Top financial advisors in Elizabethtown, 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 Elizabethtown, 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 underestimating how local living costs affect your retirement budget, which can lead to overspending or running out of funds too soon.
- Local cost insights. Ask how they factor Elizabethtown's living expenses into your retirement plan to avoid surprises.
- Retirement income sequencing. Confirm how they plan withdrawals to keep your portfolio sustainable over time.
- Investment risk management. Discuss how they balance growth and safety tailored to your retirement timeline.
- Experience with regional markets. Inquire about their knowledge of Kentucky's economic trends and how that influences your strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Madison M
Series 66
Elizabethtown, KY
Raymond James & Associates
Madison Maggard offers expertise in general retirement planning and wealth management, supported by 10 years of experience and a Series 66 license, making her well-suited for retirement needs in Elizabethtown, KY. Working at Raymond James & Associates, a large firm with flat-fee options, she leverages proprietary market research and model-based asset allocations to tailor strategies, distinguishing her from advisors with smaller firm resources or different fee structures.
Experience: 11 years
Avg account: $788,879
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Jeffrey T
Series 63, Series 66
Elizabethtown, KY
LPL Financial
Jeffrey Thomas offers 19 years of experience in wealth management and retirement plans, making him well-suited to address retirement planning needs in Elizabethtown, KY. His affiliation with LPL Financial, a large firm providing diverse investment solutions and in-house research, combined with flat-fee and hourly financial planning options, distinguishes him from other advisors in the area.
Experience: 20 years
Avg account: $399,489
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Megan M
Series 63, Series 66
Elizabethtown, KY
Fidelity
Megan Minton's five years of experience and Series 63 and 66 licenses equip her to address retirement planning and investment management in Elizabethtown, KY, with insights into local economic trends. Affiliated with Fidelity's Strategic Advisers LLC, she leverages a blend of fundamental research and quantitative analysis, distinguishing her through access to large-firm resources and algorithmic portfolio construction.
Experience: 6 years
Avg account: $234,793
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Quenton F
Series 66
Elizabethtown, KY
J.P. Morgan Securities
Quenton Ford offers wealth management services in Elizabethtown, KY, supported by his Series 66 license and four years of experience, making him capable of addressing local retirement planning needs. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized asset allocation, he provides a 0.30% annual AUM fee structure, which may appeal to executives and business owners seeking comprehensive investment management.
Experience: 4 years
Avg account: $318,381
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Alyssa S
Series 66
Elizabethtown, KY
Edward Jones
Alyssa Spears offers wealth management and tax-loss harvesting expertise in Elizabethtown, KY, supported by Edward Jones' extensive network and resources. With three years of experience and a Series 66 designation, she serves clients including retirees and business owners, providing tailored strategies with a program fee up to 1.35% annually, distinguishing her within a large-firm environment.
Experience: 4 years
Avg account: $246,728
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