Best Financial Planners in Louisville (2026 Rankings)

Asamoa & Associates stands out for its comprehensive approach, integrating accounting and financial planning services seamlessly. They offer personalized strategies to optimize your financial health, with a strong emphasis on tax efficiency. Clients consistently praise their in-depth understanding and proactive guidance.

Centra Credit Union provides a member-centric approach to financial planning, prioritizing your financial well-being within a trusted community framework. They offer a range of services designed to support individual and family financial growth. Their accessible team is committed to helping members achieve their long-term objectives.

Bluegrass Wealth Management excels in crafting bespoke investment and financial strategies tailored to your unique aspirations. Their experienced advisors focus on building long-term relationships and providing clear, actionable advice. Expect a sophisticated yet approachable experience focused on preserving and growing your wealth.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Derby City Financial Advisors offers personalized financial planning with a deep understanding of the local Louisville market. They are committed to building lasting relationships by providing clear, objective advice for your financial journey. Their team works diligently to help clients navigate complex financial decisions with confidence.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

River City Planning Group provides a wide spectrum of financial planning services, from retirement income strategies to estate planning. They pride themselves on a client-first philosophy, ensuring your financial plan aligns with your life goals. Their dedicated team offers consistent support and expert insights.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Commonwealth Financial Partners delivers a robust suite of financial planning services designed to meet diverse client needs. They focus on building secure financial futures through diligent planning and expert advice. Their commitment is to provide clarity and confidence in your financial decisions.

Louisville Legacy Planners specializes in helping clients establish and maintain long-term financial security and build generational wealth. They offer tailored strategies for retirement, investment, and estate planning. Their focus is on creating a clear roadmap for your financial legacy.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Falls City Financial Solutions offers practical and effective financial planning to address your unique challenges and opportunities. They provide clear guidance on investment management, retirement planning, and wealth accumulation. Their approach is centered on delivering tangible results for your financial well-being.

Ohio River Advisors provides insightful financial guidance with a focus on navigating market complexities. They offer personalized strategies for investment growth and risk management. Clients rely on their dependable advice to achieve their financial objectives.

Thoroughbred Financial Group offers dynamic financial planning services aimed at helping clients reach their ambitious goals. They provide expert advice on investment management and wealth preservation. Their team is dedicated to creating customized plans that drive success.