Laurels

Best Financial Advisors in Louisville
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Louisville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 146 95 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Coats Financial Planning

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.

Louisville, KY 40223

Website

Dan Hardt Financial Services

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.

Louisville, KY 40207

Website

Natural Investments

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.

Louisville, KY 40205

Website

Warren Wealth Management & Tax Planning

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.

9300 Shelbyville Road
Louisville, KY 40222

Website

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