We Have Listed The Top 10 Financial Advisors In Louisville To Help You Choose The Best Professional For Your Needs.
Address: 500 N Hurstbourne Pkwy, Suite 120 Louisville, KY 40222
Phone: 502-412-3354
Website: https://swdgroup.com/locations/financial-advisor-louisville-ky/
Strategic Wealth Designers (SWD) was founded in Louisville, KY by Matthew Dicken in 2002 with the goal of helping retirees and pre-retirees secure their financial future. Our “safer money” approach to investing coupled with a track record of success have created a formula for tremendous growth. We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people. In 2016, we started expanding into several new markets and now have offices in 10 states and clients throughout the United States. Over the years, this has given us the opportunity to assist over 5000 individuals and families with their retirement and financial planning needs. SWD subscribes to a couple of simple yet unconventional principles when it comes to our client relationships — education and honesty. Our goal is to distill complex financial concepts into simple ideas and language to help our clients make the best financial decisions for themselves and their families. Coupled with transparent conversation when we see mistakes being made or if we believe we can’t add value to a someone’s situation, our philosophy is tested and proven to be successful over many years and geographies. The same guiding principles are applied to every client relationship. This method assures best practices for our clients with the results being consistency, peace of mind and the opportunity to have an exciting and secure retirement.
Address: 301 Townepark Circle Louisville, KY 40243
Phone: 502-398-5050
Reliant’s differentiating value is our focus on building “comfort” for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: We want a long-term relationship with clients, not to just simply complete a transaction for a customer and move on to the next “opportunity.” We are fanatical about continuously building our level of technical expertise in both financial planning and portfolio management. We have many of the most respected designations in our fields, such as CFP®, RICP®, CFA® and CRPC®. Although we would be the first to admit that designations do not prove competence, they are a strong indicator of someone seeking it. Trust is earned by consistently doing what we have committed to doing and diligently trying to properly set expectations. Wealth planning is important to you, but you may not have the time, patience, knowledge or desire to travel that road alone. At Reliant Wealth, you will have a highly credentialed and accomplished team working diligently on your behalf.
Address: 139 S. English Station Rd Ste 230 Louisville, KY 40245
Phone: 502-426-0300
Website: https://coatsfinancialplanning.com/
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. Our staff includes five CFP® professionals, all trained in-house to the rigorous standards required of a comprehensive Fee-Only financial planner. We serve around 150 unique clients on an ongoing retainer basis, consisting of individuals, families, and trusts, many of whom have worked with us for 10 to 20 years. We are proud to note we have exceptionally little turnover of our client base. Most financial planning firms lay claim to being independent, unbiased, caring, and competent. However, the facts don't always back up the assertions when you prod beneath the surface. Our firm was founded from the beginning to offer exceptional analytical horsepower and the highest possible ethics. We've gone into some detail here about five areas that we think distinguish us from the herd. Please click on each subject for further details. Our structure of Fee-Only Compensation and a Fiduciary level of care protects the interests of our Clients at all times. As Fee-Only advisors, product sales are prohibited, so all of our compensation comes directly from our clients in a very transparent manner. As NAPFA-Registered Advisors, all of our planners took a fiduciary oath to always act in the best interests of our clients. Unfortunately, the law allows many advisors to give clients the impression they act as fiduciaries but they can take advantage of loopholes in the law to “switch hats” in the implementation part of the process and sell the client commission-based products under a lesser standard of care.
Address: 9100 Shelbyville Rd., Suite 150 Louisville, KY 40222
Phone: 502-253-9366
Website: https://mercurioadvisors.com/
A successful retirement starts with a comprehensive evaluation of your life: your spending, savings, expenses, wants, and needs. By tying together your investments, income, and estate planning, our goal is for you to achieve an attainable and stress-free retirement. Our strategic partnerships allow us to give you a complete 360-degree view of your retirement plan. Our team will design strategies so you can reach your future goals. You’re always our top priority. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. With us, you don’t just get one advisor who cares; you get an entire team. Our approach allows for personalized attention from a team of professionals who are all working on YOUR behalf. Alan Mercurio is the Chief Financial Advisor, Founder, and President of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc. Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance.
Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. - Wealth Preservation Strategies - Retirement Planning Strategies - Investments - Retirement Income Strategies - Retirement Plan Distribution - Small Business - Executive Compensation and Benefit Strategies - Insurance - Tax Planning Strategies - Charitable Giving - Estate Planning Strategies We are proud to serve our community in many ways. Following are a few of the organizations that are near and dear to our hearts. - Sportsworld International - Ronald McDonald House - Franciscan Kitchen
Address: 101 Bullitt Lane Floor 04 Louisville, KY 40222
Phone: 502-329-5000
The Louisville office has proudly served the financial needs of the local community for over 40 years. At the heart of our philosophy is a desire to build enduring client relationships. Working side-by-side with our clients, Merrill Lynch Financial Advisors see a client's life in total. They help all the pieces work together. And they help the whole become something greater. Our Financial Advisors take the time to understand your life in full and in depth. They look beyond the single dimension of investments and find powerful, innovative ways to integrate and leverage all the pieces of your financial life. We invite you to contact our office for an appointment with one of our Financial Advisors. Our office is conveniently located on the East End of Louisville near the Oxmoor Mall. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 901 Lily Creek Road Unit 102 Louisville, KY 40243
Phone: 502-690-6764
Website: https://www.lamkinwealth.com/
Over the years, we have found that a team approach in our wealth management firm 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 financial planning and wealth management services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Feel free to check out all the financial planning and wealth management material on our website. If something prompts a question, please send us a quick email or call our wealth management firm founded by Mark Lamkin. We would be glad to speak with you and assist with your financial needs.
Address: 6010 Brownsboro Park Boulevard Suite F Louisville, KY 40207
Phone: 502-290-1905
Website: https://www.accreditedwm.com/
Accredited Wealth Management is an independent Registered Investment Advisor (RIA). As a Louisville-based, fee-only wealth management firm, we offer more than just money management. Our highly-experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed and proactively-delivered investment and planning solutions. Our culture of teamwork and stewardship helps us deliver the highest level of professionalism and personal service. Our firm is built on the belief that there is a better way to provide wealth management services: Clients First Putting your interests first—always Independent & Objective Avoiding proprietary products, commissions, soft dollars and revenue sharing to limit any potential conflicts Comprehensive Planning Providing integrated wealth planning that encompasses more than just managing your money Ownership Attracting and retaining employees that are passionate, empowered and strive to be the best in the business At Accredited Wealth Management, we provide integrated wealth management that includes financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, gifting strategies and more. Because wealth management can be complex, we may draw on our network of specialists and subject matter experts and consult with your other professional advisors to help coordinate your comprehensive strategies.
Address: 4965 U.S. 42 Suite 1000, Louisville, KY 40222
Phone: 800-763-7930
Website: https://elderadvisers.com/
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. Did you know, every day, someone’s spouse, parent, sibling, grandparent, friend or neighbor is unnecessarily spending their hard-earned money on a nursing home stay or forced to spend down their assets to qualify for Medicaid? In the U.S., the average nursing home stay is more than $6,200 a month – a costly expense that can easily wipe out an individual’s entire life savings in mere months. If that is not bad enough, some people needing more specialized medical care – only assisted living and nursing homes can provide – are unable to get the help they deserve because they have too many assets and do not qualify for Medicaid. This is called “over-resourced.” Do not let this happen to your family. You have options. Let Elder Advisers help! We want to ensure you too “Don’t Go Broke in a Nursing Home.” Call us today at (800) 763-7930, or visit our “Contact Us” page, for more information.
Address: 9627 Ormsby Station Road Louisville, KY 40223
Phone: 502-690-5635
Website: https://jhagancapital.com/
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. Because of that, our firm’s approach is to use mathematically-researched strategies and platforms allowing retirees to stay invested even in choppy markets. We focus on a proactive, long-term future for you. 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. We frequently monitor and measure progress so we can help our clients take advantage of other opportunities as they emerge along the way. This helps ensure our clients’ investments stay aligned with the goals they have established. Extensive resources are sourced and personalized for each individual client. Our advisors are committed to ensuring you get the right approach to your unique needs. Our wealth management teams and strategists collaborate with you to nurture a relationship of trust and the highest level of customer service. At J. Hagan Capital, our focus is on you. We use leading analytics, artificial intelligence (AI), and defined investment platforms once out-of-reach for most clients. Our research goes beyond stocks and bonds and provides our clients access to a new level of investment protection. This offers you added peace of mind during volatile markets and additional investment choices to help achieve expected levels of returns. The #1 concern many retirees have is how to keep from losing their money. Avoiding losses is crucial to our mathematic-based strategies. Our philosophy is that lost money typically never comes back. During our meetings with clients, we discuss the details of our asset allocation strategy. Each of our portfolios is tailored to meet your unique needs.