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20 Best Louisville Financial Advisors

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We scored 147 Financial Advisors in Louisville, KY and Picked the Top 20

Archer Financial Planning concentrates on providing Louisville-area clients with comprehensive financial planning services that meet individual needs and goals. The firm features an experienced Certified Financial Planner with over 15 years in corporate finance and sales. Archer Financial Planning welcomes individuals of varied backgrounds and means seeking sound financial guidance.

Atlas Brown Family Wealth Management focuses on providing clients with sound solutions that meet long-term financial goals and objectives. The Louisville-area firm features a professional investment management team with a commitment to providing the highest level of customer care available. Clients can rely on seasoned expertise with outstanding service to create the vital components of sound financial foundations.

Bahe Farnsley Advisors strive to provide effective solutions that meet individual client financial goals. The Louisville-area, fee-based financial advisory firm employs a team of dedicated, knowledgeable financial advisors skilled at taking a comprehensive approach to financial management. Financial professionals at Bahe Farnsley Advisors work in conjunction with other advisors, attorneys, and accountants to coordinate a clients’ overall financial picture.

Barr Investment Group concentrates on providing clients with planning and investment strategies that provide sound financial foundations. The Louisville-area firm specializes in converting retirement savings into an income stream for a consistent, lifetime paycheck. Barr Investment Group strives to meet individual client needs and goals while providing the highest level of service and expertise available.

Bluegrass Financial Planning specializes in providing objective planning services to clients regardless of net worth or income. The fee-only, registered investment advisory firm welcomes clients from all walks of life looking for unbiased, professional advice. Bluegrass Financial Planning commits to the highest level of service and personalized attention while helping Louisville-area clients develop financial plans that meet individual goals.

Centerline Wealth Advisors commit to providing Louisville-area clients with sound, insightful guidance in a range of financial management, planning, and investment areas. The firm employs a team of knowledgeable financial professionals with a passion for developing sensible, intelligent, and straightforward financial plans. Centerline Wealth Advisors focuses on delivering objective, transparent recommendations to clients that help achieve long-term financial goals.

Coats Financial Planning concentrates on providing independent, objective assessments to develop long-term strategies and meet financial goals. The Louisville-area financial advisory firm has been assisting mid-career professionals, early retirement individuals, and retirees with planning strategies for over 16 years. Clients can rely on the firm to maintain dedicated, experienced Certified Financial Professionals with a passion for helping achieve individual goals and objectives.

In business since 1994, Commonwealth Capital Management LLC provides financial advisory services to clients throughout the Louisville, Kentucky, metro area. This firm advises a variety of clients including business owners and entrepreneurs, individual professionals, especially physicians, and non-profit organizations. Clients receive assistance with short and long term financial planning efforts as well as advice on current spending habits and investment portfolios. Typically, most advice centers on investment, insurance, or retirement-related goals. Commonwealth Capital Management LLC also makes personal insurance recommendations.

Dan Hardt Financial Services features a team of professionals knowledgeable on an array of financial issues affecting the lives of clients. The Louisville-area firm maintains a team of financial planning and registered investment advisors to assist individuals and businesses achieve long-term financial goals. Dan Hardt Financial Services also specializes in helping clients to do Biblically-responsible investing. Clients can rely on the firms’ expertise to avoid capitalizing companies involved in egregious activities.

Hibbs Financial Advisors offers Louisville-area clients a steady approach and focused solutions. The firm specializes in providing families and businesses with innovative financial strategies and planning advice. Hibbs Financial Advisors employs a team of professionals with decades of experience helping clients achieve financial clarity, security, and overall financial health. Clients can rely on the financial experts to deliver tailored strategies to meet short and long-term needs.

J. Hagan Capital is a firm of independent financial advisers located in Louisville, that assist clients with their financial goals. The firm's wealth management services include estate administration and inheritance arrangements, retirement planning strategies, management of the client's investment portfolio, and tax strategies designed to ensure clients don't overpay in retirement. The firm's CEO delivers online and in-person financial management classes to enable individuals and families to prepare for a comfortable retirement.

Kentucky Planning Partners takes the time to educate clients on how to make sound financial decisions. The Louisville-area financial advisory firm offers fee-based financial planning, wealth management, insurance, and employee benefits planning in an easy to understand manner. Kentucky Planning Partners provides clients with the tools and resources to discover priorities, dreams, and passions. Clients can rely on the trained financial professionals to deliver independent, objective, and unbiased recommendations.

Lamkin Wealth Management has been a trusted financial advisor and wealth management firm for more than 40 years. The Louisville-area firm commits to providing customers with the highest level of individualized attention and service available. Lamkin Wealth Management takes a team approach to helping clients maneuver through a complex financial services world with the ultimate goal of financial independence. Individuals and business owners can rely on the dedicated financial professionals to stay on track towards a meaningful, purpose-driven financial future.

Merit Harbor Advisors specializes in providing sound financial and insurance solutions to individuals, families, and businesses. The small, independent, Louisville-area firm brings high ethical standards and integrity to every client interaction. Merit Harbor Advisors makes service and satisfaction a top priority by meeting client needs in the fastest and most efficient manner. Customers can rely on the financial experts to help navigate 401k rollovers, retirement planning, wealth management, and college savings strategies in an increasingly complex financial climate.

Natural Investments helps clients align progressive values with financial planning decisions. The Louisville-area, fee-only firm features a dedicated financial planner and socially responsive investment advisor. Natural Investments welcomes clients seeking an advisor to help align money decisions with moral compasses. The firm concentrates on socially responsive investing in publicly traded options and private, high-impact investments.

Pillar Financial Advisors focuses on helping clients effectively preserve and grow wealth, as well as minimize tax burdens. The Louisville-area firm specializes in taking a holistic approach to planning that enables clients to achieve financial freedom. Pillar Financial Advisors maintains a dedicated professional staff with extensive experience and expertise in investment management, tax planning, legacy planning, and personal CFO services.

Strategic Wealth Designers concentrates on helping clients to develop financial strategies for a sound financial future. The Louisville-area firm features seasoned professionals experienced in creating strategies that yield long-term results and ultimately, financial freedom. Strategic Wealth Designers work alongside tax pros and attorneys to better advise clients on specific aspects of individual financial strategies.

TD Fischer excels at providing independent investment advice for clients seeking sound financial guidance. The Louisville-area firm maintains a team of financial professionals with decades of combined experience and a passion for helping customers to achieve long-term financial goals. TD Fischer offers a wealth of expertise in a range of areas including retirement planning, wealth preservation, portfolio management, lifetime income planning, and more.

At Warren Wealth Management & Tax Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of tax planning and investment professionals help retirees create a well-thought-out strategy, using a variety of investments and insurance products and services, to help address their financial needs and concerns and live the retirement lifestyle they have wanted.

Wissing Wealth Management concentrates on providing clients with unbiased advice and a disciplined approach to financial planning and investment strategies. The Louisville-area firm has over 15 years of experience developing thoughtful, personalized money strategies that help clients achieve financial goals and objectives. Wissing Wealth Management features experts in a range of areas including tax management, wealth structuring, trust services, and socially responsible investing issues.

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