Fiduciary financial advisor louisville ky.

SwitchPoint Financial Planning. Louisville, KY. Specialties: Retirement Income Planning, Investment Management, Tax Strategies, Estate Planning, Insurance Solutions, Comprehensive Wealth Management. Fee-Only Financial Planner located in Louisville, Kentucky serving clients locally and across the country. I can work with clients anywhere! Joyce A Meyer is a financial advisor in Louisville, KY. They have been in practice for 10 years, the last 10 years at UBS Financial Services Inc. No Certifications. 10 Years Experience. 4 Fee ...Fee-only advisors do not sell financial products for a commission. They are ... Louisville, KY 40222 502.630.0707. ADV Brochure & Privacy Policy · Linkedin.He earned the Certified Investment Management Analyst (CIMA®) designation in 2007 as the result of an immersive executive education program at The Wharton School. Greg resides in Louisville, Kentucky with his wife, son, daughter, and two rescue dogs. [email protected]. (502) 654-8715 direct.

٢١‏/١٠‏/٢٠٢٢ ... “Qualified Black financial advisors are everywhere,” says Woods, who is a certified financial planner and founder of LifePoint Financial Group.CTFA Certified Trust and Fiduciary Advisor. Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and …Dec 2, 2023 · ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning ...

Patrick Lach is a financial advisor in Louisville, KY, and has earned his CFA, CFP. He has been in practice for 14 years, the last 4 years at Indiana University Southeast. CFA, CFP Certification ...Jun 27, 2023 · Quick Look at the Best Financial Advisors in Louisville, Kentucky: Best for High-Net-Worth Professionals: ACCESS Wealth Management. Best Robo-Advisor: M1 Finance. Best for Full Suite of Family ...

1. Keep your budget in mind. Simple, digital-only services will be less expensive; holistic financial planning will be more. It's a good idea to know what you're comfortable spending before you ...You may have heard the term fiduciary, but do you know what it means? Maybe you know that fiduciaries are people who can help with financial situations. In the world of finance, a fiduciary is typically someone who has been tasked with mana...PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. “PNC Private Bank," PNC Private Bank Hawthorn,” and “Hawthorn Institute for Family Success,” are registered marks of The PNC Financial Services Group, Inc. Investments: Not FDIC Insured. No Bank Guarantee. May Lose …Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ... Patrick Lach is a financial advisor in Louisville, KY, and has earned his CFA, CFP. He has been in practice for 14 years, the last 4 years at Indiana University Southeast. CFA, CFP Certification ...

Nov 13, 2023 · 909 Lily Creek Road #101, Louisville, KY 40243-2808. 13: 1114: $523,728,928: ... The best way to be certain that a financial advisor is a fiduciary is to simply ask.

The term “fiduciary” can be defined as an individual or entity that acts on behalf of someone or something else. In this role, the fiduciary must operate as if they are who they represent, in an effort to make decisions that are in their best interest. In many cases, there are laws that surround the role of a fiduciary.

Strategic Wealth Investment Group is a financial advisory firm that is based in Louisville, Kentucky and provides financial planning and portfolio management services to a diverse group of clients. Its team of financial advisors and retirement planners work out of offices in Kentucky, Ohio, Indiana, North Carolina, Texas, Colorado, Georgia, Arizona, Florida …Oct 2016 - Present7 years 1 month. 2353 Alexandria Drive, Suite 100 Lexington, KY 40504. With a passion to serve my clients' best interests at all times, I have been blessed with the opportunity ...502.329.5000. 101 Bullitt Lane. Floor 04. Louisville, KY 40222. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well ...Scott Muss is a financial advisor in Louisville, KY. They have been in practice for 27 years, the last 2 years at Pcg Wealth Advisors, Llc (dba Limestone Wealth Management).Wealth Management & Trust Services. Wealth Management. &. Trust Services. With over $14.5 billion of assets under advisement**, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.

Wainwright has served as a financial advisor overseeing mutual fund selection, unit investment ... Louisville, KY 40223. [email protected]. Quick Links.Apr 16, 2023 · Office Location. Northwestern Mutual Investment Services, LLC. 140 Whittington Pkwy. Louisville, KY 40222. See more firms in Kentucky. [email protected] . Ralph Barringer is a chartered financial consultant working in Louisville, Kentucky who has 17 years of relevant experience. Barringer is an employee of Northwestern Mutual ... The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the ...Forbes Best-in-State Wealth Advisors, 2018-2023. Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022. AdvisorHub Fastest Growing Advisors to Watch, 2022. Ameriprise Chairman's Advisory Council, 2012-2023. Ameriprise Circle of Success, 2000-2022. Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2022. Nov 14, 2023 · 4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Richard Wilson, a financial advisor in Louisville, KY with the US News Advisor ... As a financial advisor with Clearpath Financial of Raymond James, Luke is able ... 4070 Westport Road // Louisville, KY 40207. T: 502.805.4000 // F: 855.573 ...

with an advisor. We will meet you where you are on your financial journey and help you get to where you want to be. To search for a Fidelity advisor, please use the slide bar below to indicate your current level of investable assets so we can help match you with the right level of advisors. $0. $0. $500,000. $1,000,000.502.329.5000. 101 Bullitt Lane. Floor 04. Louisville, KY 40222. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well ...

Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 years ...Finding the Top Financial Advisor in Louisville, Kentucky. Last Updated - November 18, 2023. WiserAdvisor's network of vetted financial advisors are from large …Finance experts generally agree that choosing a fiduciary financial advisor is the most favorable option. Of course, it does depend on your financial needs. If your goal is to find retirement planning, wealth management, and other financial advisory services in the same place, enlisting a fiduciary is the simplest way to meet those needs.PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Encore Wealth Management Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.412.4050. Email us. Client Satisfaction 4.9 / 5 rating based on 87 reviews. Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Heil & Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222. 502.329.5008A fiduciary is a common term for a financial advisor who serves under fiduciary duty. These professionals have pledged to make recommendations with your best interest in mind, rather than their ...

Jon Hagan Hicks, MBA, MSFS, is a Principal and Chief Executive Officer of J. Hagan Capital. As a radio show host, he focuses on helping investors plan and implement strategies to help allow them to live comfortably throughout retirement. Jon has lectured at Brescia University, Centre College, and the University of Louisville on topics of wealth ...

David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 4.9 / 5 rating based on 25 reviews.

Pursuing your goals together. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.Enjoy in-person learning and the opportunity to connect with the NAPFA community. NAPFA is celebrating its 40th anniversary in 2023. We hope you will join us as we celebrate in Louisville! The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors.Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Thomas and Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222About this Advisor. Terry Higdon is a financial advisor operating in Louisville, Kentucky with 5 years of industry experience. Higdon works at Alphastar Capital Management, LLC. Over the course of their career, they have held roles at Asset Preservation Group, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp and Alphastar Capital ... Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. Client Satisfaction 4.9 / 5 rating based on 18 reviews. Start preparing for a more confident future. Take …Oldham County, KY Fiduciary Financial Advisors. LPL Financial. SEC File# 801-10970. CRD# 6413. 2612 Flat Rock Rd, Louisville, KY 40245, USA (502) 893-8985Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Thomas and Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222Use SmartAdvisor Match to research all the financial advisors in Louisville, KY. Explore every advisor near you for their certifications, employment history and disclosures. Then match with a financial advisor and get started on your financial plan today! ... The existence of a fiduciary duty does not prevent the rise of potential conflicts of ...Address. 1000 Cherokee Road, Louisville, KY 40204. Map. Open in Google Maps. Learn more about Mark Thompson, a financial advisor in Louisville, KY with the US News Advisor Finder.1. Fidelity Investments: Best Overall. Fidelity Investments is our best pick, hands down. The company has built a track record of providing quality financial services to its customers since its founding in 1946. Fidelity is well known as a brokerage, but the company’s services span far beyond the stock market. The company also offers ...

Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA / SIPC . 100 Enterprise Dr., Suite 504, Rockaway, NJ 07866, (800)637-3211.Nov 24, 2023 · Office Location 3008 Lindsey Drive, Edgewood, KY 41017 Phone Number 513-278-5045. Brent brings 15+ years of financial planning, investment and insurance experience to Savvy. He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial ... Finance experts generally agree that choosing a fiduciary financial advisor is the most favorable option. Of course, it does depend on your financial needs. If your goal is to find retirement planning, wealth management, and other financial advisory services in the same place, enlisting a fiduciary is the simplest way to meet those needs. We at Fiducial Expertise Louisville understand the meaning of hard work. We’re an advisor and back-office service provider to your business. Our services include financial management and recordkeeping, tax planning and preparation, payroll processing & periodic business reviews.Instagram:https://instagram. life insurance stocksalgorithmic trading trainingoption trading td ameritradeamaz after hours Specialties: Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Established in 2002. Founded in 2002 by Matt Dicken, Strategic Wealth Designers is an independent ... We proudly serve individuals, families, and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. You can think of us as map-makers, developing a plan that’s easy to understand and follow. betting on pickleball1979 liberty coin value May 11, 2022 · This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary. social trading platform Take Control of Your Financial Future. Our skilled professionals are ready to expand your financial knowledge and share unique strategies on how to create ...The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Louisville, Kentucky area. Louisville has up to 1060 advisors to choose from and using our ...