Top financial advisors in Glasgow, 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 Glasgow, 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.
- Retirement income planning. Look for advisors who factor in Glasgow's lower living costs to help extend your portfolio's longevity.
- Investment risk management. Confirm how they balance growth and safety to suit your retirement timeline and comfort level.
- Expense forecasting. Ask how they project future expenses, including healthcare and unexpected costs, to avoid surprises.
- Tax impact awareness. Ensure they consider local and state tax rules that could affect your retirement withdrawals and overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sheila P
Series 63, Series 66
Glasgow, KY
Edward Jones
Sheila Perkins offers extensive expertise in wealth management and tax-loss harvesting, supported by 23 years of experience and Series 63 and 66 licenses, making her well-equipped to address retirement income planning in Glasgow, KY. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs with a fee structure up to 1.35% annually, suitable for clients seeking seasoned guidance in multi-generational wealth transfer.
Experience: 24 years
Avg account: $246,728
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Zachary R
CFP®, Series 66
Glasgow, KY
LPL Financial
Zachary Ross, a CFP® with eight years of experience in Glasgow, KY, specializes in wealth management and retirement plans for business owners, making him well-suited for retirement income planning in the area. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he brings a background in pharmaceuticals and prior experience at Edward Jones, providing a broad perspective compared to other local advisors.
Experience: 8 years
Avg account: $399,489
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Daniel K
Series 63, Series 65
Glasgow, KY
Lockshield Partners, Inc.
Daniel Klein offers retirement income planning in Glasgow, KY, leveraging 27 years of experience and expertise in options, derivatives, and real estate investing. His firm, Lockshield Partners, provides flat-fee financial planning and manages assets non-discretionarily with fundamental analysis, distinguishing him with a blend of long- and short-term strategies and an affiliation with an accounting firm for integrated tax planning.
Experience: 27 years
Avg account: $260,232
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Oscar B
ChFC®, Series 63
Glasgow, KY
Cetera
Oscar Bates in Glasgow, KY, specializes in wealth management and retirement plans for business owners, making him well-suited for retirement income planning and investment risk management. With 11 years of experience and credentials like ChFC®, he offers flat-fee financial planning through Cetera, a large firm providing diverse portfolio management options, which may appeal to clients seeking structured yet flexible advisory services.
Experience: 11 years
Avg account: $306,089
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Barrett M
Series 66
Glasgow, KY
Robert Baird & Co.
Barrett Metzger's 11 years of experience and Series 66 designation at Robert Baird & Co. equip him to address retirement income planning in Glasgow, KY, with attention to tax-loss harvesting and wealth management. His affiliation with a large firm offering flat-fee and hourly consulting options provides flexible fee structures, distinguishing him from advisors with more rigid pricing models.
Experience: 11 years
Avg account: $713,008
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