Coats Financial Planning

Coats Financial Planning is a financial planner in Louisville, KY, serving individuals, families, and trusts with comprehensive financial planning and investment advice on a Fee-Only, fiduciary basis. The firm has been providing independent, objective financial reviews for over two decades, maintaining long-term client relationships through an ongoing retainer model. With a team of five CFP® professionals trained in-house to rigorous standards, Coats Financial Planning supports clients across Kentucky, Indiana, Florida, and a dozen other states. The firm emphasizes client-first principles, with no exceptions, and is committed to transparency and ethical service. Many clients have worked with the firm for 10 to 20 years, reflecting a strong track record of trust and continuity.

Founded by Stuart Coats, a CFP® professional and NAPFA-Registered Financial Advisor, the firm was built on a foundation of integrity and expertise. Stuart brings over 30 years of finance experience from roles at General Electric Co. and Ford Motor Co., along with an MBA from Indiana University and a BBA from the University of Kentucky. The firm’s team operates under a strict fiduciary standard, with all advisors trained to deliver comprehensive, personalized planning. Clients benefit from a deep, ongoing partnership focused on long-term financial goals, with no conflicts of interest due to the Fee-Only structure.

Located at 139 S English Station Rd Suite 230, the firm sits just a short distance from the Gene Snyder Freeway and Shelbyville Road, with Christian Academy and Pleasant Hill nearby. The office is also within a mile of Anchorage Middletown Fire Station 1 and North English Station Road, placing it in a well-connected area of southern Louisville.

Coats Financial Planning is recognized for its thorough, well-documented online presence and a website that search engines read cleanly, reflecting a professional, transparent operation. The firm’s consistent, client-focused approach has helped it build a reputation as a trusted, long-standing advisor in the region.

As a cornerstone of financial guidance in Louisville, Coats Financial Planning stands out for its enduring client relationships, ethical standards, and deep expertise in personalized financial planning.

Services:

• Comprehensive Financial Reviews
• Fee-Only Financial Planning
• Investment Advice
• Retainer-Based Client Relationships
• Trust Management