View Profile
Patterson & Company Cpas Pllc
- Bill
- Program
- Questions
“The best part about this Patterson & Company CP As is the full range of services that they provide to ease the administrative and financial burdens of your business.”
Best Financial Advisors in Louisville, KY
24 firms listed · all 24 in Louisville · 22 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
View Profile
Strategic Wealth Designers
- Fees
- Pressure
- Seminar
“Throughout the process Dustin and the entire team have been responsive, professional and moved at a pace that allowed us to fully understand each step along the way.”
View Profile
Elder Advisers
- Team
- Estate
- Nursing Home
“Mom is working with this amazing team herself, to ensure her assets are secure and doing everything she can to stretch her finances to cover her senior years.”
View Profile
Commonwealth Capital Management
- Economy
- Honesty
- Decisions
“Trust is the first thing that comes to mind when it comes to knowing our finances are in the right hands during a time when the economy is at its shakiest!”
View Profile
Accredited Wealth Management
- Needs
- 2008
- Interest
“I recommend Accredited Wealth Management to anyone looking for fiduciaries who will have a personal interest in you - you will not be kust a name in a database.”
View Profile
Klump Blandford Huff, Psc, Cpas
“As a business owner, it is essential to have dependable, professional partnerships in areas as important as financial record keeping, tax accounting and management.”
The 24 firms listed for Louisville, KY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Louisville, KY
All 24 firms we list here are in Louisville itself. We have 77 firms in Louisville on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 523 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (88%), quality (69%) and responsiveness (66%). The services the firms on this page list most often on their websites are investment management (5), retirement planning (4) and financial planning (3). 1 shows a license on its website and 9 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 102 years. 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Louisville take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
View Profile
Kentucky Planning Partners
View Profile
KFG Enterprises
“I have received excellent service and guidance from multiple persons in this group for over 10 years.”
View Profile
Centerline Wealth Advisors
- Retirement
“We thought we were too young to have a financial "guy," but transitioning and trusting them with our investments has been a wonderful, life altering decision.”
View Profile
Pillar Financial Advisors
“If you are looking for a fiduciary and financial advisor who treats you like family, then I highly recommend Pillar Financial Advisors.”
View Profile
Creative Capital Group at Money Concepts
“This group of professionals have done a great job of managing my assets in retirement.”
View Profile
Rich Wealth Management
- Advice
- Portfolio Investment
“I trust Dwight, he is always prepared, professional and willing to do additional research.”
View Profile
Capital Wealth Management
View Profile
Roberts CPA Group
- Questions
- Job
“He has done our taxes for 20 years and knows how to advise other professionals how to manage their financial affairs and avoid paying unnecessary taxes.”
View Profile
J. Hagan Capital - Financial Advisor
- Attention
“I am in fact knocking at the door of retirement & thanks to Jon for meeting with me after the initial classroom experience & reviewing my financial portfolio, I am on track !”
View Profile
Shaw American Financial Corporation
“Amanda and Marie provide timely responses.”
View Profile
Warren Wealth Management & Tax Planning
- Information
- Retirement
- Taxes
“He can present the investment plan he developed for you so you can visually see how it all lays out and if you need to make adjustments he can make changes with a few clicks.”
View Profile
Solutia Cpa's
“Great communication throughout the entire process & uploading documents to share was a breeze!”
View Profile
Mather & Co
“They explain everything thoroughly and keep you informed on the most up to date tax laws so that you stay compliant.”
View Profile
Stonewood Financial Solutions
“I have read his book "The New Rules of Retirement Savings" several times and have bought over 30 copies to give to friends...”
View Profile
Oxinas Partners
“I've worked with Oxinas for years, they always seem to be thinking at least one step ahead.”
View Profile
First Kentucky Securities
“I was referred to Bill by a well known entrepreneur last year and he was right...”
View Profile
A. Roberts & Associates
“The team is very friendly and responsive!”
View Profile
Saling Wealth Advisors
“Practical, personable, and professional.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
