Best Financial Planners in Louisville, Kentucky
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Top Financial Planners in Louisville
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Showing 1-21 of 21 Financial Planners listings in Louisville, KY · page 1 of 1
#1Commonwealth Capital Management, LLC Top-Rated
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 420-9912
- ccmresource.com
Commonwealth Capital Management, LLC is a financial planner in Louisville, KY. The firm provides a comprehensive range of services including investments, retirement planning, insurance, and estate strategies. Serving over 9,500 households across more than 38...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 627-0918
- farnsleyadvisors.com
Farnsley Advisors is a financial planner in Louisville, KY. The firm provides investment advising, asset management, and lifestyle services to individuals and businesses. Their professional offerings include retirement planning, tax planning, risk management...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 690-6764
- lamkinwealth.com
Lamkin Wealth Management: Based on the provided website content, here is the requested information: - **Business Name**: Lamkin Wealth Management - **Address**: 901 Lily Creek Road, Suite 102, Louisville, KY 40243 - **Phone**: (502) 690-6764 - **Hours**: Mon-Thu: 8:30 AM - 4:30 PM...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 893-4381
- hardtfinancial.com
Dan Hardt Financial Services is a financial planner in Louisville, KY. The firm provides specialized services including retirement planning, investment management, and comprehensive financial planning. They serve a diverse clientele, including retirees...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 253-9366
- mercurioadvisors.com
Mercurio Wealth Advisors is a financial planning firm in Louisville, KY, located at 9100 Shelbyville Road, Suite 150. The firm provides retirement income strategies, investment planning, legacy planning, healthcare planning, and tax planning for individuals...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (833) 752-6333
- edelmanfinancialengines.com
Edelman Financial Engines of Louisville: Edelman Financial Engines is a Financial Planner in Louisville, KY. The firm offers financial planning, investment management, retirement planning, tax planning, insurance guidance, and estate planning services to individuals seeking to build, grow, and...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 394-0400
- kpp-lpl.com
Kentucky Planning Partners is a financial planner in Louisville, KY, serving individuals and business owners with personalized financial strategies. The firm specializes in retirement planning, investment management, estate planning, tax planning, college...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 805-3000
- salingwealthadvisors.com
Saling Wealth Advisors is a financial planner in Louisville, KY, located at 9750 Ormsby Station Rd. The firm was established in 2016 by Jay Saling, Eric Saling, and Jason Stuber. As an independent Registered Investment Advisor, the team acts as fiduciaries...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 242-1560
- centerlinedrivers.com
Centerline Wealth Advisors: Centerline Drivers is a transportation staffing and compliance partner in Louisville, KY. The company connects qualified truck drivers with excellent opportunities and provides driver management services to fleet operators. They specialize in recruitment...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 412-3354
- swdgroup.com
Strategic Wealth Designers of Louisville is a financial planner in Louisville, KY. The firm serves clients with holistic planning, tax strategies, Medicare planning, and property and casualty insurance. Their approach focuses on crafting a lifestyle that...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 893-7288
- firstky.com
First Kentucky Securities is a financial planner in Louisville, KY. The firm is a full-service wealth management company established and owned by Kentuckians, providing financial advice and services to institutions and individuals in Kentucky and throughout...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 426-4006
- prudential.com
Prudential Financial of Louisville: Prudential Financial is a Financial Planner in Louisville, KY. The company offers life insurance, retirement planning, annuities, and mutual fund services to help individuals and families build long-term financial security. Prudential assists clients in...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 200-5210
- fwppartners.com
Family Wealth Planning Partners is a financial planner in Louisville, KY. The firm provides tax and strategic wealth planning, as well as investment portfolio management services, to clients in Kentucky. Founded in 2018, the practice specializes in helping...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 206-3373
- keystoneky.com
Keystone Financial Group is a financial planner in Louisville, KY. The firm provides wealth management and financial services, including investment management, retirement planning, tax planning, and legacy planning. They serve individuals, families, business...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 295-7887
- lachfinancial.com
Lach Financial is a financial planner in Louisville, KY, located at 3046 Breckenridge Ln Suite 202. The firm provides on-going financial planning services for individuals seeking to manage their financial well-being and for do-it-yourself investors looking to...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 398-5050
- reliantwealthplanning.com
Reliant Wealth Planning is a financial planner in Louisville, KY, serving individuals and families seeking comprehensive wealth management, retirement planning, legacy and estate planning, and general cash flow management. The firm specializes in guiding...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 873-7526
- bluegrassfinancialplanning.com
Bluegrass Financial Planning, LLC is a financial planner in Louisville, Kentucky. The firm is a fee-only Registered Investment Advisory practice providing objective financial planning services regardless of net worth or income. It serves clients from all...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 426-0300
- coatsfinancialplanning.com
Coats Financial Planning is a financial planner in Louisville, KY, serving individuals, families, and trusts with comprehensive financial planning and investment advice on a Fee-Only, fiduciary basis. The firm has been providing independent, objective...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 267-5433
- lifetimewealthstrategies.net
Lifetime Wealth Strategies - Financial Advisors is a financial planner in Louisville, KY. The firm provides wealth management, investment advice, and comprehensive planning for clients looking toward retirement. Their specialized services include retirement...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 339-8255
- warren-wealth.com
Warren Wealth & Tax is a financial planner in Louisville, KY. The firm provides comprehensive financial services to families and individuals, specializing in a four-part framework designed to build, protect, use, and transfer wealth. Their expertise includes...
Score breakdown
- Financial Planner
- Louisville, Kentucky
- (502) 412-3354
- strategiccomp.com
Strategic Wealth Designers is a Financial Planner in Louisville, KY, located at 500 N Hurstbourne Pkwy #120. It holds a rating of 4.60 based on customer reviews. Strategic Comp is a workers’ compensation insurance provider that reinvented the traditional...
BizScoreAI ranks 21 financial planners in Louisville, Kentucky by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Louisville ranked on BizScoreAI?
By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.
How many financial planners in Louisville, Kentucky does BizScoreAI track?
21 financial planners in Louisville currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 77.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 19% of measured financial planners in Louisville score 50 or higher.
Is being listed free?
Yes. Every financial planner in Louisville is listed and scored for free, and claiming a listing is free too.
