3 Best Financial Services in Louisville, KY

“Strategic Wealth Designers, founded by Matthew Dicken, has been providing financial services since he was 18. With extensive experience, he helps clients and their families achieve financial freedom. He is passionate about providing the tools, resources, and education clients need to ensure the health and wealth of their families today, tomorrow, and for generations to come. Matthew Dicken and his team proudly announce that they serve the financial needs of over 5,000 individuals and families nationwide. They've expanded from their original location in Louisville, Kentucky, to 11 states and nearly 20 markets. Valuing education, honesty, and real relationships extending far beyond their offices' walls, they get to know the people, places, passions, and even pets that stir their clients' hearts. This relational approach helps them empower clients to make informed decisions and identify strategies tailored to their unique circumstances.”

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“Accredited Wealth Management is led by Steve Giacobbe, the firm's managing partner and chief investment officer. He is also a Founding Partner of Accredited Wealth Management, a Chartered Financial Analyst (CFA®), and a CERTIFIED FINANCIAL PLANNER professional (CFP®). He completed a BA in Economics at Washington and Lee University and an MBA in Finance at UNC Greensboro. He is a member of Kentuckiana's Financial Planning Association® (FPA®) and the CFA Society of Louisville. The team recognized that wealth is about so much more than just money. They are experienced and have a wide range of expertise in addressing the complex needs of wealth management. Their highly credentialed team is dedicated to offering exceptional services, advice, and comprehensive investment and wealth management solutions. They aim to provide their clients with a comprehensive solution covering the key wealth management areas. A tailored plan is developed that details their clients' current situation and a clear, understandable action plan.”

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“Cerity Partners aims to positively impact the financial well-being of their clients by delivering objective financial advice. They serve high-net-worth individuals and their families, businesses and employees, and nonprofit organizations. Their advice, comprehensive oversight, and fiduciary duties extend well beyond investments. They bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners, and investment professionals. This approach to advice and service, along with their private partnership business model, have made them one of the premier investment advisers in the country and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. They are unwavering in their commitment to putting clients first and minimizing conflicts of interest whenever possible. They act with integrity, authenticity, and purpose to be stewards and advisors for their clients and colleagues.”

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