Commonwealth Capital Management, LLC

Commonwealth Capital Management, LLC is a financial planner in Louisville, KY. The firm provides a comprehensive range of services including investments, retirement planning, insurance, and estate strategies. Serving over 9,500 households across more than 38 states, the firm offers specialized assistance with life insurance, disability, annuities, long-term care, Medicare, and Social Security benefits.

Since 1994, the firm has focused on helping clients achieve financial freedom through a personalized approach that avoids one-size-fits-all solutions or high-pressure sales. The multi-generational team brings over 150 years of combined experience to their practice. Beyond financial planning, the firm maintains a professional network of attorneys, CPAs, and insurance experts to provide well-rounded support.

The office is located on Timberwood Circle, about 0.2 miles from Middle Fork Pond and a short drive from South Hurstbourne Parkway. The area is also near Hardesty Park and Northwood University.

The firm is recognized as one of Louisville Business First’s top financial advisory firms and has been named a Best Place to Work. With a 5.00 rating, Commonwealth Capital Management, LLC is known for its stability and its commitment to matching unique client goals with effective financial solutions.

Commonwealth Capital Management, LLC provides expert guidance for investments and retirement needs to the Louisville community and clients nationwide.

Services:

• Estate Planning
• Financial Planning
• Insurance Solutions
• Investment Management
• Retirement Planning