Coats Financial Planning

Closed
1303 Clear Springs Trce Ste 110
Louisville, KY 40223

Coats Financial Planning Inc. is a pioneering Fee-Only financial planning firm based in Louisville, KY, with over two decades of experience serving clients across multiple states. The firm prides itself on its team of five dedicated CFP professionals who prioritize client interests and build long-term relationships based on trust and fiduciary responsibility.

Under the leadership of founder Stuart Coats, the firm has established a reputation for providing comprehensive financial advice tailored to individuals, families, and trusts. With a commitment to ethical standards and minimal client turnover, Coats Financial Planning fosters a deep understanding of each client's unique financial situation and goals.

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