Emily Beilman

Emily Beilman, CFP®, is co-owner of Belle Trace Financial Planning, where she works hand-in-hand with individuals and families across Kentucky and the U.S. to turn their unique goals into a reality. She is dedicated to building thorough financial plans that keep her clients' most important priorities front and center.

Before co-founding Belle Trace, Emily spent nearly a decade refining her expertise at two fee-only Registered Investment Advisor firms (RIAs), where she had the privilege of partnering with over one hundred individuals and families. Her tenure as an advisor has been centered on more than just the numbers; it has been about building authentic, long-lasting partnerships with clients and likeminded industry leaders nationwide.

As an advisor, Emily's mission is to work alongside her clients, helping them clarify and prioritize their life goals and create practical roadmaps to reach them with the resources at hand. While she truly loves the intellectual puzzle of crafting a comprehensive financial plan, her favorite part of the work is the deep, lasting relationships she builds with the clients she serves.

A Little More About Emily

Outside of the office, Emily is a proud wife to her husband, Tony, and mom to their son, Henry. Since moving to Louisville in 2023, she has loved putting down roots in St. Matthews and is grateful for the supportive village she has built. When she isn't working, you'll likely find her biking around the neighborhood, getting creative with a craft project, experimenting with new recipes, watching a football game, or hosting family and friends.

Education & Credentials

• CFP® — CERTIFIED FINANCIAL PLANNER™
• B.S. in Finance, Financial Planning Emphasis — Western Kentucky University