Aaron Louisell is a Certified Exit Planning Advisor (CEPA®), Certified Financial Planner® professional (CFP®) and Certified Investment Management Analyst® (CIMA®), at Covered Bridge Wealth Planning of Raymond James in Grand Rapids, Michigan.
Aaron's practice focuses on exit planning and comprehensive wealth management for construction and trade business owners, HVAC, plumbing, electrical, concrete, excavation, specialty trades, and related services, with $3M or more in annual revenue. He brings a unique perspective to this work: before entering financial planning, Aaron worked inside the construction industry, giving him firsthand understanding of job cost accounting, equipment financing, project cash flow, and the particular pressures of a contract and serivce-driven business.
Using the CEPA framework, Aaron helps business owners map the gap between where their business value is today and what they'll need to achieve personal financial independence after a transition. His work is deeply integrated, coordinating with other CEPA(R)s and clients' CPAs, estate attorneys, and other advisors to ensure that financial, tax, and legal strategies work together, not in isolation.
Beyond exit planning, Aaron advises clients on comprehensive financial planning, investment management, retirement income strategy, tax planning, and estate planning, all delivered with the direct, relationship-focused approach that has defined his practice.
Aaron is based in Grand Rapids, Michigan, and serves clients nationally.
PERSONAL
Originally from the Detroit area, Aaron has lived in West Michigan for his entire professional career. He has four children and enjoys being an active part of their lives — cheering them on in athletics, visiting them at college, and spending time together at home. Outside of work, Aaron enjoys CrossFit, biking, pickleball, traveling, and attending educational conferences to stay sharp and inspired.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
