Fiduciary financial advisor louisville ky.

Our Firm. 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 ...Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of aligning their wealth with …4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector…. 2. First Command Financial Advisor - Sonya McNeil.Senior Finance Advisor. ... Financial Engines Advisors L.L.C. Louisville, KY View Firm Profile. View Website +1 (408) 498-6000. Location. 3592 101 Springhurst Boulevard . ... Is Your Financial Advisor a Fiduciary? For Businesses. Partner With Us Insights for Advisors. Follow Us. Find an advisor nearby.

A familiar name in the Louisville wealth management space has started a new venture. After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East ...Louisville , KY 40222 ... Financial Planning offered through Horizon Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Friday 8:00 am - 5:00 pm. Credentials. 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.

Customer Service Center Or call us at 800-343-3548. Find the Fidelity Investments branch office / investor center nearest to your location and connect with a Fidelity Advisor.As an independent team of planners we strive to provide unbiased financial advice and to act as a coordinator of other advisors and professionals for each ...After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East Louisville on April 21 by the name of Barlow Wealth Advisors — and he took four team members ...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 ...

Stuart Coats, MBA, CFP® - FeeOnlyNetwork.com. About Us. For Advisors. Play. As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals.

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.

Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.Let us help match you with up to three vetted fiduciary financial advisors. Answer a few questions to get matched. Get started. 4: Moneywatch Advisors, Inc. Find an Advisor. Read Review. $209,950,052: ... The Top Financial Advisors in Louisville, KY; The Top Financial Advisors in Covington, KY; The Top Financial Advisors in Indianapolis, IN;Let us help match you with up to three vetted fiduciary financial advisors. Answer a few questions to get matched. Get started. 4: Moneywatch Advisors, Inc. Find an Advisor. Read Review. $209,950,052: ... The Top Financial Advisors in Louisville, KY; The Top Financial Advisors in Covington, KY; The Top Financial Advisors in Indianapolis, IN;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.Written by investor.com. November 17, 2023. Farnsley Advisors, registered in 2017, serves 4 state (s) with a licensed staff of 2 advisors. Farnsley Advisors manages $49.4 million and provides investment advisory services for 207 clients (1:104 advisor/client ratio).The Investment Advisors Act of 1940 states that investment advisors have a fiduciary duty to act in their clients' best interest. This fiduciary duty is regulated by the SEC and is characterized ...Louisville , KY 40222 ... Financial Planning offered through Horizon Wealth Management, a registered investment advisor and separate entity from LPL Financial.

ETF investing. Get versatility and liquidity at a low-cost. Deepen client relationships and enhance your practice with Vanguard Advisor’s Alpha and our suite of active and passive products.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 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 …Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.Local presence. Accessing the extensive resources and expertise of UBS, one of the world's leading wealth managers, our team brings sophisticated global resources, in-depth knowledge and exceptional understanding to your complex financial world. Whether it's helping you exit your business, evolve your career or manage through loss of a loved ...Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at Sapphire Fiduciary Advisors, LLC in Louisville, KY and has over 21 years of experience in the finance industry. Similar Advisors.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.

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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.BACK TO TOP. Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of aligning their wealth with their ideals. Plentiful Wealth, LLC is both fee-only and fiduciary. BBB Directory of Fiduciary near Greenwood, IN. BBB Start with Trust ®. ... Fee Only Financial Advisor. Trust Company. Planning Consultants. ... Louisville, KY 40241-2855.Wainwright has served as a financial advisor overseeing mutual fund selection, unit investment ... Louisville, KY 40223. [email protected]. Quick Links.Mary began her financial services career at Kentucky Financial Group in 1996 when she was recruited into the firm. ... Hill neighborhood of Louisville, Kentucky with their rescue cats and dogs. Contact Us 2225 Lexington Road Louisville, KY 40206. Phone: (502) 451-0600 Toll Free: (800) 966-9347. E-mail address: [email protected]; Securities and ...A global leader in wealth management. $ 3.9 trillion. In invested assets globally. As of 12/31/2022. 51 countries.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...Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...A financial advisor can be a great partner, offering services like retirement planning, investment planning, estate planning and more. For Covington, Kentucky residents, SmartAsset created this list of the top financial advisor firms in the city to make your search easier.

Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 13 reviews.

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 103 FORTUNE 500 COMPANIES. This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2022. These companies have consented to disclose their relationship with Edelman Financial Engines.

Bluegrass Financial Planning · Centerline Wealth Advisors · Coats Financial Planning · Commonwealth Capital Management, LLC · J. Hagan Capital · Kentucky Planning ...Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals.Fiduciary & Financial Advisor, Chief Compliance Officer ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 Industrial Drive ...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! 4: Moneywatch Advisors, Inc. Find an Advisor Read Review. $209,950,052: No set account minimum: Financial planning; Portfolio management; Selection of other advisors ...Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs. Insurance solutions to help protect you and your family. Annuity solutions that help balance protection, tax deferral and guaranteed income in retirement. Cash management solutions to help cover your everyday essentials.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 …Finding the Top Financial Advisor in Louisville, Kentucky. Last Updated - November 18, 2023. WiserAdvisor's network of vetted financial advisors are from large …CONTACT US. Meridian Wealth Management, LLC 100 West Main Street, Suite 450 Lexington, KY 40507. Kentucky Office 859.543.4516. Arizona Office 520.719.1433 Visit our Office in Louisville, KY. 500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management. Cross-Border Financial Planning >. Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.

9100 Shelbyville Road, Suite 150,, Louisville, KY 40222. Phone. 502.253.9366. ... Mercurio Wealth Advisors does not make any representations or warranties as to the ...Financial Advisor Office Location Phone Number; Brandon L. Luttrell Inquire with Brandon: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5120: Bob Phelps Inquire with Bob: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5142: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY …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.Instagram:https://instagram. hydrogen penny stocksinvest in a moviebest mortgage lenders in houston texasone bite everybody knows the rule Presbyterian Church (USA) Foundation & New Covenant Trust Company - Louisville, KY Area. 2008 - 20113 years. stock insiders buyingtna shares 3046 Breckenridge Lane, Suite 104. Louisville, KY 40220 Registration Jurisdiction SEC Form CRS (Client Relationship Summary) View Filing: SEC Filings View Filings: verified ... Is Pillar Financial Advisors a fiduciary? A fiduciary financial advisor must put clients’ best interests first. All Registered Investment Advisers (RIAs) are … vanguard limited term tax exempt 502.326.3926. [email protected]. 4.8 / 5 rating based on 19 reviews. Start preparing for a more confident future. 3-Minute Confident Retirement ® check. We are committed to helping our clients achieve …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 ...