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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

Clifford G. Canavera

CFP®,CLU,ChFC,CLTC

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

Financial Advisor serving Kentucky and the surrounding communities.

Canavera Financial Group, LLC

9300 Shelbyville Rd, Ste 1250
Louisville, KY 40222
(502) 931-9946

D. Scott Neal, Sr.

CFP®, CPA

President

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.

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

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 Dutchmans Parkway
Louisville, KY 40205
(800) 344-9098
(502) 459-7199

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

Tracy M. Redmon

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

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

Limestone Wealth Advisors, a private wealth advisory practice of Ameriprise Fina

161 St. Matthews Ave, Suite 7
Louisville, KY 40207
(502) 894-9366 x*813
CONNECT WITH Tracy
  • facebook link

Robin H. Lawson

CFP®

President

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

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

Financial Solutions Inc

309 W Jefferson St
La Grange, KY 40031-1111
(502) 225-9900

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

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

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

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

Brad W. Michels

CFP®, QPFC

Wealth Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Credent Wealth Management

4350 Brownsboro Road, Suite 110`
Louisville, KY 40207
(502) 589-1772

William L. Ralston, III

CFP®

Director of Corporate Retirement Planning Services

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

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

Kentucky Planning Partners

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

Kevin D. Haggard, Sr.

CFP®

Premier Banker

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Kentucky and the surrounding communities.

Wells Fargo

2909 Petty Jay Rd
Louisville, KY 40220
(502) 472-5969

Thomas M. Tye

CFP® AAMS® AIF®

Specialties: Investment Management, Life Planning, Retirement

Commission Financial Advisor serving Kentucky and the surrounding communities.

Tye Financial Group

141 N 3rd St
Danville, KY 40422
(859) 236-8793

Patrick Lach

Ph.D., CFA, CFP®

Registered Investment Adviser

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

Darren Wurz

CFP®, MSFP

Financial Planner / Portfolio Manager

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

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Wurz Financial Services

1032 Madison Ave, #10005
Covington, KY 41011
(859) 291-9879
CONNECT WITH Darren
  • facebook link
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  • linkedin link
  • youtube link

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

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
  • linkedin link

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

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

Sean Miranda

CFP®

Director

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

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

Robert W. Baird & Co. Incorporated

4803 Olympia Park Plaza, Suite 4000
Louisville, KY 40241
(800) 558-9853
(502) 326-1489
CONNECT WITH Sean
  • facebook link
  • linkedin link

Kimberly Cunningham Blakely

CFP®

Financial Planning and Wealth Advisor

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

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Mariner Wealth Advisors

5518 Killinur Dr
Prospect, KY 40059
(502) 693-4776
CONNECT WITH Kimberly
  • linkedin link

Ruth W. Trautwein

CFP®

Director of Portfolio Management

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Stegner Investment Associates, Inc.

233 Breckenridge Ln
Louisville, KY 40207
(502) 895-0122
CONNECT WITH Ruth
  • linkedin link

Charles Farnsley

CFP®

Principal

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

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Bahe Farnsley Advisors

4360 Brownsboro Rd, Ste 104
Louisville, KY 40207
(502) 627-0918
CONNECT WITH Charles
  • twitter link
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Thomas C. Falkner

CFP®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Legacy Financial Independent Advisors

100 Mallard Creek Road, Suite 402
Louisville, KY 40207
(502) 873-0526

Kevin Dean Farmer

CFP®, CRPC®, AAMS®

Senior Vice President

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

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

Baird

231 2nd St
Henderson, KY 42420-3137
(800) 887-3102
(270) 826-3102
CONNECT WITH Kevin
  • linkedin link

Christopher L. Brown

CFP®

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

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Western Kentucky University

629 Larmon Mill Rd
Bowling Green, KY 42104-7891

Shawn P. Hannegan

CFP®

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

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Hannegan Wealth Management

180 Barnwood Dr
Edgewood, KY 41017-2501
(859) 291-0101

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