Our story
Belle Trace Financial Planning was established following our time with Coats Financial Planning. Belle Trace carries forward longstanding client relationships and the values Stuart Coats built over 25+ years, while creating a firm with its own vision for the future. Built on a foundation of fee-only, fiduciary advice and personalized financial planning, we continue to serve longtime clients while welcoming new individuals and families seeking objective guidance and a trusted planning relationship.
We are a financial planning firm rooted in Louisville, Kentucky, and we're proud to combine local relationships with a national reach. Thanks to virtual planning opportunities, we work with individuals and families across the country, helping them navigate life's financial decisions with objective, fee-only advice. Wherever our clients call home, our focus remains the same: delivering clear guidance, building confidence, and creating financial plans that support the life they want to live.