The Best Financial Advisors in Louisville

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Louisville Financial Advisor

Bluegrass Financial Planning

Bluegrass Financial Planning is a fee-only, Registered Investment Advisory firm providing objective financial planning services, regardless of net worth or income. We serve clients from all walks of life who are looking for unbiased, professional advice and help with developing a financial plan that meets their goals and objectives.

As an independent firm, we are free to choose the investment options that are best suited to your goals. In addition, as a fee-only firm we do not collect commissions from the investments we recommend for you.

WHY CHOOSE US?

Independence: As an independent firm, we can find the best products and services for our clients. There is no affiliation with any brokerage firm, insurance company or bank.
Fee-Only: We do not receive any commissions or other fees from vendors, so there is no incentive to sell you unnecessary or higher cost products.
Resources: As a member of the Garrett Planning Network, we have access to the knowledge and experience of over 300 like-minded financial advisors and industry professionals.

Services

Retirement Planning and Goals Analysis
Education Planning
Estate Planning Recommendations
Insurance Review
Debt and Cash Flow Management
Tax Planning
Investment Management

4350 Brownsboro Road, Suite 110 Louisville, KY 40207

Centerline Wealth Advisors

Centerline Wealth Advisors delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families.

Centerline Wealth Advisors was launched with a singular mission: to provide sound, insightful guidance on which our clients can rely no matter what conditions the economy presents.

To fulfill our mission, we leverage our profound experience in the financial and investment arenas, our fluency with advanced technology and our dedication to cultivating strong and lasting client relationships.

Thus, despite the increasing complexity of today’s global marketplace, the financial plans we develop are sensible, intelligent and straightforward. Comprehensive in scope with a long-term perspective, our plans address the precise needs and objectives of each client family…today and for future generations.

Centerline Wealth Advisors was launched with a singular mission: to provide sound, insightful guidance on which our clients can rely no matter what conditions the economy presents.

Ormsby III Bldg., 10200 Forest Green Blvd, Suite 311, Louisville

Coats Financial Planning

Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for nearly two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of three dedicated and qualified financial advisors, two of whom are CFP® professionals.

We provide an independent, objective review of your financial situation, and seek a long-term ongoing relationship to help you meet your financial goals. Our client relationships are deep and are conducted exclusively on an ongoing retainer basis.

We put the interests of the client first in everything we do 100% of the time. No exceptions. Make sure any advisor you hire will put that fiduciary pledge in writing. Other than Fee-Only NAPFA-member firms, few will.

Our staff includes two CFP® professionals, trained in-house, with a minimum of 7 years of full-time experience as Fee-Only financial planners. We serve over 110 unique clients on an ongoing retainer basis, consisting of individuals, families, and trusts, many of whom have worked with us for 10 to 15 years. We are proud to note we have exceptionally little turnover of our client base.

Services

Fee-Only and Fiduciary
Experience and Depth
Retirement Puzzle Masters
Tax Planning Expertise
Low Cost Investments

1303 Clear Springs Trace, Ste 110 Louisville, KY 40223

Commonwealth Capital Management, LLC

Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. We always put our clients’ goals and needs first.

With our combined experience averaging 25 years each, the members of Commonwealth Capital Management practice the “cautious achiever” approach to accumulating wealth. Our desire is not to be all things to all people, but to excel in the areas that we practice. If you are a “cautious achiever” contact us to see if our practice management matches your needs.

Services

Investments

Full Service Brokerage
Wealth Management Services
Mutual Funds
Annuities-Variable & Fixed
Unit Investment Trust
Closed End Funds

Retirement

Qualified Plans
IRA Rollovers
Simplified Employee Pension (SEP)
SIMPLE Plans
Pension Plans
Profit Sharing Plans
401(k) Plans
403(b)Plans

Insurance

Long Term Care
Universal Life
Variable Life
Second to Die
Term
Whole Life
Split Dollar Arrangements

10345 Linn Station Road, Suite 200 Louisville, KY 40223

J. Hagan Capital

J. Hagan Capital is a Registered Investment Advisory firm. As the founder, Jon Hicks wanted to create a wealth management firm that puts its clients’ best interests first. As a firm loyal to its clients, we aim to use all our team’s experience and expertise to create peace of mind for you.

J. Hagan Capital grew as a response to our clients. Our founder, Jon Hicks, started the firm when he realized pre-retirees needed positive outcomes in their retirement planning, not just their investments alone. We saw a decreased appetite for risk and, as a result, lost opportunities for long-term investment returns.

Defined outcome strategies is a private investment strategy by J. Hagan Capital. This approach has garnered admiration from our growing client base as it’s customized to their unique needs.

Services

Retirement Planning
Do more with your retirement. You’ll need a plan for your income and more if you’re looking to go the distance.
Tax Planning Strategies
We believe nobody should pay more than necessary. If you don’t have a tax strategy, you could end up paying thousands more than you should. Our planning is designed to keep that from happening.
Estate Planning
What happens after you’re gone? Discover confidence in the future by nailing down exactly what you want to happen and designing a strategy to plan for that.
Investment Management
Your investments deserve better. We’ve poured countless resources into the most cutting-edge management technology so you have the most up-to-date info possible.

9627 Ormsby Station Road Louisville, KY 40223

Kentucky Planning Partners

At KPP, we believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.

The Advice for Life approach recognizes that we’re all on a special journey—and that each of us requires a roadmap to help us get to where we want to be.

This disciplined planning process has helped other KPP clients focus on eliminating debt, better understand the financial decisions that support their situation and improve family communication regarding money issues.

Discovery

Before we get down to crunching numbers we will talk about the things that are most important to you—family, community, pastimes, church.

Planning

Based on what we discuss in the discovery phase, KPP will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist.

Solutions

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life.

Monitoring

Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target.

Services

Financial Planning
Investment Management
Wealth Vision
Retirement Planning
401 (K) And Business Retirement Services
Education Planning
Insurance
Estate Planning

9300 Shelbyville Road Suite. 1310 Louisville, KY 40222

Lamkin Wealth Management

We’ll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Services

Wealth Planning
Together, we’ll complete a full assessment of your current financial situation as it relates to your retirement objectives, including a financial life plan.
Trust Services
We offer comprehensive trust services customized to help address your needs.
Estate Planning
Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future.
Risk Management Planning
Don’t let the unexpected put a halt on your retirement plans. Allow us to conduct a comprehensive review of your risks which are mitigated through insurance such as umbrella, long-term care, life and medical coverage.
Small Business Planning
If you own a small business, our business planning professionals offer a complimentary consultation with you and the key members of your organization to explore how we can best meet your needs

901 Lily Creek Road Unit 102 Louisville, KY 40243

Merit Harbor Advisors

Protect your Family:

Merit Harbor Advisors, LLC can create a multi-faceted protection and wealth building plan for you and your family. We offer a full complement of services to help you cover all of your personal assets as well as plan for the future.

Protect your Business:

Your business is your livelihood and you have worked hard to build it. You, your family, your vendors and everyone you employ rely on you everyday to keep it all sailing smoothly. A partnership with Merit Harbor Advisors will give you the peace of mind that being covered for any eventuality can bring.

Services

Wealth Building
Building wealth starts with proper planning. Merit Harbor will work with you to create the solid foundation you need for the future.
Retirement Planning
Living and feeling well is on everyone’s mind. Once in retirement, budgeting your resources and maintaining your lifestyle are likely among your highest priorities.
College Savings
Providing for the educational future of a child or grandchild requires both discipline and strategy.
401 (k) Rollovers
If you’ve changed jobs or are retiring, rolling over your retirement assets to an IRA can be an excellent solution.

1238 East Broadway Suite D. Louisville, KY, 40204

Atlas Brown Family Wealth Management

At Atlas Brown, you will receive our best ideas, strategies and investment opportunities. We apply institutional-quality techniques to a multidisciplinary investment approach – including using multiple asset classes and styles, outside managers, alternatives, individual securities and more–to create and manage a customized financial foundation for your family.

Our disciplined portfolio management strategies, combined with tactical family office solutions, help us manage all aspects of your family’s wealth. Multi-generational investment management requires complex integration which extends well beyond the practices of today’s typical investment advisor.

It’s important to rely on a firm with a heritage of family wealth management and comprehensive investment management services to help you preserve, manage and grow your wealth for future generations. Your financial goals and objectives are at the center of our approach.

Services

FAMILY OFFICE SERVICES

Investment Advisory and Management Services
Legacy Planning
Family Governance
Collaboration with Key Advisors
Lifestyle Management

WEALTH MANAGEMENT
Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.

COORDINATION and INTEGRATION
Using a multi-generational planning approach, your family’s financial affairs may be coordinated and integrated for family wealth continuity.

Preston Pointe 333 East Main St, Ste 400 Louisville, KY 40202

Bahe Farnsley Advisors

We have been in the Financial Planning business since 2004. We believe in maintaining a positive mindset, creating partnerships with a purpose, and always working in the best interests of our clients. When you work with us, you should expect a collaboration with transparency and consistency. Want to learn more? Please contact us for more information.

Our Process

Discover and Learn
Our first goal is to learn as much as we can about your individual situation and set of circumstances. We work with you and your other advisors to gather all the necessary information that will be needed to give you the best possible advice.

Analyze and Create
Next, we spend as much tome as needed analyzing all of this relevant information and get input from your other advisors as needed. We then work with you to create an individualized plan for either you and your family, or for your business.

Implement and Evolve
We then work closely with our clients to put the plan into action. Understanding that a good plan is a work in progress, we make certain to monitor the plan and adjust accordingly as life events happen, businesses grow, financial situations change, etc…

Services

Budgeting and tax planning
Managing liquidity
Risk management
Portfolio construction
Planning for retirement and the transfer of wealth
Education planning
Social security maximization
Insurance analysis
Group retirement plans
Buy/Sell agreements
Key person coverage
Concierge services
Consolidated reporting
Investment advisory service
Human capital and philanthropy planning

4360 Brownsboro Rd Suite 104 Louisville, KY 40207

The Best Financial Advisors in Louisville

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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