Walz Hamilton Advisory Group of Raymond James

Walz Hamilton Advisory Group of Raymond James Our experienced team serves a variety of clients, playing an important role in your inner circle. Our rigorous process ensures a comprehensive plan.

Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advoc

acy needed on your side of the table. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

For 2026, Todd Walz has been named to the Forbes Best in State Wealth Advisors. It is an honor to be recognized among su...
04/16/2026

For 2026, Todd Walz has been named to the Forbes Best in State Wealth Advisors. It is an honor to be recognized among such an outstanding group of financial professionals. See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

Congratulations on your retirement Connie! Thank you for everything you contributed to our team!
04/09/2026

Congratulations on your retirement Connie! Thank you for everything you contributed to our team!

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
03/11/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

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Welcome our new team member! Tyler Mattingly is a Client Service Associate with the Walz Hamilton Advisory Group.
10/15/2025

Welcome our new team member! Tyler Mattingly is a Client Service Associate with the Walz Hamilton Advisory Group.

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Welcome our new team member! Julia Higdon is a Client Service Associate with the Walz Hamilton Advisory Group.
09/10/2025

Welcome our new team member! Julia Higdon is a Client Service Associate with the Walz Hamilton Advisory Group.

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Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and poten...
08/01/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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We're thrilled to celebrate Todd Walz for the fourth year in a row being named a Best-in-State Wealth Advisor by Forbes ...
04/17/2025

We're thrilled to celebrate Todd Walz for the fourth year in a row being named a Best-in-State Wealth Advisor by Forbes for 2025! This honor speaks to Todd's dedication, expertise, and the trust of our incredible clients. Thank you for your continued support! See the full rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

We are thrilled to congratulate Livia Sullivan on being named the Kentuckiana Complex Associate of the Quarter at Raymon...
01/29/2025

We are thrilled to congratulate Livia Sullivan on being named the Kentuckiana Complex Associate of the Quarter at Raymond James! This well-deserved recognition highlights her incredible dedication to supporting our team and clients. We are so proud to have her as part of the Walz Hamilton Advisory Group!

This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of an associate's or an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficia...
12/18/2024

The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficiary, it could affect your wealth and wealth transfer plans:

raymondjames.com

It's important to make steady progress toward saving for retirement, no matter what your age.
11/20/2024

It's important to make steady progress toward saving for retirement, no matter what your age.

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We're thrilled to announce that our team has a fresh new look! We've updated our logo and name to better reflect who we ...
09/27/2024

We're thrilled to announce that our team has a fresh new look! We've updated our logo and name to better reflect who we are.

Thank you for trusting us with all of your financial goals. We look forward to continuing to serve you with the same expertise and personalized service!

Address

4969 US Highway 42, Suite 1600
Louisville, KY
40222

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