Biven Financial Services is a family-run financial firm serving individuals and families in Louisville, Kentucky, and Southern Indiana. Founded in 2010, the firm was established to make comprehensive financial guidance more accessible to community members who may be underserved by traditional advisors. Its approach combines personal, one-on-one service with the flexibility of an independent firm and modern financial tools.

Biven’s services include financial planning, investment and asset management, retirement planning, and portfolio risk analysis. The team helps clients plan for goals such as retirement, education costs, and home purchases, reviewing plans annually as circumstances change. Investment services include ongoing portfolio monitoring, risk management, global diversification, and attention to costs. The firm also offers individual 401(k) portfolio management, life insurance planning, long-term care planning, and property and casualty insurance reviews. For small businesses, it provides Simple and SEP IRA retirement plans. Administrative support and software help clients organize accounts, documents, and budgeting in one place. Biven Financial Services emphasizes practical guidance tailored to each client’s goals, financial situation, and risk tolerance.