Fiduciary advisors in Louisville, KY

Louisville, Kentucky

Credent Wealth Management - Louisville, KY is an investment advisory firm in Louisville, Kentucky. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Louisville, Kentucky

Keystone Financial Group is an SEC-registered investment advisory firm founded in 2008 with offices across Kentucky, including Louisville. The firm provides investment management services and uses a structured planning process (EGPRIM) that emphasizes understanding client needs, building customized strategies, and ongoing portfolio monitoring with recommended meetings at least twice annually. Led by advisors including Mike Hobbs, a CFP and CPA with over 30 years of experience in retirement and family financial planning, the firm partners with LPL Financial as custodian and had surpassed $2 billion in assets under management as of November 2021.

Louisville, Kentucky

Meritrust Wealth Management, established in 1999 in Louisville, Kentucky, offers estate planning, investment management, and wealth management services, often in conjunction with tax and accounting expertise through its relationship with MCM CPAs & Advisors LLP. The firm's team includes professionals with credentials such as JD, CFP, CPA, and MBA designations, with combined experience exceeding 170 years. The firm is affiliated with Kestra Financial as its broker-dealer and utilizes National Financial Services for trade processing and client reporting.

Louisville, Kentucky

Independent RIA

Sequoia Advisor Group is an independent registered investment advisor based in Louisville, Kentucky, offering investment management, financial planning, estate planning, and tax strategy services. The firm's team includes Jason Hunsucker (CEO with 25 years of planning experience), Michael Lindemann (14 years as an advisor), Jason Magar, CFP® (Chief Operating Officer with over 20 years in financial services), and Ingrid Martinez, MS (business development and relationship management). The firm uses a collaborative planning approach that begins with understanding client goals and circumstances, followed by customized plan implementation and ongoing monitoring.

Louisville, Kentucky

Stegner Investment Associates is a fee-only, SEC-registered investment advisor and employee-owned firm established in 1994 in Louisville, Kentucky. The firm serves high net-worth individuals, corporate retirement plans, and nonprofit institutions with investment management and financial planning services, including asset allocation, tax-efficient strategies, retirement planning, and estate planning coordination. SIA operates as a fiduciary using an in-house investment research process and manages approximately $2 billion in assets. The firm's leadership and investment specialists collectively bring over 125 years of industry experience.

Louisville, Kentucky

Yancey & Associates Wealth Management is an investment advisory firm in Louisville, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.