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William L. Ralston, III

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222-5170
(502) 394-0400 Contact Me

Mark Charles Frey

CFP®, CPA

Manager

Specialties: Business Taxes, Estate Planning, Investment Management, Retirement, Personal Taxes

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Mark C. Frey and Associates L.L.C.

14009 Crossbranch Court
Louisville, KY 40245
Contact Me

Aaron W. Seyfried

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Waddell & Reed

12 Orphanage Rd, Suite 200
Ft. Mitchell, KY 41017
(859) 331-1915 Contact Me

Tobin R. Jenkins

CFP®

CERTIFIED FINANCIAL ADVISOR

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Keystone Financial Group, LLC

535 Wellington Way, Ste 140
Lexington, KY 40503
(859) 317-8323 Contact Me

Ryan L. Pitts

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Retirement Security Group

75 Cavalier Blvd, Suite 316
Florence, KY 41042
(859) 746-2113
CONNECT WITH Ryan
  • facebook link
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Steven J. Giacobbe

CFP®, CFA

Founder & Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Accredited Wealth Mangement

6010 Brownsboro Park Blvd, Ste F
Louisville, KY 40207
(502) 290-1905
(502) 290-1905
CONNECT WITH Steven
  • facebook link
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Carolyn B. Howard

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

SeaCure Advisors LLC

219 E. High St.
Lexington, KY 40507
(877) 328-4037
(877) 328-4037
Contact Me

Patrick Lach

Ph.D., CFA, CFP®

Registered Investment Adviser

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Lach Financial, LLC

3046 Breckenridge Ln, Ste 202
Louisville, KY 40220
(502) 295-7887 Contact Me

James A. Smith

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Pierce Financial Planning Inc

182 North Mill St
Lexington, KY 40507
(859) 224-4790 Contact Me

Daniel L. Hardt

CFP®, AAMS, CLU

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Dan Hardt Financial Services

4350 Brownsboro Rd, Ste 110, The Summit
Louisville, KY 40207
(502) 893-4381 Contact Me

David A. Thomas

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Ameriprise Financial Services, Inc.

17 S Main St
Madisonville, KY 42431-2553
(270) 821-2044 Contact Me

Ron A. Rhoades

JD, CFP®

Program Director, Financial Planning Program

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Western Kentucky University

1441 Riva Ridge Ave
Bowling Green, KY 42104
(352) 228-1672 Contact Me

Christina L. O'Bryan

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Beacon Asset Management

4075 Pine Lake Ct
Owensboro, KY 42303
(270) 316-0296 Contact Me

Joanna Veirs

CPA, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Kentucky and the surrounding communities.

The Glenview Trust Co

4969 US Highway 42, Ste 2000
Louisville, KY 40222-6391
(866) 671-7067
(502) 212-7800
Contact Me

J. Kevin Childress

CFP® CRPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Ameriprise Financial Services, Inc.

1349 Bardstown
Louisville, KY 40204-1270
(502) 365-4600 Contact Me

Wade Brittingham

CFP®

Financial Advisor

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

VOYA Financial Advisors, Inc.

2012 Douglass Blvd, Unit 3
Louisville, KY 40205
Contact Me

A. David Holland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Optimum Investment Advisors

110 Bash Ave
Somerset, KY 42501
(877) 625-0005
(312) 371-6143
Contact Me

Josh Ackerman

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Context Financial LLC

120 Kentucky Ave, Ste 120
Lexington, KY 40502
(859) 514-1999 Contact Me

Donald L. Garton

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Advantage Investment Management

2319 Lime Kiln Ln
Louisville, KY 40222
(877) 212-3002
(502) 212-3000
Contact Me

Paul L. Corley

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Kentucky and the surrounding communities.

Financial Services Center

1700 UPS Dr, Ste 101
Louisville, KY 40223-4026
(502) 426-6577 Contact Me

Patricia M Breeze

CLU, CFP®

IAR

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Kentucky and the surrounding communities.

SeaCure Advisors, LLC

6038 Delaney Ferry Ext
Versailles, KY 40383
(859) 252-0225 Contact Me

David L. Anneken

CFP®

Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Kentucky and the surrounding communities.

Cardinal Pointe Financial Group

909 Wright's Summit Pkwy, Ste 130
Fort Wright, KY 41011
(859) 344-7460 Contact Me

Gregory W. Kasten

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Financial Advisor serving Kentucky and the surrounding communities.

Unified Trust Company, N.A.

2353 Alexandria Dr, Ste 100
Lexington, KY 40504-3208
(859) 296-4407 x202 Contact Me

William H. Borders

CFP®

Specialties:

Financial Advisor serving Kentucky and the surrounding communities.

Landmark Financial Advisors, LLC

911 College St, Ste 301
Bowling Green, KY 42101
(270) 782-9222 Contact Me

Ben C. Kaufmann

CFP®, CLU, ChFC

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

You'Re Outta Here

352 S Broadway
Lexington, KY 40508-2567
(859) 233-0703 Contact Me

Robert A. Davenport

CFP®, CLTC

Senior Managing Associate

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Kentucky and the surrounding communities.

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222-5170
(502) 394-0400 Contact Me

Jerome G. Zimmerer

CFP®

Senior Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

D. Scott Neal, Inc.

6440 Dutchman's Parkway, Suite #201
Louisville, KY 40205
(800) 344-9098
(800) 344-9098
Contact Me

Donald E. Lewis

CFP®, EA

Owner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Asset Allocation,...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Lewis Financial LLC

1048 Eagle Lake Dr
Lawrenceburg, KY 40342
(800) 222-9286
(502) 839-9286
CONNECT WITH Donald
  • facebook link
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David S. Neal, Sr.

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

D. Scott Neal, Inc.

3292 Eagle View Lane, Suite 290
Lexington, KY 40509
(800) 344-9098
(859) 254-3036
CONNECT WITH David
  • facebook link
Contact Me

Glenn E. Levine

CFP®

Specialties: Banking, Estate Planning, Investment Management, Retirement

Financial Advisor serving Kentucky and the surrounding communities.

US Bank Private Client Reserve

1 Financial Square
Louisville, KY 40202
(502) 562-6205 Contact Me