Top financial advisors in Louisville, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning for retirement in Louisville, KY, you might be considering how far your savings will stretch given the area's lower living costs. A common mistake is underestimating how local expenses affect your retirement income needs, which can lead to running out of money too soon.
- Local cost of living insight. Ask how they factor Louisville's expenses into your retirement budget to avoid overspending.
- Income source coordination. Confirm how they balance Social Security, pensions, and investments to create steady cash flow.
- Withdrawal strategy. Inquire about their approach to taking money from different accounts to minimize taxes and extend your portfolio.
- Longevity planning. Ensure they consider your health and family history to plan for a retirement that could last several decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ronald M
CFP®, Series 63, Series 65
Louisville, KY
Truist Advisory Services
Ronald Mosser's 28 years of experience and CFP® certification equip him to address retirement income strategies tailored to Louisville's cost of living. Working at Truist Advisory Services, a large firm with $67.7 billion AUM, he offers active portfolio management and retirement plans for business owners, differentiating him with access to extensive resources and a comprehensive advisory approach.
Experience: 28 years
Avg account: $560,278
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Cordell B
Series 65, Series 63
Louisville, KY
Primerica Advisors
Cordell Blair's 29 years of experience and expertise in income planning and tax-loss harvesting make him well-equipped to address retirement income needs in Louisville, KY, considering local cost factors. Operating within Primerica Advisors' large-firm environment, he offers discretionary asset management with a tiered wrap fee structure, catering to individual and high-net-worth clients, which may differ from smaller firms' approaches.
Experience: 30 years
Avg account: $228,117
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Kevin L
Series 63, Series 65
Louisville, KY
Ausdal Financial Partners, Inc.
Kevin Leet's 31 years of experience and focus on retirement plans for business owners make him well-suited to address retirement planning needs in Louisville, KY. His firm, Ausdal Financial Partners, manages over $2 billion in assets and offers diverse investment strategies, while his flat-fee and negotiable AUM fee structures provide flexible options compared to other advisors in the area.
Experience: 31 years
Avg account: $220,873
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David W
Series 63, Series 66
Louisville, KY
Edward Jones
David Watkins Jr. offers retirement planning expertise in Louisville, KY, leveraging 24 years of experience and specialties in wealth management and tax-loss harvesting to address local cost of living and income coordination. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory services and a collaborative investment approach, differentiating him from advisors at smaller firms.
Experience: 24 years
Avg account: $246,728
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Kevin W
Series 63, Series 65
Louisville, KY
Merrill
Kevin Wheeler offers retirement planning expertise in Louisville, KY, with a focus on passive/index investing and tax-loss harvesting, which can help optimize your portfolio's tax efficiency. Working at Fifth Third Securities, a large firm with diverse managed-account programs and direct indexing, he provides access to sophisticated investment options and a 1.50% AUM fee, distinguishing him from advisors at smaller firms.
Experience: 1 year
Avg account: $860,085
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