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Which Financial Advisor Should You Choose in Kentucky?

Review 26 financial advisors across Kentucky, including Louisville, Lexington and Covington, and find out what each professional offers. Consider client feedback and professional details, then shortlist advisors who provide the type of financial guidance you need.
Bowling Green (1)
Brandenburg (1)
Covington (2)
Lexington (5)
London (1)
Louisville (15)
Nicholasville (1)
6 reviews
Elder Advisers
Emergency
6 reviews
We offer 30+ years of specialized experience in elder care financial planning.
Elder Advisers offers expert Medicaid planning, asset protection, and elder care coordination services in Louisville, KY, and Southern Indiana. Protect your assets with 30+ years of experience.
Medicaid Planning Estate Preservation Irrevocable Funeral Trusts
(800) 763-7930 Call Profile
3 reviews
Legacy Wealth Management
3 reviews
We uphold the fiduciary standard, legally obligated to act in your best interests.
Legacy Wealth Management offers expert financial planning and retirement services in Lexington, KY. Specializing in personalized wealth management, tax strategies, and investment planning to secure your financial future.
Retirement Planning Investment Planning Financial Planning
(859) 296-1200 Call Profile
2 reviews
J Hagan Capital
2 reviews
We operate as a fiduciary, legally bound to prioritize client interests above all else.
J Hagan Capital offers fiduciary financial planning services in Louisville, KY. Specializing in retirement strategies, tax design, and investment management, we deliver personalized solutions for long-term wealth preservation.
Retirement Planning Tax Design Strategies Estate Planning
(502) 690-5635 Call Profile
2 reviews
Biztrackr
13 Years
2 reviews
We offer a 60-day free trial with no long-term contract
Biztrackr is a web-based business tracking software for financial advisors offering tools to manage paperwork, commissions, and reports. Learn more about our Louisville-based solutions.
Business Tracking Commission Management Reporting Tools
(502) 459-4054 Call Profile
Not rated yet
Foster Investment Service
9 Years
Not rated yet
We operate under a fiduciary duty, legally required to prioritize client interests
Foster Investment Service, a family-owned financial advisory firm in Lexington, KY, offers fiduciary investment management focused on capital preservation and low-cost strategies.
Investment Management Portfolio Advisory Retirement Planning
(859) 554-6896 Call Profile
Not rated yet
Legacy Financial Advisors
Not rated yet
We operate as independent fiduciaries with no proprietary products
Legacy Financial Advisors offers values-based financial planning in Covington, KY. Our SEC-registered advisors provide integrated wealth management solutions for retirement, investments, insurance, and estate planning.
Financial Planning Investment Management Insurance Solutions
(859) 655-5244 Call Profile
Not rated yet
Evergreen Advisors
24 Years
Not rated yet
We offer personalized financial plans tailored to individual client goals.
Evergreen Advisors offers personalized financial planning services in Covington, KY. Our certified team specializes in cash management, retirement planning, and investment strategies tailored to your unique needs.
Cash Management Investment Planning Retirement Planning
(513) 784-9150 Call Profile
Not rated yet
Pivot Point Wealth
Not rated yet
We are a fee-only financial advisory firm with no conflicts of interest
Pivot Point Wealth offers fee-only financial planning and investment management in Brandenburg, KY. We help families create personalized strategies aligned with their values and life goals.
Financial Planning Retirement Planning Investment Management
(270) 945-1404 Call Profile
Not rated yet
Pillar Financial Advisors
29 Years
Not rated yet
We offer 30+ years of combined experience in retirement planning
Pillar Financial Advisors offers personalized retirement planning and wealth management services in Louisville, KY. Our fiduciary advisors specialize in tax planning, investment strategy, and retirement income optimization for pre-retirees and retirees.
Retirement Planning Tax Strategy Investment Management
(502) 384-3890 Call Profile
Not rated yet
Harvey Investment
26 Years
Not rated yet
We conduct proprietary investment research and meet directly with company management teams
Harvey Investment provides customized investment strategies focused on long-term growth through concentrated stock portfolios. Serving Louisville, KY and nationwide clients since 2000.
Portfolio Management Investment Research Client Service
(502) 339-8270 Call Profile