Top financial advisors in Henderson, 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 Henderson, KY when you're planning for retirement or managing investments and want to make the most of your resources. A common mistake is not accounting for how the area's lower living costs can affect your retirement budget and investment strategy.
- Local cost insights. Confirm how they factor Henderson's living expenses into your retirement planning to avoid over- or underestimating your needs.
- Experience with retirement sequencing. Ask how they plan withdrawals and income streams to make your portfolio last longer in this cost environment.
- Investment approach. Look for advisors who adjust risk and asset allocation based on your timeline and local economic conditions.
- Fee structure clarity. Understand how their fees work, especially if they offer flat-fee options, to ensure alignment with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brice M
Series 66
Henderson, KY
Edward Jones
Brice Marsh offers wealth management services in Henderson, KY, with 11 years of experience and a Series 66 designation, making him well-equipped to address retirement planning and investment management in this locale. Affiliated with Edward Jones, a large firm providing diverse advisory programs and a fiduciary standard, he charges up to 1.35% annually and brings additional insight from managing local commercial real estate.
Experience: 11 years
Avg account: $246,728
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Yvette T
Series 63, Series 65
Henderson, KY
Transamerica Retirement Advisors, LLC
Yvette Turnbaugh offers extensive expertise in retirement income strategy and general retirement planning, supported by 27 years of experience and Series 63 and 65 licenses. Operating within Transamerica Retirement Advisors, a large firm known for its proprietary asset allocation tools and managed advice programs, she provides a fee structure up to 0.45% annually, which may suit clients seeking seasoned guidance in Henderson, KY.
Experience: 27 years
Avg account: $82,021
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Erick D
CFP®, Series 66
Henderson, KY
Ameriprise
Erick Dalton specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Henderson, KY. With 25 years of experience at Ameriprise, a large firm offering diverse advisory and insurance solutions, he provides tax-efficient withdrawal strategies and charges a 0.15% AUM fee, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 25 years
Avg account: $471,167
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Ryan M
Series 66
Henderson, KY
Empower Advisory Group
Ryan Monroe's 12 years of experience and Series 66 designation equip him to address retirement planning in Henderson, KY, with a focus on wealth management and charitable giving. His affiliation with Empower Advisory Group, a large firm offering flat-fee structures and integrated retirement plan services, distinguishes him by combining local expertise with scalable financial solutions tailored to employer-sponsored plans and individual clients.
Experience: 12 years
Avg account: $565,063
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Matthew G
Series 66
Henderson, KY
LPL Financial
Matthew Giles offers extensive retirement and wealth management expertise in Henderson, KY, with 23 years of experience and a Series 66 designation. His affiliation with LPL Financial, a large firm providing diverse investment solutions and in-house research, complements his flat-fee financial planning and consulting services, distinguishing him from other advisors who may not combine seasoned experience with flexible fee structures and broad firm resources.
Experience: 24 years
Avg account: $399,489
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