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Best Financial Advisors in Louisville

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Louisville, KY
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Louisville, KY

Business Description

Need help contacting a Financial Advisor in Louisville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail

Price: Free booking service | Call 848.Book.Pro!

A. Roberts & Associates, Inc. logo
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A. Roberts & Associates, Inc.

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6009 Brownsboro Park Boulevard, Louisville, KY 40207
  • Estate Planning
  • Retirement Planning

Business Description

A. Roberts & Associates, Inc., is an insurance and wealth management firm that serves clients in Louisville. Its risk management solutions include life and health insurance, fixed and fixed indexed annuities, and Social Security benefits guidance and education. The firm also offers high cash value life insurance policies for key individuals. Its retirement planning services include income planning, market risk investments, and long-term care planning. The firm is led by Anthony S. Roberts, who is a Chartered Financial Consultant and a Certified Senior Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ARGI logo
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ARGI

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2201 High Wickham Place, Louisville, KY 40245
  • Estate Planning

Business Description

ARGI serves the economic security needs of people from the Louisville metro. It provides financial planning, wealth management, estate management, retirement planning, and business advisory services through its Ignite, Illuminate, and Inspire programs. The full-service financial advisory firm, founded in 1995 as RDB Inc. and rebranded in 2003 as ARGI Financial Group, focuses on building long-term relationships with clients. By leveraging the combined knowledge and experience of its leadership team, advisors, and consultants, the company strives to deliver collaborative services for the benefit of clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.2 / 5 (15)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Atlas Brown Family Wealth Management logo
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Atlas Brown Family Wealth Management

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333 East Main Street, Louisville, KY 40202
  • Estate Planning
  • Tax Planning

Business Description

Atlas Brown Family Wealth Management provides a comprehensive suite of family office solutions to clients in Louisville and its surrounding areas. M. Scott Robinson is the chief executive officer of the firm. He began his investment career in 1996 with J.J.B. Hilliard, W.L. Lyons, Inc., and has established Cypress Alts LLC, a FINRA registered broker-dealer, in 2006. Robinson and his team offer investment advisory, family governance, lifestyle, and wealth management. They also help clients with estate, tax, and legacy planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bahe Farnsley Advisors logo
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Bahe Farnsley Advisors

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4360 Brownsboro Road, Louisville, KY 40207
  • Certified Financial Planner (CFP)

Business Description

Bahe Farnsley Advisors is a financial planning business in Louisville. It provides several financial planning services such as risk management, portfolio construction, retirement and transfer of wealth planning, Social Security maximization, and insurance analysis. Its other services include group retirement planning, philanthropy planning, and consolidated reporting. Allen Bahe, a financial advisor at Bahe Farnsley Advisors, has previously worked at a regional insurance firm as the director of its financial division and the head of its life insurance department.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bluegrass Financial Planning, LLC logo
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Bluegrass Financial Planning, LLC

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4350 Brownsboro Road, Louisville, KY 40207
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Established in 2013, Bluegrass Financial Planning, LLC, is an independent investment advisory company that serves Louiseville. One of its services is comprehensive financial planning, which assists in managing cash flow debt and investments, analyzing retirement goals, and planning taxes and estates. The firm also offers hourly planning assistance for clients who need advice on debt reduction, budgeting, and current investments. Company founder Andrew Sloan is a CFP and AIF who is a member of the Garrett Planning Network.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Carrie B. VanWinkle logo
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Carrie B. VanWinkle

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1927 Harvard Drive, Louisville, KY 40205
  • Certified Financial Planner (CFP)

Business Description

Carrie B. VanWinkle, CFP is an investment advisor and financial planner that caters to clients in Louisville. With 12 years of experience, Carrie offers investment portfolio management and financial planning. She created the Smart & Soulful Money podcast and approach that guides clients in creating financial goals related to retirement plans, education savings, or homeownership. In her podcast, she talks about the intersections of activism, feminism, money, and smart investment. Carrie also volunteers as a financial coach in non-profit organizations that educate women.

Centerline Wealth Advisors logo
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Centerline Wealth Advisors

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10200 Forest Green Boulevard, Louisville, KY 40223
  • Tax Planning

Business Description

Centerline Wealth Advisors serves individuals, families, and business owners in Louisville and the surrounding areas. It provides financial and investment planning and advising services that involve analyzing a client’s debt and loan statements, investments and savings, and insurance policies. The firm assists with college planning, budgeting and cash flow, tax planning, and social security planning. Other services include estate and retirement planning. Founder Andy Arnold has over two decades of industry experience. He is a Certified Exit Planning Advisor and an Accredited Investment Fiduciary.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Centrix Wealth Management logo
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License Verified:

License: 4559794

Investment Adviser Public Disclosure Database, SEC

Centrix Wealth Management

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11802 Brinley Ave #201, Louisville, KY 40243
  • Certified Financial Planner (CFP)

Business Description

Centrix Wealth Management is an insurance agency that provides services to clients in Louisville and nearby areas. The organization uses a planning process to assist in creating goals, identifying gaps, and reviewing the plan to meet their clients' changing demands and situations. Jonathan, Greg, and Bruce, the company's employees, aim to help its clients completely comprehend their financial resources and follow their economic life goals. They have a combined 87 years of financial planning experience.

License Verified:

License: 4559794

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Commonwealth Capital Management, LLC logo
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Commonwealth Capital Management, LLC

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10345 Linn Station Road, Louisville, KY 40223
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Commonwealth Capital Management LLC provides financial advisory services to clients throughout the Louisville metro area. Established in 1994, the firm advises a variety of clients, such as business owners and entrepreneurs, individual professionals, physicians, and non-profit organizations. The firm also offers assistance to the LGBTQ+ community regarding legal risks and financial costs. Clients receive assistance with short- and long-term financial planning efforts, as well as advice on current spending habits and investment portfolios. Co-founder Scott Richardson has been in the financial services industry for over 35 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dan Hardt Financial Services logo
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Dan Hardt Financial Services

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4350 Brownsboro Road, Louisville, KY 40207
  • Certified Financial Planner (CFP)

Business Description

Dan Hardt Financial Services is a team of advisors based in Louisville. The company's financial planning procedure involves learning about clients' financial circumstances and goals, creating and implementing recommendations, monitoring progress, and providing updates. This service caters to small business owners, retirees, and individuals undergoing life transitions such as divorce. Company owner and founder Dan Hardt, who has over three decades of trade experience, holds multiple industry certifications, including Christian Financial Consultant and Advisor and Accredited Asset Management Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dwight Rich logo
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Dwight Rich

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9850 Von Allmen Court Suite 201, Louisville, KY 40241
  • Certified Financial Planner (CFP)

Business Description

Rich Wealth Management is a Louisville-based firm that serves local clients and those in nearby Kentucky communities. Its staff, which is led by CFP Dwight Rich, assists pre-retirees in saving for the future and would-be investors who wish to plan out their financial strategies. Its approach involves the gathering of financials, the analysis of asset allocation and portfolios, and the provision of recommendations based on factors like risk tolerance and market conditions. The firm also helps individuals in planning for their personal and life insurance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Everest Retirement Planners logo
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License Verified:

License: 5660209

Investment Adviser Public Disclosure Database, SEC

Everest Retirement Planners

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119 S. Sherrin Ave. #110, Louisville, KY 40207
  • Certified Financial Planner (CFP)

Business Description

Everest Retirement Planners offers its finance-related services to clients in Louisville and nearby communities. It provides individuals and families with the means to map out their Social Security pensions, qualified retirement options, and personal investments for prospective retirement, long-term care, and legacy plans. Its team of financial planners reviews asset allocation and beneficiaries, analyzes portfolios, and strategizes income distribution. They also help clients with their concerns through the use of the Tenzing FORMula, which combines wealth management with tax planning, philanthropy, and risk and debt assessment.

License Verified:

License: 5660209

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
First Kentucky Securities Corporation logo
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License Verified:

License: 7524

Investment Adviser Public Disclosure Database, SEC

First Kentucky Securities Corporation

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4360 Brownsboro Road, Suite 300, Louisville, KY 40207
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Business Description

First Kentucky Securities Corporation caters to individuals, institutions, and corporations in the Louisville metro and the surrounding areas. It helps clients achieve their financial goals by offering a variety of services. These include asset allocation, executive stock option management, multi-generational planning, municipal bond issuance, and underwriting and trading. It also provides education, estate, Medicare, retirement, and succession planning. Janey Jennings, the firm's vice president, brings over 30 years of industry experience. She holds the Certified Financial Planner and Chartered Wealth Advisor designations.

License Verified:

License: 7524

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
J. Hagan Capital logo
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J. Hagan Capital

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9627 Ormsby Station Rd, Louisville, KY 40223

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (16)
Google
4.4 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kentucky Planning Partners logo
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Kentucky Planning Partners

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9300 Shelbyville Road, Louisville, KY 40222
  • Certified Financial Planner (CFP)

Business Description

Kentucky Planning Partners is a Louisville-based financial advisory firm. The team of financial advisors offers employee benefits planning, investment management services, insurance planning, and education planning. It also handles 401(k) and business retirement services. The firm provides holistic advice that helps improve clients' financial situations, effectively communicate money matters with family members, and abolish debt. Founder and CEO Robert Davenport is a Certified Financial Planner practitioner and member of the Financial Planning Association of Kentuckiana.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pillar logo
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Pillar

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3046 Breckenridge Lane, Louisville, KY 40220
  • Tax Planning

Business Description

Pillar is a fiduciary advisory firm that assists Louisville residents in various areas such as legacy and tax planning. Furthermore, its team manages and implements investment portfolios, monitoring them daily to rebalance when necessary and checking whether they meet clients' goals. Pillar was founded by Gregory M. Curry, a CPA, CFA, and PFS with over three decades of trade experience. He maintains memberships in the NAPFA, Louisville Society of Financial Analysts, and the Association of Investment Management and Research.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stegner Investment Associates logo
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Stegner Investment Associates

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233 Breckenridge Lane, Louisville, KY 40207

Business Description

Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant and Registered Investment Advisor (RIA) with the Securities and Exchange Commission. For 30 years, SIA has been committed to serving as fiduciaries assisting retirement, endowment, and high-net-worth individual clients in achieving their investment objectives. SIA is located in Louisville, KY with clients worldwide.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Thomas D. Fischer LLC logo
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Thomas D. Fischer LLC

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830 East Main Street, Louisville, KY 40206
  • Certified Financial Planner (CFP)

Business Description

Thomas D. Fischer LLC is a Louisville-based financial planning firm that assists clients in investments, insurance, tax, financial plans, and insurance. Its team provides advice on income tax returns, brokerage accounts, IRAs, 403(b) plans, and wealth preservation. The financial advisors also create plans to strategically manage clients' investment portfolios. Thomas Fischer has been leading the company since 2009. Fischer began his career in the financial services industry in 1977 and earned his CFP designation 14 years later.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Warren Wealth Management & Tax Planning logo
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Warren Wealth Management & Tax Planning

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9300 Shelbyville Road, Louisville, KY 40222

Business Description

Warren Wealth Management & Tax Planning is a financial advisement company serving clients in the Louisville area. The firm assists clients with managing their money with a focus on growing their portfolio, preserving their capital, and planned charitable giving. Its team of professionals consults with retirees and pre-retirees to determine the optimal financial tools and products for their situation and goals. Warren Wealth Management & Tax Planning also hosts seminars and webinars addressing common financial questions and concerns.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail