Best Financial Advisors in Louisville

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A. Roberts & Associates, Inc. logo

A. Roberts & Associates, Inc.

6009 Brownsboro Park Boulevard, Louisville, KY 40207
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  • 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.

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ARGI logo

ARGI

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

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.

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Atlas Brown Family Wealth Management logo

Atlas Brown Family Wealth Management

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

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.

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Bahe Farnsley Advisors logo

Bahe Farnsley Advisors

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

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.

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Bluegrass Financial Planning, LLC logo

Bluegrass Financial Planning, LLC

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

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.

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Carrie B. VanWinkle logo

Carrie B. VanWinkle

1927 Harvard Drive, Louisville, KY 40205
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  • 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.

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Centerline Wealth Advisors logo

Centerline Wealth Advisors

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

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.

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Centrix Wealth Management logo

Centrix Wealth Management

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

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.

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Coats Financial Planning logo

Coats Financial Planning

1303 Clear Springs Trce, Louisville, KY 40223
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  • 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.

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Commonwealth Capital Management, LLC logo

Commonwealth Capital Management, LLC

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

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.

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Dan Hardt Financial Services logo

Dan Hardt Financial Services

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

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.

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Dwight Rich logo

Dwight Rich

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

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.

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Everest Retirement Planners logo

Everest Retirement Planners

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

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.

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First Kentucky Securities Corporation logo

First Kentucky Securities Corporation

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

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.

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J. Hagan Capital logo

J. Hagan Capital

9627 Ormsby Station Rd, Louisville, KY 40223
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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.

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Kentucky Planning Partners logo

Kentucky Planning Partners

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

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.

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Lamkin Wealth Management logo

Lamkin Wealth Management

Louisville, KY 40243
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  • Retirement Planning

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.

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Merit Harbor Advisors logo

Merit Harbor Advisors

Louisville, KY 40204
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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.

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Pillar logo

Pillar

3046 Breckenridge Lane, Louisville, KY 40220
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  • Tax Planning

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.

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Stegner Investment Associates logo

Stegner Investment Associates

233 Breckenridge Lane, Louisville, KY 40207
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Stenger Investment Associates Inc. provided financial advisory services for individuals in the Louisville area. The company's services include retirement planning, tax planning, business succession, philanthropy, and intergenerational wealth transfer. Its team of financial advisors and wealth managers are dedicated to helping clients create a financial plan that meets their goals as quickly as possible. In 2019, the Financial times named Stenger Investment Associates Inc. to its list of the Top 300 Financial Advisers.

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Strategic Wealth Designers logo

Strategic Wealth Designers

Louisville, KY 40241
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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.

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SunHarbor Wealth Advisors logo

SunHarbor Wealth Advisors

9900 Corporate Campus Drive, Suite 3000, Louisville, KY 40223
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  • Certified Financial Planner (CFP)

SunHarbor Wealth Advisors has been serving clients in Louisville and the surrounding areas for over 60 years. The firm helps individuals plan their finances to help them meet their financial goals. Its team assists in building strategies and constructing investment portfolios suited to clients' risk attitudes. It also helps in estate planning, offering guidance in crafting a plan based on the customers' wishes. One of SunHarbor's wealth advisors, John Cahill, is a Certified Financial Planner.

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Thomas D. Fischer LLC logo

Thomas D. Fischer LLC

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

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.

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TKM Financial Services, LLC logo

TKM Financial Services, LLC

10602 Timberwood Circle, #2, Louisville, KY 40223
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  • Certified Financial Planner (CFP)

TKM Financial Services, LLC, caters to clients in Louisville and the surrounding areas. Its financial planning services follow a process involving current financial status evaluation, financial plan implementation, and monitoring. It also offers a review of clients' current balance sheets to determine surplus deployment strategies and assess negative and positive cash flow. One of its team, Todd K. Meador, holds Certified Trust and Financial Advisor designation from the American Institute of Bankers. He is a Certified Financial Planner.

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Warren Wealth Management & Tax Planning logo

Warren Wealth Management & Tax Planning

9300 Shelbyville Road, Louisville, KY 40222
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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.

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Wissing Wealth Management logo

Wissing Wealth Management

Louisville, KY 40258
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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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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