Savant Wealth Management

Louisville | Kentucky

Louisville, Kentucky

9510 Ormsby Station Road, Suite 101
Louisville, Kentucky 40223
Phone: 502.371.9850
Wealth Management, Louisville, Kentucky
  • Louisville, Kentucky

Financial Advisors in Louisville, KY

At Savant Wealth Management in Louisville, KY, our fiduciary financial advisors remain committed to helping individuals, families, and business owners make confident financial decisions. As a fee-only and majority employee-owned firm, we offer advice that is transparent, commission-free, and aligned with your goals. Our Louisville office, located at 9510 Ormsby Station Road, Suite 101, helps provide personalized financial strategies built to support financial success.

We typically work with clients who have $750,000 or more in investable assets while also partnering with those who anticipate future growth through inheritance, career achievement, or other financial milestones.

You might be planning for retirement, organizing complex financial priorities, or developing a tax-efficient estate strategy. Our Louisville-based team is available for in-person or virtual consultations to help you create a plan that reflects your unique vision for the future. Schedule your introductory consultation to explore how Savant can help guide your financial journey.

Why Choose Savant in Louisville for Financial Planning?

Savant Wealth Management offers the reach of a national firm paired with the personal attention of a local team rooted in Louisville. As fiduciaries, we provide objective advice that prioritizes your best interests without commissions or product sales. Our advisors bring extensive experience and a client-focused approach to every relationship. We are committed to earning your trust through personalized service, transparent communication, and guidance that supports your long-term financial well-being.

Financial Planning Services Offered at Our Louisville Office

Our Louisville office offers a broad range of financial planning services tailored to your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps ensure every part of your financial life works in harmony. Browse the service categories below to learn how we can support your goals with clarity and care.

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Savant's Financial Views & News | Louisville, KY

financial tools, Atlanta, Georgia, Cedar Rapids, Iowa, Columbia, South Carolina, Hanover, Pennsylvania, Louisville, Kentucky, Vienna, Virginia

Financial Planning Tools and Resources for Louisville, KY, Residents

Access a curated collection of planning checklists, financial tools, and educational resources designed to support transparent, confident decision-making. Whether you are fine-tuning your retirement strategy, reviewing your financial plan, or exploring ways to enhance your financial well-being, these materials can help you stay informed and in control.

financial advisor Rockford, IL, Chicago, Illinois, Louisville, Kentucky, Columbia

Connect with a Financial Advisor in Louisville, KY, Today

Ready to build a financial plan that reflects your goals and priorities? Contact our Louisville office at 502.371.9850 or schedule your consultation today. Our local fiduciary advisors are here to help you take the next step with clarity, confidence, and a strategy tailored to your future.

FAQs About Financial Advisors in Louisville, KY

What does it mean to work with a fiduciary financial advisor in Louisville?

A fiduciary advisor must legally and ethically put your interests first. At Savant, we believe this translates to delivering objective advice that is free from commissions and focused solely on helping you meet your financial goals.

What should I bring to my first meeting with a financial advisor in Louisville?

It is helpful to bring recent investment and bank statements, tax documents, a list of your assets and liabilities, and any estate or insurance information. This allows us to develop a financial strategy that fits your full picture.

Upcoming Webinars

Estate Planning 101

Estate Planning 101

April 1 | 1:00 PM CT

Plan Your Legacy Today! Explore core estate planning concepts designed to support wealth transfer planning. Best for those with $750K+ saved.

Save Your Seat
Working on Your Own Terms

Working on Your Own Terms

April 8 | 1:00 PM CT

Navigating Semi-Retirement – Learn how to manage goals, income, and key decisions in semi-retirement planning. Best for those with $750K+ saved.

Register Now
Preserving Generational Wealth

Preserving Generational Wealth

April 15 | 1:00 PM CT

Managing Significant Assets – Learn how families approach legacy, taxes, and asset structure over time. Designed for those with $750K+ saved.

Sign Up
Tax Strategies for High-Net-Worth Investors

Tax Strategies for High-Net-Worth Investors

April 22 | 1:00 PM CT

Post-Filing Tax Decisions – This webinar covers post-tax filing considerations for investors with complex finances. Best for those with $750k+ saved.

Register Now
Webinars On Demand

Webinars On Demand

Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!

Watch Now

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Readiness, financial planning in Atlanta, Georgia, Vienna, Virginia, Indianapolis

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

Financial Advisor Evaluation Checklist

Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.

Savant Wealth Advisor Evaluation Checklist

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

Contact