Bluegrass Financial Planning, LLC

Bluegrass Financial Planning, LLC is a financial planner in Louisville, Kentucky, serving clients across the region including Bowling Green, Lexington, and Florence. The firm offers fee-only, fiduciary financial planning services focused on retirement planning, investment management, tax planning, estate planning, insurance review, debt and cash flow management, and education planning. As an independent, commission-free advisor, the firm provides objective, personalized guidance tailored to each client’s goals, regardless of income or net worth. Their approach emphasizes comprehensive analysis, disciplined investment strategies, and long-term financial objectives, with a commitment to transparency and accountability.

Andrew T. Sloan, CFP®, founded Bluegrass Financial Planning after recognizing a need for independent, unbiased financial advice. He is a certified financial planner with a Bachelor of Business Administration in Finance from the University of Kentucky and holds the Accredited Investment Fiduciary® designation from the University of Pittsburgh. The firm is a member of NAPFA, a national network of fee-only financial advisors dedicated to objective, client-centered service. Bluegrass Financial Planning operates as a Registered Investment Advisory firm with no affiliations to brokerage firms, insurance companies, or banks, ensuring recommendations are based solely on client needs and not on commissions or third-party incentives.

The firm maintains offices in Louisville, Bowling Green, Florence, and Lexington, with its primary location at 4350 Brownsboro Road, Suite 110, in Louisville. While no nearby landmarks are listed, the office is situated on Brownsboro Road, a major thoroughfare in the city’s eastern corridor.

Bluegrass Financial Planning is recognized for its strong online presence, with a website that search engines read cleanly and well-documented business information available to the public. The firm’s commitment to fiduciary standards, comprehensive planning, and independent advice has established a reputation for trust and professionalism. Clients consistently praise the firm’s personalized attention, clarity, and long-term focus.

In Louisville, Bluegrass Financial Planning stands out as a trusted partner for individuals and families seeking honest, independent financial guidance.