Fiduciary financial advisor louisville ky.

Retirement Planning University® is strictly educational. Specific topics such as 401 (k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real ...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 ...Dec 14, 2021 · Program Description. VA's Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs. VA will only determine an individual to be unable to manage his or her financial affairs after receipt of medical documentation or if a court of ... 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.

502.254.2050. [email protected]. Office Locations. Glenn R Tucker may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. Client Satisfaction Rating: Each client has the opportunity to rate an advisor based on the ...Jun 13, 2023 · 400 West Market St, Ste 2500 Louisville, KY 40202 502-562-5142: 180 Financial Consulting, LLC Inquire with 180: 2171 Beil Rd, Burlington, KY 41005 859-586-9448: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY 40223 502-423-7073: Bob Schneider Inquire with Bob: 4969 US Highway 42, Suite 1200 Louisville, KY 40222 502 ... Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals.

Choosing a locally based advisor can be challenging, especially given the number of financial advisors in Kentucky. Finding the right advisor has a lot to do with figuring out the proper fit, especially if you live outside of major cities in the Bluegrass State, like Louisville and Lexington, or the capital, Frankfort.As a Certified Financial Planner®, a Registered Social Security Analyst®, and Fiduciary, I am confident I can add value to your financial life. ... Louisville, KY ...

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 ...Basic Benefit Plans: The Basic Benefit Plan is a for federal employees. It is calculated using the employee’s “high-3 average pay,” which is the average of their three highest-earning years. Generally, the formula is 1% of the average times their number of years of service. TSP Plans: Thrift Savings Plan is a tax-deferred saving and ...If you’re a beginning investor, there’s a lot you can do on your own to get started building your portfolio. But as you advance, you’ll probably notice that investing can get complex and decisions can get more involved than you anticipated.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.

PHONE. 502.890.6066. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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 ...

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 ...Top 10 Best Financial Advisor in Lexington, KY - November 2023 - Yelp - Wrenne Financial Planning, ABRI, JT Davis Asset Management, Legacy Consulting Group, Dupree Financial Group, Family Financial Partners, ProActive Advisors, Keystone Financial Group, Charles Schwab, Wealth Management of KentuckyWe 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 …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.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).

About this Advisor. Justin Beavers is a financial advisor working in Louisville, Kentucky, who has 6 years of industry experience. Beavers is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edward Jones, Raymond James & Associates Inc, Metlife Securities, Commonwealth Bank & …Oldham County, KY Fiduciary Financial Advisors. LPL Financial. SEC File# 801-10970. CRD# 6413. 2612 Flat Rock Rd, Louisville, KY 40245, USA (502) 893-8985Terry 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 …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. 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.A Fiduciary Advisory Firm. Jon Hagan Hicks, MBA, MSFS ... experience also includes roles as an analyst and as a research accountant before joining the J. Hagan Capital team as a Financial Advisor. ... Emma joined our team in 2023 with a demonstrated interest in banking and finance. Originally from Louisville, KY, she grew up in the South End ...Justin studied at Western Kentucky University. Since 2017, he has been registered as an Investment Adviser Representative and is able to provide investment advisory services. Justin utilizes tools and services to help clients pursue their financial independence. He individually works with clients to design holistic retirement strategies that ...

٣١‏/٠١‏/٢٠٢٣ ... With 15 years as a financial advisor, Mike offers a vast array of investment opportunities including college planning, fixed income solutions, ...

Retirement Planning University® is strictly educational. Specific topics such as 401 (k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real ...CTFA Certified Trust and Fiduciary Advisor. Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This …Lexington, KY: 859.309.0349 ... Investment services offered by FWG Investments, LLC , a federally registered investment adviser under the Investment Advisers Act ...Fee-only advisors do not sell financial products for a commission. They are ... Louisville, KY 40222 502.630.0707. ADV Brochure & Privacy Policy · Linkedin.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.Some financial advisors cost more than others based on their credentials, but they are usually paid in one of three ways. Advisory fees. If you plan to work with an advisor for a long period of ...502.489.5460. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 7 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.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.As a Certified Financial Planner®, a Registered Social Security Analyst®, and Fiduciary, I am confident I can add value to your financial life. ... 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!

Our female financial advisors specialize in a variety of areas, including retirement planning, estate and trust management, investment strategies, and tax management strategies. We want to help you create a financial plan that will provide for your future and make sure you’re on the right track. ... Fiduciary Commitment. Form CRS. Contact US ...

500 N. Hurstbourne Parkway, Suite 120. Louisville, KY 40222 Registration Jurisdiction SEC Form CRS (Client Relationship Summary) View Filing: SEC Filings ... Is Strategic Wealth Investment Group a fiduciary? A fiduciary financial advisor must put clients’ best interests first. All Registered Investment Advisers (RIAs) are required to be ...

Sapphire Fiduciary Advisors, LLC Fiduciary services for discerning clients - Investment management - Institutional fiduciary services Fiduciary is in our name and our ethos is clear – integrity, competence, diligence, respect, and ethics. ... Louisville, KY 40207 ...Meridian Wealth Management, LLC. is a fee-only wealth management advisory firm based in Lexington, Kentucky. Meridian serves clients all over the country, ...About 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 ...J. Hagan Capital is a financial services firm in Louisville, Kentucky. We believe pre-retirees need positive outcomes for their futures, and our advisors can help you pursue the long-term retirement goals you’ve always imagined. Visit our Louisville office or call us at 502-690-5635 for a complimentary retirement review! 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 ... 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 ...Jun 21, 2023 · The average age of a financial advisor is 55, and 20% of financial advisors are 65 or older, according to a 2019 study by J.D. Power. Of the 96,479 certified financial planner (CFP) professionals ... Visit our Office in Lexington, KY. 2716 Old Rosebud Rd, Suite 180 | Lexington, KY 40509. 859-207-1501. Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice.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.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 ...

Our female financial advisors specialize in a variety of areas, including retirement planning, estate and trust management, investment strategies, and tax management strategies. We want to help you create a financial plan that will provide for your future and make sure you’re on the right track. ... Fiduciary Commitment. Form CRS. Contact US ...Retirement Planning University® is strictly educational. Specific topics such as 401 (k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real ...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 …Nov 14, 2023 · 462 S. 4th St., Suite 2600, Louisville, KY 40202. Website. Website. Map. Open in Google Maps. Learn more about Frank Hill, CFP a financial advisor in Louisville, KY with the US News Advisor Finder. Instagram:https://instagram. infl etfquicken today's ratesnasdaq rxtbbai news 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. crypto coin portfoliogood business names for llc Nov 22, 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. Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types. 2022 mercedes benz gls 450 Choosing a locally based advisor can be challenging, especially given the number of financial advisors in Kentucky. Finding the right advisor has a lot to do with figuring out the proper fit, especially if you live outside of major cities in the Bluegrass State, like Louisville and Lexington, or the capital, Frankfort. 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.Retirement & Income Planning. Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.