Louisville, KY  ·  Fee-Only  ·  Fiduciary

A financial plan that adapts as life changes.

Belle Trace is a comprehensive financial planning firm providing fee only advice you can trust.

Get to Know Us How We Work
Emily Beilman and Tabitha Tiefermann, co-owners of Belle Trace Financial Planning
Emily Beilman Tabitha Tiefermann
Who We Are

Belle Trace is a fee-only financial planning firm in Louisville, Kentucky. As a two-advisor team, when you work with Belle Trace, you get both of us. We're your partner throughout every stage of life.

Our approach centers on comprehensive, holistic planning with a deep emphasis on tax strategy.

  • CERTIFIED FINANCIAL PLANNER®
  • NAPFA Registered Advisors
  • Lifelong relationships with our clients
  • Fee Only/Retainer Model — flat fees that don't fluctuate with the market
  • Fiduciary — obligated to act in your best interest
About Belle Trace
What We Do

A complete financial plan, built together

Every Belle Trace client gets comprehensive advice across all six areas of planning.

Tax Planning

Year-round tax planning. Not just minimizing current year liability, but lifetime taxes.
Investment Planning

Low-cost, tax-efficient, passive investing built for the long term.
Retirement Planning

Turning the retirement puzzle into a clear, sustainable plan at any stage of life.
Cash Flow Planning

The foundation of every good financial plan, helping you align your spending, savings, & goals with the life you want to live.
Estate Planning

Making sure your wishes, loved ones, & legacy are protected no matter what life brings.
Insurance Planning

Ensuring you're adequately protected from life's unexpected events.
Explore our full approach
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CERTIFIED FINANCIAL PLANNER®
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NAPFA Members
National Association of Personal Financial Advisors
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Fee-Only Fiduciaries
Your interests come first. Always.
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Over a Decade
Combined financial planning experience
Emily Beilman and Tabitha Tiefermann, Partners at Belle Trace Financial Planning
The Team

Meet your team.

Financial planning is personal. Get to know the people guiding you through it.

Tabitha Tiefermann Emily Beilman
"A confident future starts with intentional planning today."
Belle Trace Financial Planning  ·  Louisville, KY
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