Laurels

Best Financial Advisors in Louisville
2022

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

A. Roberts & Associates, Inc.

  • Estate Planning
  • Retirement Planning

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.

6009 Brownsboro Park Boulevard
Louisville, KY 40207

Website

Carrie B. VanWinkle

  • Certified Financial Planner (CFP)

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.

1927 Harvard Drive
Louisville, KY 40205

Website

Coats Financial Planning

  • Certified Financial Planner (CFP)

Coats Financial Planning is a financial advisory firm that services clients in and around Louisville. It has been in business for nearly two decades and focuses on providing its diverse client base with personalized financial plans and roadmaps to help them achieve its long-term goals. Staffed by Certified Financial Planners and finance professionals, the firm offers a wide array of services such as portfolio guidance, debt management, risk management, retirement planning, charitable gifting, and estate planning.

1303 Clear Springs Trce
Louisville, KY 40223

Website

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