Top financial advisors in Danville, 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 be considering your financial future in Danville, KY, where lower living costs can make your retirement savings last longer. Without careful planning, you could underestimate how to balance spending and saving over time.
- Local cost insights. Look for advisors who understand how Danville's living expenses affect your retirement budget.
- Income sequencing. Ask how they plan withdrawals to keep your portfolio sustainable through retirement.
- Risk management. Confirm they tailor investment risk to your comfort and retirement timeline.
- Tax considerations. Check if they incorporate local and federal tax impacts into your retirement strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jerry S
Series 66
Danville, KY
Edward Jones
Jerry Smothers brings 18 years of experience and a Series 66 credential to his role at Edward Jones in Danville, KY, offering wealth management and tax-loss harvesting services that can help manage retirement income sequencing and risk. His affiliation with a large firm managing over $1 trillion in assets provides access to diverse advisory strategies and tax-efficient services, distinguishing him from smaller local advisors.
Experience: 19 years
Avg account: $246,728
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Natalie B
Series 66
Danville, KY
PNC Wealth Management
Natalie Burkhead offers financial guidance in Danville, KY, leveraging PNC Wealth Management's model-based programs that include algorithmic risk assessments and investments in mutual funds and ETFs, which can help manage retirement income sequencing and risk. With a Series 66 designation and experience at a large firm, she provides active portfolio management and wealth management services, charging an annual fee of 0.85% AUM, suitable for executives seeking structured investment approaches.
Experience: 2 years
Avg account: $182,752
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Jeffrey J
Series 63, Series 65
Danville, KY
Raymond James Financial
Jeffrey Joiner offers retirement planning expertise in Danville, KY, with 32 years of experience and credentials including Series 63 and 65. Affiliated with Raymond James Financial, a large firm providing flat-fee and hourly consulting, he supports diverse clients including business owners and retirees, distinguishing himself through a focus on cash flow, budgeting, and business succession planning.
Experience: 32 years
Avg account: $700,796
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Mack J
Series 66
Danville, KY
Robert Baird & Co.
Mack Johnson offers financial guidance in Danville, KY, with expertise in wealth management and tax-loss harvesting, which can help optimize retirement savings amid local cost considerations. Affiliated with the large firm Robert Baird & Co., he provides flexible fee options including flat fees and hourly consulting, and supports diverse clients through tailored portfolio services within a private wealth management team.
Experience: 6 years
Avg account: $713,008
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David M
Series 63, Series 65
Danville, KY
Kingswood Wealth Advisors, LLC
David Morris offers expertise in retirement plans for business owners, making him well-suited for clients in Danville, KY, who need tailored retirement strategies considering local cost factors. His firm, Kingswood Wealth Advisors, uses an open-architecture investment approach and serves diverse clients, with flexible fee options including flat fees and hourly consulting, distinguishing him from advisors with more rigid fee structures.
Experience: 12 years
Avg account: $326,893
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