Louisville, KY

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Louisville, KY
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Best Financial Advisors in Louisville, KY

The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Louisville area.

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Patterson & Company Cpas Pllc

Patterson & Company Cpas Pllc

(49)
  • Needs
  • Questions
  • Knowledge
“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.”
Accepts All Major Credit Cards
In Business Since 2014
Remote Consultations Available
Licensed, BBB Rating: A+
2297 Lexington Rd #102, Louisville, KY
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Elder Advisers

Elder Advisers

(48)
  • Assets
  • Estate
  • Call
“Larry and Autumn treated us like family and I know when the time comes they will be there to make the transition of my father's loss as painless has possible.”
In Business Since 2011
Licensed
6511 Glenridge Park Pl STE 5, Louisville, KY
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Strategic Wealth Designers

Strategic Wealth Designers

(47)
  • Portfolio
  • Pressure
  • Dinner
“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.”
In Business Since 2004
500 N Hurstbourne Pkwy #120, Louisville, KY
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Commonwealth Capital Management

Commonwealth Capital Management

(26)
  • Retirement
  • Decisions
  • Life
“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!”
Accepts All Major Credit Cards
In Business Since 2005
Licensed, BBB Rating: A+
10503 Timberwood Cir #205, Louisville, KY
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Accredited Wealth Management

Accredited Wealth Management

(31)
Wealth Planning, Investment Management
“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.”
In Business Since 2013
6010 Brownsboro Park Blvd suite f, Louisville, KY
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Lamkin Wealth Management

Lamkin Wealth Management

(7)
Risk Management Planning, Wealth Planning, Small Business Planning
“He takes care of my financial assets like I was a member of his family.”
In Business Since 2005
Licensed, BBB Rating: A+
901 Lily Creek Rd, Louisville, KY
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Timothy A. Masterson

Timothy A. Masterson

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners and independent professionals. Our rates are affordable. We are experienced and we're friendly....”
Transparent Fees & Pricing
In Business Since 2000
Offers Financing Options
Licensed, BBB Rating: A+
209 Townepark Cir STE 100, Louisville, KY
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Klump Blandford Huff, Psc, Cpas

Klump Blandford Huff, Psc, Cpas

(4)
“As a business owner, it is essential to have dependable, professional partnerships in areas as important as financial record keeping, tax accounting and management.”
Accepts All Major Credit Cards
In Business Since 2018
Licensed, BBB Rating: A+
1300 Gardiner Ln STE 1, Louisville, KY
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Advantage Investment Management

Advantage Investment Management

Estate Planning, Investing For Education, Tax Considerations
“Our team is dedicated to providing investment management and strategic wealth planning that is personalized for you and your family. At AIM, we believe that a strong, personalized plan provides the firm foundation needed to build a healthy, prosperou...”
In Business Since 2007
Coupons & Offers
2319 Lime Kiln Ln # A, Louisville, KY
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Kentucky Planning Partners

Kentucky Planning Partners

Retirement Planning, Insurance, Financial Planning
“As an independent firm, we are committed to offering independent advice.”
Accepts All Major Credit Cards
In Business Since 2009
Licensed, BBB Rating: A+
9300 Shelbyville Rd # 1310, Louisville, KY
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KFG Enterprises

KFG Enterprises

(2)
“I have received excellent service and guidance from multiple persons in this group for over 10 years.”
Accepts All Major Credit Cards
In Business Since 1926
Licensed, BBB Rating: A+
2225 Lexington Rd, Louisville, KY
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Creative Capital Group at Money Concepts

Creative Capital Group at Money Concepts

“Whether you're worried about market downturns, concerned about your tax exposure, or unsure about retirement income, you can be confident in our team's abilities to design a plan specifically for you.”
In Business Since 1981
Licensed, BBB Rating: A+
323 Townepark Cir, Louisville, KY
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Goforth & Herron

Goforth & Herron

(8)
Tax Services, Services For Individuals, Business Services
“Even during busy tax season, they stop to answer your questions.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
317 Townepark Cir Ste 100, Louisville, KY
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Creative Capital Group at Money Concepts

Creative Capital Group at Money Concepts

“Whether you're worried about market downturns, concerned about your tax exposure, or unsure about retirement income, you can be confident in our team's abilities to design a plan specifically for you.”
In Business Since 1981
Licensed, BBB Rating: A+
323 Townepark Cir, Louisville, KY
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Amick and Company

Amick and Company

(2)
Tax Services, Industries, Services For Individuals
“Gordon "Pete" Peterson has been my CPA for at least 30 years, and I'm sure he will continue to be as long as he continues to practice and I'm still around.”
Offers Financing Options
In Business Since 1953
Free Initial Consultation
Transparent Fees & Pricing
410 W Chestnut St, Louisville, KY
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Toni Levy & Associates

Toni Levy & Associates

(6)
Quickbooks Services, Tax Services, Services For Individuals
“Very pleasant and friendly and knowledgeable.”
Offers Financing Options
In Business Since 1997
Transparent Fees & Pricing
1608 W Broadway, Louisville, KY
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Kplus Tax Services

Kplus Tax Services

(14)
  • Money
  • Information
“Besides the personalization of services provided, one of my favorite features of K+ Tax Services is the secured individual client portal that enables me to send and/or receive information when I'm unable to physically go into the office.”
In Business Since 2019
5010 Middlesex Dr, Louisville, KY
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Schultz & Associates

Schultz & Associates

(6)
“Used Schultz & Associates to file my businesses corporate taxes as well as my personal taxes, They were prompt and professional, advised us of ways to help reduce costs and increase our returns.”
Offers Financing Options
In Business Since 2002
Transparent Fees & Pricing
6004 Brownsboro Park Blvd # B, Louisville, KY
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First Bankers Trust Company

First Bankers Trust Company

(1)
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“We have had a working relationship with them for years and I highly recommend them.”
Locally Owned & Operated
In Business Since 2015
Transparent Fees & Pricing
10503 Timberwood Cir Suite 120, Louisville, KY
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Bechtler, Parker & Watts

Bechtler, Parker & Watts

(3)
“Love working with Debbie and Tom.”
In Business Since 2017
Licensed, BBB Accredited
9750 Ormsby Station Rd # 300, Louisville, KY
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Ollie Green & Co Cpa's

Ollie Green & Co Cpa's

(3)
“Great 👍 …”
Offers Financing Options
In Business Since 2000
Transparent Fees & Pricing
1300 S 4th St #100, Louisville, KY
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Pillar Financial Advisors

Pillar Financial Advisors

(1)
“If you are looking for a fiduciary and financial advisor who treats you like family, then I highly recommend Pillar Financial Advisors.”
In Business Since 1998
Licensed, BBB Rating: A+
3046 Breckenridge Ln # 104, Louisville, KY
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Roberts CPA Group

Roberts CPA Group

(16)
Strategic Wealth Management, Retirement Planning Tax Strategies, Tax Services
“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.”
In Business Since 2011
201 Townepark Cir B-1, Louisville, KY
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Rich Wealth Management

Rich Wealth Management

(10)
“I trust Dwight, he is always prepared, professional and willing to do additional research.”
In Business Since 2020
9850 Von Allmen Ct #201, Louisville, KY
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Retirement Planning and Investment Management Services in Louisville, KY Cost Estimates

Minimum cost
$1242
Maximum cost
$10555
National Average
$3726
Avg Per Hour Rates
$373
$2484
$6830
Typical price range is based on 300 cost profiles
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Average Cost $3726
Minimum cost $1242
Maximum cost $10555
Avg Per Hour Rates $373

Typical range $2484 to $6830 is based on 300 cost profiles.

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Wealth Management Advisors near Louisville

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