Fiduciary advisors in Kentucky

Ashland, Kentucky

Financial Partners Group is an independent advisory firm with three Kentucky locations, including a newly opened office in downtown Ashland. Founded by Gino Cox, a former ER nurse, and Carla Adkins, the firm began serving hospital staff and has expanded to include advisors Greg Rankin and Anna Fry. The firm provides investment strategy development and financial planning services grounded in collaborative consultation about client goals, risk tolerance, and timelines. Operating from Ashland, Monticello, and inside King's Daughters Medical Center, the firm emphasizes long-term client relationships and community focus.

Bardstown, Kentucky

Federal Hill Capital Management is an investment advisory firm in Bardstown, Kentucky. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Benton, Kentucky

Life Associates Inc is an investment advisory firm in Benton, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Benton, Kentucky

Bank-Affiliated

CFSB Investments is a bank-affiliated firm in Benton, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Benton, Kentucky

Hendrickson Wealth and Retirement - Raymond James is an investment advisory firm in Benton, Kentucky. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Bowling Green, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bowling Green, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bowling Green, Kentucky

Fee-Based

Dave DeBrot - Loring Advisory Group is an investment advisory firm in Bowling Green, Kentucky. Services include Financial Planning and Retirement Planning. Its advisors hold CFP credentials. Compensation is on a fee-based basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bowling Green, Kentucky

Ben Smith Life Compass Financial is an investment advisory firm in Bowling Green, Kentucky. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bowling Green, Kentucky

Wealth Enhancement Group is an investment advisory firm in Bowling Green, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Bowling Green, Kentucky

Strategic Wealth Architects is a financial advisory firm based in Bowling Green, Kentucky that specializes in retirement and income planning. The firm offers financial planning and insurance analysis services, with a stated focus on building personalized retirement strategies aligned to individual goals and risk tolerance. The practice emphasizes transparency and ethical standards in client relationships and maintains ongoing professional development in retirement planning strategies.

Bowling Green, Kentucky

Biggs Financial Services in Bowling Green, Kentucky offers financial planning, investment management, tax planning, retirement planning, and insurance solutions to individuals, families, business owners, and corporate executives. The firm employs a relationship-based process centered on discovery, design, customization, and implementation, with stated expertise in areas including Roth conversions, Social Security planning, and service to federal employees and veterans. The firm manages client accounts and provides tax strategy guidance as part of its comprehensive planning approach.

Buckner, Kentucky

Oliver Financial is an independent advisory firm based in Buckner, Kentucky that provides retirement planning, Social Security planning, investment management, and insurance services including life and long-term care coverage. The firm works with clients across various account types such as IRAs, Roth IRAs, 401(k)s, and professionally managed accounts, serving savers at different stages of the planning process regardless of account size. Oliver Financial offers both virtual and in-person consultations and emphasizes a straightforward approach to financial and retirement planning.

Cold Spring, Kentucky

Hicks & Mann Wealth Management, located in Cold Spring, Kentucky, provides financial planning and investment management services with a focus on clients in or approaching retirement. Founded in 2012 by Matt Hicks, the firm specializes in designing tax-efficient investment strategies for pre-retirees and retirees with accumulated assets of at least $500,000, intentionally limiting its client base to deliver personalized attention. The firm takes a holistic advisory approach centered on each client's complete financial picture, with a stated process that includes education about the firm's methodology before clients commit to working together.

Corbin, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Corbin, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Covington, Kentucky

Journey Advisory Group, LLC is an investment advisory firm in Covington, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Crestview Hills, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crestview Hills, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Crestview Hills, Kentucky

Aurora Financial Consultants operates offices in Lexington and Crestview Hills, Kentucky, providing financial planning, investment management, retirement planning, tax planning, and business financial services. The firm works with individuals, families, and business owners, offering personalized advisory strategies across these practice areas.

Fort Thomas, Kentucky

Red Bird Wealth Planning, LLC is an investment advisory firm in Fort Thomas, Kentucky. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Fort Thomas, Kentucky

Bisbe Capital is an investment advisory firm in Fort Thomas, Kentucky. Services include Investment Management. The office is open daily.

Fort Wright, Kentucky

Golden Reserve is an investment advisory firm in Fort Wright, Kentucky. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Fort Wright, Kentucky

Western & Southern Life is an investment advisory firm in Fort Wright, Kentucky. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 12 Google reviews.

Frankfort, Kentucky

Ross Kline is a financial advisor in Frankfort, Kentucky, holding the CWMS® credential, who provides financial planning and investment management services with a focus on retirement income planning for professionals and retirees. His practice follows a fiduciary standard and employs a three-stage planning process—organize, formalize, and implement—that includes comprehensive goal review, portfolio analysis, insurance needs assessment, and customized investment selection using various vehicles such as managed accounts, ETFs, mutual funds, and annuities. Kline emphasizes personalized strategy development based on individual objectives, time horizon, risk tolerance, and tax situation, with regular monitoring and adjustments to keep plans aligned with client goals.

Independence, Kentucky

Proverbs Wealth Management is an investment advisory firm in Independence, Kentucky. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Leitchfield, Kentucky

Keystone Financial Group is an independent SEC-registered investment advisory firm founded in 2008 with offices across Kentucky, including Leitchfield. The firm offers financial planning and investment management services through advisors holding credentials such as CFP and CPA, using a structured process (EGPRIM) that emphasizes fact-gathering, strategic recommendation, and ongoing monitoring. The firm partners with LPL Financial as custodian and provides access to research and diverse investment options, with a stated approach centered on understanding client needs and meeting twice yearly for review.

Lexington, Kentucky

Bright Financial Planning is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

Lexington, Kentucky

Seals Financial Planning & Investments is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 13 Google reviews.

Lexington, Kentucky

JT Davis Asset Management is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Lexington, Kentucky

Jeremy Chase at Meridian Wealth Management, LLC is an investment advisory firm in Lexington, Kentucky. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. Its advisors hold CFA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services with a focus on integrating multiple aspects of clients' financial lives. The firm's team brings 50 years of combined experience and includes professionals with CFA credentials. The firm works with clients to develop strategies around asset allocation, tax considerations, and estate planning aligned with individual objectives.

Lexington, Kentucky

Triple Crown Financial is an independent financial advisory firm in Lexington, Kentucky, offering financial planning services with a focus on personalized strategies aligned to individual goals and circumstances. The team, with over 50 years of combined experience, works with clients on retirement planning, education funding, estate planning, tax-efficient income strategies, and risk management, and maintains particular expertise in public school 403(b) plans and public pension vehicles including KTRS and CERS. The firm operates as fiduciaries and emphasizes direct client relationships and transparent communication in developing financial strategies.

Lexington, Kentucky

American Trust Wealth is an investment advisory firm in Lexington, Kentucky. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Lexington, Kentucky

Russell Capital Management is an investment advisory firm in Lexington, Kentucky. The office has a wheelchair-accessible entrance. The office is open daily.

Lexington, Kentucky

Blueprint Financial Advisors, operating as Bluegrass Investment Company in Lexington, Kentucky, is an SEC-registered investment adviser offering investment management and retirement planning services. The firm conducts securities transactions through affiliated FINRA member Maplewood Investments, Inc.

Lexington, Kentucky

Aurora Financial Consultants operates offices in Lexington and Crestview Hills, Kentucky, serving individuals, families, and business owners. The firm provides financial planning and advisory services including retirement planning, investment management, tax planning, and business financial services through a team of experienced advisors.

Lexington, Kentucky

Dupree Financial Group is an investment advisory firm in Lexington, Kentucky. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Lexington, Kentucky

Accurate Advisory Group is a Lexington-based financial advisory firm serving high-net-worth families with integrated wealth management, tax planning, and estate planning services. The firm offers clients ongoing access to tax planning and estate planning professionals at no additional hourly charge, along with investment management and alternative investment opportunities through partnerships. The team includes partners with designations in trust and wealth advisory roles, and the firm emphasizes in-house expertise across tax, estate, real estate, and investment disciplines rather than fragmented external referrals.

Lexington, Kentucky

Consort Financial Partners is a fee-based fiduciary firm in Lexington, Kentucky, founded by Wilson Wise, CRPC, a former Air Force veteran and educator. The firm serves veterans, widows, educators, and small business owners, offering holistic financial planning and investment management that encompasses emergency funds, retirement planning, insurance needs assessment, small business transition planning, and estate planning. The advisory process begins with an initial consultation to establish fit, followed by comprehensive financial planning across multiple life areas, with annual account reviews and ongoing client access.

Lexington, Kentucky

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lexington, Kentucky. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 7 Google reviews.

Lexington, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lexington, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Lexington, Kentucky

Five Star Life and Wealth is a Lexington, Kentucky–based financial advisory firm that serves individuals and businesses with retirement planning, life insurance strategies, Social Security guidance, and income planning. The firm offers targeted education and planning services for women and provides a digital document storage platform called Generational Vault. Services include coordination with tax professionals and risk analysis, with referral relationships to Gradient Investments, LLC for investment management.

Lexington, Kentucky

Family Financial Partners is a fee-based financial planning firm in Lexington, Kentucky that works with families to develop customized financial plans addressing legal, tax, investment, insurance, and estate matters. The firm takes a comprehensive approach that considers clients' complete financial situation and long-term objectives, with team members including David Smyth and Alex. They conduct initial complimentary consultations and ongoing quarterly reviews to help clients work toward stated financial goals.

Lexington, Kentucky

Thrivent - Inspired Wealth Advisors is an investment advisory firm in Lexington, Kentucky. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Lexington, Kentucky

Independent RIA

Paradigm Partners is an independent registered investment advisory firm in Lexington, Kentucky, operating under the UBS brand. The firm serves business owners with assets exceeding $5 million, high-net-worth individuals, and families, with an average relationship size around $2 million, providing estate planning, financial planning, insurance analysis, investment management, and retirement planning services. The team includes Managing Directors Mark Korona and David Demarest, both Senior Vice Presidents with backgrounds in wealth management and both holding Certified Exit Planning Advisor (CEPA) designations, along with support staff including a Financial Advisor and Wealth Strategy Associate. The firm specializes in business succession planning, exit strategies, and post-liquidity wealth management, having facilitated approximately $210 million in transactions since 2015.

Lexington, Kentucky

Harris Federal Financial Advisors serves federal employees in Lexington, Kentucky, with financial planning centered on retirement and benefits administration. The firm's team includes a Certified Financial Planner and a Certified Federal Retirement Consultant among its partners, collectively bringing over two decades of experience in federal employee benefits and retirement strategy. The practice addresses TSP management, Social Security timing, survivor annuity elections, life insurance, and tax planning specific to FERS and federal retirement programs.

Louisville, Kentucky

Meritrust Wealth Management, established in 1999 in Louisville, Kentucky, offers estate planning, investment management, and wealth management services, often in conjunction with tax and accounting expertise through its relationship with MCM CPAs & Advisors LLP. The firm's team includes professionals with credentials such as JD, CFP, CPA, and MBA designations, with combined experience exceeding 170 years. The firm is affiliated with Kestra Financial as its broker-dealer and utilizes National Financial Services for trade processing and client reporting.

Louisville, Kentucky

Independent RIA

Sequoia Advisor Group is an independent registered investment advisor based in Louisville, Kentucky, offering investment management, financial planning, estate planning, and tax strategy services. The firm's team includes Jason Hunsucker (CEO with 25 years of planning experience), Michael Lindemann (14 years as an advisor), Jason Magar, CFP® (Chief Operating Officer with over 20 years in financial services), and Ingrid Martinez, MS (business development and relationship management). The firm uses a collaborative planning approach that begins with understanding client goals and circumstances, followed by customized plan implementation and ongoing monitoring.

Louisville, Kentucky

Keystone Financial Group is an SEC-registered investment advisory firm founded in 2008 with offices across Kentucky, including Louisville. The firm provides investment management services and uses a structured planning process (EGPRIM) that emphasizes understanding client needs, building customized strategies, and ongoing portfolio monitoring with recommended meetings at least twice annually. Led by advisors including Mike Hobbs, a CFP and CPA with over 30 years of experience in retirement and family financial planning, the firm partners with LPL Financial as custodian and had surpassed $2 billion in assets under management as of November 2021.

Louisville, Kentucky

Stegner Investment Associates is a fee-only, SEC-registered investment advisor and employee-owned firm established in 1994 in Louisville, Kentucky. The firm serves high net-worth individuals, corporate retirement plans, and nonprofit institutions with investment management and financial planning services, including asset allocation, tax-efficient strategies, retirement planning, and estate planning coordination. SIA operates as a fiduciary using an in-house investment research process and manages approximately $2 billion in assets. The firm's leadership and investment specialists collectively bring over 125 years of industry experience.

Louisville, Kentucky

Yancey & Associates Wealth Management is an investment advisory firm in Louisville, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Louisville, Kentucky

Credent Wealth Management - Louisville, KY is an investment advisory firm in Louisville, Kentucky. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Paducah, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paducah, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Paducah, Kentucky

The Wealth Management Group is an investment and wealth management firm based in Paducah, Kentucky that serves individuals planning for or in retirement. The firm offers personalized financial strategy development, retirement planning, money management, insurance, and estate conservation services, emphasizing client education and long-term guidance. Operating as a boutique practice, the firm provides direct attention to each client while accessing institutional investment and insurance products.

Paducah, Kentucky

Bank-Affiliated

CFSB Investments is a bank-affiliated firm in Paducah, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Paducah, Kentucky

Baird Private Wealth in Paducah, Kentucky, led by Darrin Rudolph, offers wealth management services grounded in a client-first philosophy emphasizing listening, integrity, and understanding individual financial circumstances. The practice draws on Baird's institutional resources and over 150 years of experience to develop personalized financial strategies aligned with clients' goals and values. The team includes client assistants and specialists committed to delivering attentive service across planning and advisory needs.

Paintsville, Kentucky

AppaFinancial, led by CFP® Chase Caudill, offers investment management, retirement planning, asset protection, and insurance planning services from Paintsville, Kentucky. Caudill customizes strategies using mutual funds, ETFs, individual stocks, fixed income, and annuities, serving individuals, families, business owners, and pre- and post-retirees. With credentials including Series 7 and 66 licenses and CFP® certification since 2013, he emphasizes transparent fee disclosure and personalized financial problem-solving based on individual circumstances and goals.

Prospect, Kentucky

Mercurio Walker Financial Advisors of Louisville, based in Prospect, Kentucky, provides insurance analysis and planning services alongside financial planning. The firm was formerly known as Wealthcare Investments & Insurance and rebranded to reflect its founding principals; co-owner Mark Mercurio has worked in financial services since 2002 and holds licenses in life, health, property, and casualty insurance. The practice emphasizes a personalized planning process designed to align clients' financial decisions with their stated goals and values, with no stated minimum investment requirement to begin.

Richmond, Kentucky

Insurance-Based

G Ridings, Agent - New York Life is an insurance-based firm in Richmond, Kentucky. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Somerset, Kentucky

Visionary Horizons Wealth Management, based in Somerset, Kentucky, provides investment management and wealth management services through a model they call the Community Family Office™. The firm offers holistic financial planning that spans personal and business finances, active investment management, and ongoing client communication, with advisors positioned to address financial questions across multiple life areas including retirement planning, education funding, business succession, and family financial coordination.

Union, Kentucky

Lloyd Financial Group is a financial planning firm based in Union, Kentucky, serving clients nationally from the Northern Kentucky and Cincinnati area. The firm provides investment management, financial planning, and tax planning services on a fee-based, fiduciary basis, with a focus on customized retirement planning that includes net worth analysis, Social Security optimization, tax-efficient withdrawal strategies, and scenario testing. Luke Lloyd, who holds the CRPC® credential, leads the firm with an emphasis on transparency and client-focused decision-making.