About Us at
Clover Wealth Partners
Clover Wealth Partners was founded when Marc Noonan and JC Hutchins teamed up in 2024 with a shared belief that financial planning should feel personal, not transactional. Together, they built Clover Wealth Partners to create a place where clients feel confident, understood, and supported—knowing they have a team that truly knows them and is committed to helping them make smarts decisions every step of the way.
We named our firm Clover Wealth Partners because when we thought about it, clover conveyed exactly the warm, family, caring attitude that we feel with our clients. Fields of clover tend to spread and grow, and we have the processes in place and the experience to help you both grow and protect your finances. We take that very seriously, but we do it with grace and a light touch. Your comfort, security, and generational wealth are our most pressing and overarching goals.
The Foundation of Clover Wealth Partners
Meet Our Founders
Meet The Team
FAQ
Who Do You Work With?
We work with clients in their 20s and 30s just starting out, clients in their 40s, 50s, or 60s heading toward retirement, people happily living in retirement now, and entrepreneurs and business owners. We can help you maximize your benefits, retire, and get through your retirement with income strategies that can last as long as you live. And inherited wealth is always part of the work we do because a tax-advantaged multigenerational legacy is our overarching goal for all of our clients.
How Are You Compensated?
First of all, we don’t turn people away if they want to improve their financial situation, therefore we don’t have “minimums.” We work out our compensation clearly and fairly at the very beginning of our relationship, based on your needs and the time it will take based on what needs to be done. We may charge a one-time fee for financial planning if you so desire. Or a monthly management fee, or flat percentage of assets under management if that makes more sense for you. Whether it’s short-term, mid-term, long-term, asset-based, or a single service, each case is independently evaluated and discussed transparently, because no two clients are alike. Your complete satisfaction through decades of a long-term relationship with your family is what we desire the most.
Where Are You Located?
Our main office is in Louisville, Kentucky, but we work with clients from coast to coast. Be sure to set up a meeting with us, and Bogey will also be there since he is our Director of Zoom and Teams meetings.
What Services Do You Provide?
Our services start with you, and may include many or just a few things based on your needs, life goals, and dreams. We start with a custom financial plan built around you, then we implement the steps to help get you there. We seek to be completely comprehensive, with investing, wealth management, and retirement strategies. We’ll also help you with tax planning in conjunction with tax professionals, and estate planning solutions in conjunction with estate attorneys. We also help you leverage your business if you are an entrepreneur, provide insurance to protect all you have saved and built through the years, and much more. Our goal is for you to achieve your goals, whatever those are.
Have Another Question That’s Not Answered Here?
Our services start with you, and may include many or just a few things based on your needs, life goals, and dreams. We start with a custom financial plan built around you, then we implement the steps to help get you there. We seek to be completely comprehensive, with investing, wealth management, and retirement strategies. We’ll also help you with tax planning in conjunction with tax professionals, and estate planning solutions in conjunction with estate attorneys. We also help you leverage your business if you are an entrepreneur, provide insurance to protect all you have saved and built through the years, and much more. Our goal is for you to achieve your goals, whatever those are.
