Connect with Top-Rated Financial Planners in Louisville!

Accredited Wealth Management is a Louisville-based, fee-only wealth management firm that offers integrated wealth planning and investment management services. Our team of experienced professionals works with clients to build customized wealth plans and provides proactive, research-driven investment solutions. We believe in a culture of teamwork and stewardship, delivering high-quality service to our clients while putting their interests first. With a strong commitment to independence and objectivity, we avoid proprietary products and revenue-sharing, ensuring that our advice is always objective and in the best interest of our clients.

At Centerline Wealth Advisors, we enjoy helping families and individuals coordinate the financial details of their lives, so they can focus on career, spending time with family, and passions in life. Our Core Services take you through the process of crafting a personal financial plan and analyzing all areas of your financial life. In addition to our Core Services, we offer many specialized services we have developed over years of working with families just like yours. Not everyone has the same needs or goals, so we have identified many unique planning opportunities. Learn More.

Saling Wealth Advisors is a financial advisory firm that provides customized services for discerning clients. The firm was founded in 2016 by Jay Saling, Eric Saling, and Jason Stuber with over 80 years of combined financial industry experience. Our team offers strategic wealth planning and handles every aspect of clients' financial lives. We provide a range of services including estate, charitable giving, and trust investment management, business planning, financial planning, portfolio management, retirement planning, and risk management. With a focus on delivering tailored solutions, we strive to help our clients achieve their financial goals and objectives.

Turner Small Business Consulting, LLC provides professional bookkeeping and financial services to small businesses in Saint Louis Park, Minnesota. With over 15 years of experience, our team is dedicated to helping entrepreneurs manage their finances, stay organized, and improve efficiency.

At Elder Advisers, we work tirelessly to help families financially plan for their loved one's transition to an assisted living facility or nursing home. We want to ensure you too "Don't Go Broke in a Nursing Home." Our experienced team provides a range of services, including asset protection, financial planning, real estate planning, and Medicaid planning. We help families protect their life savings and ensure they have the resources to live a full and happy life, meeting them where they are on their healthcare journey. Our goal is to assure our clients have the resources to live a full and happy life, and we achieve this by providing personalized guidance and support every step of the way. Whether you are preparing for a potential move to an assisted living facility or nursing home, or simply want to plan for your future, our team is here to help.

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

ACCESS Wealth Management offers expert investment management and financial planning services to high net worth individuals, business owners, professional athletes, and coaches, with a focus on providing exceptional service and achieving clients' financial goals. The company is an independent Registered Investment Advisor with over 100 years of combined experience, providing personalized investment solutions and financial guidance. With a commitment to transparency, integrity, and objectivity, ACCESS Wealth Management helps clients achieve their financial aspirations and build a meaningful legacy.

Alexander Investment Services (AIS) is a full-service financial advisory firm located in Louisville, Kentucky. With over 125 years of investment experience, we specialize in providing customized financial advice and investment strategies to our clients. Our services include retirement planning, wealth management, college funding, estate planning, and more. Our team of experienced financial advisers is dedicated to delivering personalized service and helping our clients achieve their financial goals.

Pillar Financial Advisors is a fiduciary financial planning and advisory firm based in Louisville, offering personalized services to help individuals and families plan for a successful retirement. Our team of experienced professionals, including a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and two Chartered Financial Analysts (CFAs), will guide you through the critical decisions in your Opportunity Zone, ensuring you make the most of your 5-10 years leading up to retirement. With our expertise in investment management, tax planning, and legacy planning, we'll help you create a tailored plan to maximize your wealth and achieve a fulfilling retirement.

Biztrackr is a web application designed to simplify paperwork and business tracking for financial advisors. The platform allows users to track business items from paperwork pending to commissions paid, including the ability to add investment information, notes, and service items. With reporting features and online support, Biztrackr helps financial advisors stay organized and focused on their work. Whether you're a solo practitioner or a large firm, Biztrackr's features and pricing plan make it an ideal solution for any financial advisory business.

J. Hagan Capital is a comprehensive wealth management firm that provides personalized financial solutions to its clients. The company's approach is centered around defined risk management strategies, utilizing mathematically-researched methods to help clients achieve their financial goals. With a focus on proactive, long-term planning, the firm's advisors offer customized investment plans, tax design strategies, estate planning, and retirement planning services to ensure clients' financial security and peace of mind. By leveraging advanced software and cutting-edge technology, J. Hagan Capital's expert team helps clients achieve a high-tech, integrated investment planning approach tailored to their unique needs and goals.

MainStreet Wealth Management is a financial planning firm located in downtown Louisville, offering comprehensive planning services to clients covering financial, estate, business, tax, and investment planning needs. With over 100 years of cumulative experience, we provide financial services designed to help people create, protect, and enjoy wealth. Our team of experienced professionals prioritize integrity, competence, objectivity, reliability, and respect in our services.

Mercurio Wealth Advisors is a registered investment adviser located in Louisville, Kentucky, providing personalized retirement planning services, including retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. With a focus on creating a culture of learning throughout the retirement planning experience, Mercurio Wealth Advisors helps individuals achieve their retirement goals through a tailored approach that considers their entire financial picture.

First Kentucky Securities is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector since 1977. Our office helps individuals, families, and institutions elevate their personal, professional, and financial lives with service founded in integrity and compassion. Led by Accredited Investment Fiduciary, Tyler Current, our team is committed to putting your best interest first-always and without exception.

Geer Financial Services is a customized, collaborative, and comprehensive financial planning firm that specializes in insurance-based asset strategies for ultra-high net worth individuals and families. With a focus on building strong relationships with clients and industry professionals, the firm offers a wide range of services, including estate planning, charitable planning, and business owner planning. With over 60 insurance companies licensed, the team at Geer Financial Services works tirelessly to secure the best financial solutions for clients, ensuring that their financial goals are met and exceeded. Whether you're looking to protect and grow your assets, create a charitable legacy, or transfer wealth to future generations, Geer Financial Services has the expertise and resources to help you achieve your objectives.

Bluegrass Capital Advisors is an independent financial planning and wealth management firm primarily focused in greater Chicago. We strive to demonstrate the following core principles in every interaction you have with us: alignment of interests, partnership means real service, optimal solutions, and a holistic approach. Our team listens to the needs of our clients and collaborates to build their personalized financial plans. We identify optimal financial solutions that can get clients to their desired financial futures. Our ideal client is someone who will trust us to manage their financial future for their total life.

Green Street Capital, LLC provides valuable advice on how to strategically approach your tax situation and offers a unique approach to wealth management by working to leverage your investment, insurance and retirement planning decisions with your tax planning. Through this approach, the company has helped thousands of clients stay on track with their tax planning while implementing sound investment, insurance and retirement planning strategies. The company works seamlessly with its clients to offer an all-encompassing and guided approach to financial planning.