6 advisors with offices in Louisville. Credentials, fee structures, and minimums are disclosed on each listing.
Louisville, Kentucky
Credent Wealth Management is based in Louisville, Kentucky and provides financial planning and investment management services. The firm specializes in wealth management for its clients.
View detailsLouisville, Kentucky
Keystone Financial Group is an investment management firm based in Louisville, Kentucky. The firm operates in English and holds a 5-star rating on Google based on nine reviews.
View detailsLouisville, Kentucky
Meritrust Wealth Management provides estate planning and investment management services to clients in Louisville, Kentucky. The firm specializes in wealth management and estate planning matters. Services are offered in English.
View detailsLouisville, Kentucky
Independent RIA
Sequoia Advisor Group is an independent registered investment advisor based in Louisville, Kentucky. The firm provides investment management and tax planning services. Spanish-language support is available.
View detailsLouisville, Kentucky
Stegner Investment Associates, Inc. is based in Louisville, Kentucky and provides financial planning and investment management services. The firm operates in English.
View detailsLouisville, Kentucky
Yancey & Associates Wealth Management is based in Louisville, Kentucky and offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of its wealth management practice. Services are provided in English.
View detailsAdvisors serving Louisville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kentucky's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.