Find wealth managers in Louisville

Sign up to receive our Monthly Newsletters to learn more about how others are planning for retirement. 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

At SunHarbor, we understand how difficult it can be to find someone you trust to help guide you through financial matters. With over 50 years of combined experience in the financial industry, if it has to do with money, our clients call us first. Your financial success is more than just numbers. To us, your success is when you have the financial independence

Anthony Christensen is the founder and Managing Partner of ACCESS Wealth Management. With more than 20 years of financial experience, Tony provides innovative insight and sound guidance to high net worth individuals and their families. Through customized planning, investment and insurance strategies, he helps clients gain control over their complete

Creating a strategy centered around your life, your objectives, and your needs is our goal. We can help you get on the right path. Working your way to the top isn't easy-but it's not impossible. With the right financial plan in place and a strategic planning partner you trust, anything is possible. As one of the oldest independent investment firms

Since then, the partners have grown the business into the successful enterprise it is today. During this time, they added 4 new advisors: Bill Hook as an Investment Consultant in 2009, Stephen Corsi as a Junior Partner in 2011, Sam Hunter in 2012 as a Junior Partner, and Sarah Diffenderfer in 2019 as a Financial Advisor. With over 100 years of cumulative

Saling Wealth Advisors was established as a financial advisory firm in 2016 by Jay Saling, Eric Saling and Jason Stuber. The firm was founded upon a desire to offer the ultimate client experience paired with a focused delivery of strategic wealth planning, to handle every aspect of clients' financial lives. With over 80 years of combined financial

Every family needs a reliable partner rooting for their success. When it comes to your retirement, you need a licensed professional on your side to help you understand everything you need to know. The Mercurio Wealth Advisors are your coaches committed to seeing you win. To help you reach your retirement goals, we work with you to build a RETIREMENT

Centerline Wealth Advisors was launched with a singular mission: to provide sound, insightful guidance on which our clients can rely no matter what conditions the economy presents. To fulfill our mission, we leverage our profound experience in the financial and investment arenas, our fluency with advanced technology and our dedication to cultivating

We provide valuable advice on how to strategically approach your tax situation. Green Street Capital, LLC working with HKFS offers a unique approach to wealth management by working to leverage your investment, insurance and retirement planning decisions with your tax planning. Through this approach, HFKS has helped thousands of clients stay on track

Bluegrass is a privately owned firm that provides a broad range of financial and investment services to families, individuals, corporations and institutions. With a rich history in different sectors of the financial space, the people of Bluegrass bring a diversified background in wealth advisory services and asset management.

We are not affiliated with any Pensions provider, and can help you, in an unbiased manner, to select a pension plan that best suits your individual needs. Without good life, home and maybe income protection insurance, as unforeseen problems can be very problematic. A tailored financial plan that suits you specifically, undertaken with care and consideration