Top financial advisors in Ashland, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Ashland, KY when you're planning for retirement or managing investments and want to make your money last longer. A common mistake is underestimating how local living costs affect your retirement budget, which can lead to overspending or running out of funds.
- Local cost awareness. Confirm how the advisor factors Ashland's lower living expenses into your retirement plan to avoid overestimating your needed withdrawals.
- Retirement income sequencing. Ask how they plan the order of drawing from different accounts to maximize your portfolio's longevity.
- Investment risk management. Discuss how they balance growth and safety to suit your retirement timeline and comfort with market ups and downs.
- Experience with regional tax rules. Check if they understand Kentucky's tax implications on retirement income and investments to optimize your after-tax returns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tanner L
Series 63, Series 65
Ashland, KY
Raymond James & Associates
Tanner Locey offers retirement planning and wealth management services in Ashland, KY, with a focus on flat-fee arrangements through the large firm Raymond James & Associates. His background includes experience at major banks and a diverse client base, which may provide valuable insights into managing retirement income and investment risk. With Series 63 and 65 licenses and two years in the industry, he combines institutional resources with personalized planning.
Experience: 2 years
Avg account: $788,879
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Eugene C
Series 63, Series 65
Ashland, KY
OSAIC
Eugene Cox's 24 years of experience and Series 63 and 65 licenses equip him to address retirement planning needs in Ashland, KY, with a focus on annuities. Working at OSAIC, a large firm offering flat-fee options and advanced portfolio tools, he serves diverse clients including executives and retirees, providing flexible fee structures and seasoned guidance compared to other local advisors.
Experience: 24 years
Avg account: $398,336
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David H
Series 63, Series 66
Ashland, KY
Edward Jones
David Hanzel II, based in Ashland, KY, offers wealth management services with nine years of experience and holds Series 63 and 66 licenses. Working at Edward Jones, a large firm with over four million clients, he provides access to diverse investment strategies and a fiduciary standard, charging up to 1.35% annually, which may suit those seeking comprehensive support in managing retirement income and tax considerations.
Experience: 10 years
Avg account: $246,728
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Gene R
Series 63, Series 65
Ashland, KY
Cetera
Gene Rhoades II's extensive 37 years of experience and focus on retirement plans for business owners make him well-suited to address retirement planning needs in Ashland, KY. Operating within Cetera, a large firm offering flat fees and diverse portfolio management options, he caters to high earners approaching retirement, providing tailored strategies that consider local tax rules and investment risk management.
Experience: 37 years
Avg account: $306,089
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Leif C
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Leif Clarke offers retirement income strategy expertise in Ashland, KY, with 29 years of industry experience and a value-oriented investment approach tailored to risk tolerance and income needs. His independent firm manages $57.2 million across 161 clients, providing portfolio management and retirement-plan advisory services to individuals and institutions, with a negotiable fee structure starting at 1.25% annually.
Experience: 30 years
Avg account: $367,781
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