has become our close personal friend as well. We trust Wallace heart implicitly, and have recommended them to many of our friends. We initially drew from my 403b to pay our salary for the first few years of retirement, then switched to Social Security, along with a smaller monthly amount from the 403. In a recent meeting with Andrew, we were amazed at how close the plan was to the amount he predicted we would have 6 years prior at the beginning of retirement. Suffice it to say, they know exactly what they are doing, and do it exceedingly well! We recommend them as highly as we possibly can!

To find a financial planner going into retirement is one of the most important and scariest decisions. You have to not only find someone you can trust, they must be able to establish a portfolio that meets your specific retirement goals. Wallace Hart Capital Management is a fiduciary and therefore never attempts to sell you anything. They work hard to listen and provide a plan that meets your goals, not theirs. There is never any pressure, only support and careful planning. I only wish I would have found them sooner in my retirement planning. A true first rate company you can trust.

I could not recommend Wallace Hart more highly for two reasons.

First, they are successful. When I met with Jeremy initially, I was convinced that the firm had a good strategy but skeptical about how much it would outperform the defaults provided by the primary investment company my employer had contacted with for management of my retirement. I moved half of my retirement to Wallace Hart and left the other half to be managed by the retirement administrator. The experiment is now over the Wallace Hart managed half now comprising 59.3% of my total retirement portfolio, significantly outpacing the rate of return of the default account.

Second, they provide a level of detail that meets you where you are. If you are newer to investing and financial management, you will not be overwhelmed. If you are seasoned but looking for expertise, you will be heard and given all the specifics you could possibly want/need.

Jeremy Wallace of Wallace/Hart has done an exceptional job with my portfolio and retirement strategy. Always available for questions and help. Explains in a very intuitive way. Knows the current finance trends. Listens to me and has the right options. I would recommend WH. I have been very happy with them.

With retirement fast approaching for us both, my wife and I needed personalized plans that would help secure our financial futures. Wallace-Hart have done exactly that. All members of the team are a delight to work with.

I appreciate the careful consideration that Wallace Hart Capital Management pays to our politically motivated investment strategies, and the personal attention that originally Bryan, but then Jeremy, Jessica and Mary pay to our interests.

Jeremy has always considered my investment goals and planned portfolios to meet them. He is available for questions and discussions. His staff does a fine job too.

If you're looking for financial advisors with integrity, who are conscientious and out to be as helpful as possible, this is the firm you want to work with! We have been clients for many years and can't say enough good about them!

Jeremy is reliable and follows up on the multiple questions we have had over the years. He is trustworthy and gives honest opinions and options on how to manage our funds.

High class firm. They have worked miracles with my portfolio. Wish I would have gotten with them sooner! Highly recommend their services!!

I'm lucky to have these guys on my side.