Top financial advisors in Campbellsville, 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 Campbellsville, KY when you're planning for retirement or managing investments and want to make your money last longer in a lower-cost area. A common mistake is not accounting for how local living costs affect your retirement income needs, which can lead to overspending or underinvesting.
- Local cost awareness. Confirm how the advisor factors Campbellsville's living expenses into your retirement plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance income needs with portfolio longevity.
- Investment risk management. Look for strategies that adjust risk based on your retirement timeline and local economic conditions.
- Experience with regional markets. Inquire about their familiarity with Kentucky's tax rules and investment opportunities that impact your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aaron S
Series 66
Campbellsville, KY
Edward Jones
Aaron Sharlow offers retirement income strategy and wealth management services in Campbellsville, KY, with a focus on ESG investing and inheritance planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and benefits from a broad national network, distinguishing him from smaller local advisors.
Experience: 1 year
Avg account: $246,728
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Christopher M
CFA®, Series 63
Lebanon, KY
Chadds Ford Wealth Partners, LLC
Christopher Madel offers wealth management expertise suitable for retirement planning near Campbellsville, KY, with a focus on private and alternative investments and ESG strategies. His firm serves high-net-worth clients with flat-fee and asset-based pricing, providing customized portfolios and independent research, distinguishing him from advisors with more traditional approaches or different fee structures.
Experience: 7 years
Avg account: $18,403,144
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Quentin K
Series 65
Campbellsville, KY
R.D. Smothers Wealth Management
Quentin Knifley offers financial planning and active portfolio management tailored to individual clients in Campbellsville, KY, with a focus on cash flow and budgeting. His experience as a local business owner and rental property manager complements his independent advisory approach, providing practical insights into regional economic conditions and personalized investment strategies.
Experience: 1 year
Avg account: $299,287
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Walter J
Series 65
Campbellsville, KY
Transamerica Financial Advisors
Walter Jones offers financial advice in Campbellsville, KY, with a focus on ESG investing, concentrated stock management, and wealth management, supported by his Series 65 credential and experience at regional banks. Affiliated with Transamerica Financial Advisors, a large firm managing $1.7 billion in assets, he employs model portfolios via third-party managers and charges a 0.65% AUM fee, distinguishing him from smaller local advisors.
Experience: 1 year
Avg account: $48,577
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Charles W
Series 63, Series 66
Lebanon, KY
Creative Financial Designs, Inc.
Charles White brings 27 years of experience and holds Series 63 and 66 licenses, serving clients from Lebanon, KY near Campbellsville. His firm, Creative Financial Designs, offers investment management with asset-class model allocations and Biblical Responsible Investing, catering to individual and charitable clients. Fee options include negotiable hourly rates and retainer fees, providing flexibility compared to other advisors in the region.
Experience: 27 years
Avg account: $275,989
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