Top Professionals
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Accredited Wealth Management
Accredited Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Louisville, KY, that offers comprehensive wealth management services beyond simple money management. The company focuses on integrated wealth planning, including financial planning, investment manag...Read More
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Centerline Wealth Advisors
Centerline Wealth Advisors is a fiduciary financial advisory firm dedicated to providing comprehensive financial planning and investment advice with a long-term perspective. The company focuses on delivering personalized, objective guidance to families, physicians, and business owners, helping them ...Read More
Commonwealth Capital Management, LLC
Commonwealth Capital Management (CCM) is a comprehensive financial services firm dedicated to helping clients achieve financial freedom through personalized investment, retirement, and insurance planning. Since 1994, the company has been guiding clients in turning financial goals into reality withou...Read More
Dan Hardt Financial Services
Hardt Financial Group is a financial advisory firm that provides guidance and support to clients on their financial journeys. The company offers a range of services including financial planning, investing, and wealth management, with a focus on personalized service tailored to individual client need...Read More
Family Wealth Planning Partners
Family Wealth Planning Partners is a lifestyle planning firm focused on educating and supporting individuals as they grow, preserve, and transfer their wealth across generations. The company emphasizes an education-focused approach to financial planning, helping clients understand their investments ...Read More
J. Hagan Capital - Financial Advisor
J. Hagan Capital is a Louisville-based registered investment advisory firm focused on retirement-centric wealth management for clients across the United States. Founded by Jon Hicks, the company was created to deliver better retirement outcomes for pre-retirees and retirees by combining defined risk...Read More
Kentucky Planning Partners
Kentucky Planning Partners (KPP) is an independent financial advisory firm that provides “advice for life” to help clients live richly and work toward the life they’ve earned. The company offers a full range of investment and financial services, leveraging a wide array of strategies to support goals...Read More
Lamkin Wealth Management
Lamkin Wealth Management is a Louisville-based financial advisory firm led by founder and CEO Mark Lamkin, providing holistic wealth management and financial planning services. The company focuses on organizing each client’s entire financial life, addressing retirement planning, investing, tax and c...Read More
Lifetime Wealth Strategies - Financial Advisors
Lifetime Wealth Strategies is a financial planning and wealth management firm with offices in Louisville, Kentucky, and Jeffersonville, Indiana, focused on helping clients “live every day like it’s the weekend” through comprehensive, personalized planning. The company’s experienced team takes a coll...Read More
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Pillar Financial Advisors
Pillar Financial Advisors, LLC is a wealth management firm based in Louisville, KY, specializing in helping pre-retirees and retirees maximize their retirement. The company focuses on the critical 5 to 10 years before retirement, offering personalized financial planning with a strong emphasis on tax...Read More