Proverbs Wealth Management

You look everywhere for answers to questions about your finances – family, trusted friends, online, but nothing you find seems quite right for your situation. That’s because everyone’s situation is different, and there is no such thing as a cookie cutter financial plan. You need someone skilled and knowledgeable to personalize your finances for you and give you those personalized answers you’re seeking. At the end of the day, the goal is to provide you with a plan for today and your future, along with some peace of mind to reduce the stress that finances bring to you.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Everest Financial Inc. believes clients want a financial advisor who understands them and their retirement goals. With a passion for lending a helping hand to his local community in northern Kentucky, the Cincinnati tri-state area, Joe Duffey is dedicated to Planning, Designing and Building a trusted partnership with each of his clients and empowering them with the knowledge that may help them as they seek to invest wisely and preserve their wealth as they approach and enter retirement. Everest Financial Inc. is located at 305 Artillery Park Drive, Ft Mitchell, KY. This business specializes in Financial Planning and Investment Services.