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Financial advisors in Louisville KY

financial planning services columbia md

It can be difficult to find the right financial advisor. Louisville, KY does not have to have one. It depends on three things: money, experience, and time. It's not an easy job to manage finances, so it is a good idea to hire someone who has experience in this area. Top advisors have spent many years studying for and passing exams in order to become certified. These advisors might be certified by the CFP, ChFC, or other certifications that confirm their expertise.

Coats Financial Planning

Located in Louisville, Kentucky, Coats Financial Planning, Inc. was founded by Stuart Coats. Stuart is a CFP(r) certified financial planner and NAPFA-registered financial advisor. He has more 30 years of experience in project and finance management. He has two degrees in mechanical Engineering from the University of Michigan–Dearborn. If you're wondering if Coats is a good fit for you, read on to learn more about his background and qualifications.

Stegner Investment Associates

Stegner Investment Associates, Inc., is an investment consultancy that charges a flat fee. Independent fee-only investment consultants help clients reach their investment goals. The clients include individuals with high net worth, retirement plans, endowments, as well as corporate organizations. Since 1994, the firm is owned by employees. They charge based on the total asset value.

The firm is a specialist in working with people of high net-worth. Stegner Investment Associates employs six financial advisors and helps individuals as well as organizations to achieve their financial goals. They manage assets in excess of $1.7 billion and 702 accounts for clients. These advisors offer concierge-style service and have a unique process for selecting investment managers.

ACCESS Wealth Manager

ACCESS Wealth Management, Inc., a Louisville, Kentucky-based investment advisory, is located there. It currently manages approximately $227.0 Million in assets under administration and 728 customer accounts. The firm is considered to be in the middle of the financial advisory industry, but they don't hold broker-dealer licenses. Their client assets are managed in a discretionary way by the majority. For those of you who are considering ACCESS Wealth Management as your financial advisors in Louisville, Kentucky, consider this review.

Financial advisors at this firm are highly qualified and have extensive experience managing client assets. They work with high net worth clients including NASCAR champions, multiplatinum recording artists and top executives from major companies. Their client is the CEO at the largest energy brokerage firm in the world. Their team includes 38 certified financial planning professionals, 23 certified public accountants and four chartered finance analysts. For clients to be eligible, they must have at minimum $100,000 in investable assets.

Edelman Financial Engines

The Edelman Financial Engines Advisor Center, Louisville, is a wealth-management center that serves clients from Kentucky and Indiana. Prospect is the location of the office. They offer appointments Tuesday through Thursday. Saturday appointments are also available. Advisors are familiar with a wide range of financial planning strategies. Edelman is one the most respected wealth management firms in America. Their Louisville office is well-equipped and ready to serve clients in surrounding areas.

Edelman Financial Engines is an independent, fee-only financial planning and investment advisory firm with 150 offices across the country. Its Louisville office serves clients with unbiased advice under a fiduciary duty. Although the firm's primary focus is on helping corporations create retirement plans, it also provides services to individuals. Visit their website to find out more. For any questions, please contact Edelman Financial Engines Financial Advisors.


Who Should Use a Wealth Management System?

Everyone who wishes to increase their wealth must understand the risks.

For those who aren't familiar with investing, the idea of risk might be confusing. Poor investment decisions can lead to financial loss.

Even those who have already been wealthy, the same applies. Some people may feel they have enough money for a long life. However, this is not always the case and they can lose everything if you aren't careful.

Everyone must take into account their individual circumstances before making a decision about whether to hire a wealth manager.

What are my options for retirement planning?

No. These services don't require you to pay anything. We offer FREE consultations so we can show you what's possible, and then you can decide if you'd like to pursue our services.

Where To Start Your Search For A Wealth Management Service

If you are looking for a wealth management company, make sure it meets these criteria:

  • Can demonstrate a track record of success
  • Locally based
  • Offers complimentary consultations
  • Provides ongoing support
  • There is a clear pricing structure
  • Has a good reputation
  • It's simple to get in touch
  • Offers 24/7 customer care
  • Offers a range of products
  • Charges low fees
  • No hidden fees
  • Doesn't require large upfront deposits
  • Have a plan for your finances
  • A transparent approach to managing your finances
  • This makes it easy to ask questions
  • You have a deep understanding of your current situation
  • Understanding your goals and objectives
  • Is open to regular collaboration
  • Works within your financial budget
  • Has a good understanding of the local market
  • Would you be willing to offer advice on how to modify your portfolio
  • Is available to assist you in setting realistic expectations


  • If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
  • A recent survey of financial advisors finds the median advisory fee (up to $1 million AUM) is just around 1%.1 (investopedia.com)
  • According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)
  • As previously mentioned, according to a 2017 study, stocks were found to be a highly successful investment, with the rate of return averaging around seven percent. (fortunebuilders.com)

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How To

How to invest in retirement

After they retire, most people have enough money that they can live comfortably. But how do they invest it? There are many options. One option is to sell your house and then use the profits to purchase shares of companies that you believe will increase in price. You could also purchase life insurance and pass it on to your children or grandchildren.

But if you want to make sure your retirement fund lasts longer, then you should consider investing in property. If you invest in property now, you could see a great return on your money later. Property prices tend to go up over time. You could also consider buying gold coins, if inflation concerns you. They are not like other assets and will not lose value in times of economic uncertainty.


Financial advisors in Louisville KY