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Laurels

Best Financial
Advisors in
Louisville
2019

Why These Financial Advisors?

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

Reviewed Curated Top Picks 146 95 19

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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cover image of Accredited Wealth Management  financial-advisors/1.jpg

Accredited Wealth Management

Accredited Wealth Management concentrates on designing financial strategies to help clients achieve financial goals. The Louisville-area, fee-only firm provides objective, comprehensive, and practical advice in a non-commission environment. Accredited Wealth Management employs a comprehensive approach to financial planning that includes discovery, creating a tailored plan, and making sound recommendations.

Louisville, KY 40207

Website

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Archer Financial Planning

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.

Louisville, KY 40222

Website

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Atlas Brown Family Wealth Management

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.

Louisville, KY 40202

Website

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Bahe Farnsley Advisors

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.

Louisville, KY 40206

Website

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Barr Investment Group

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.

Louisville, KY 40222

Website

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Bluegrass Financial Planning

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.

Louisville, KY 40207

Website

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Centerline Wealth Advisors

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.

Louisville, KY 40223

Website

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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

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Commonwealth Capital Management, LLC

In business since 1944, 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.

10345 Linn Station Road STE 200
Louisville, KY 40223

Website

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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

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Hibbs Financial Advisors

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.

Louisville, KY 40207

Website

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Kentucky Planning Partners

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.

Louisville, KY 40222

Website

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Lamkin Wealth Management

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.

Louisville, KY 40243

Website

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Merit Harbor Advisors

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.

Louisville, KY 40204

Website

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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

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Pillar Financial Advisors

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.

Louisville, KY 40220

Website

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Strategic Wealth Designers

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.

Louisville, KY 40241

Website

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TD Fischer

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.

Louisville, KY 40206

Website

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Wissing Wealth Management

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.

Louisville, KY 40258

Website

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