Best Financial Advisors in Louisville

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.