Top advisors in Kentucky
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 a financial advisor in Kentucky if you're navigating complex investment choices or planning for significant life changes like retirement or inheritance. A common pitfall is working with an advisor who applies generic advice without tailoring it to Kentucky's unique economic and tax environment.
- Local market knowledge. Confirm how familiar they are with Kentucky's economic trends and tax rules that could impact your financial plan.
- Experience with life transitions. Ask how they support clients through events like retirement, estate planning, or business sales specific to Kentucky's regulations.
- Fee structure clarity. Understand whether their fees are flat, percentage-based, or a mix, and how that aligns with your financial goals.
- Firm size implications. Large-firm advisors may offer extensive resources, but check how that affects your personal attention and service.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Julie S
Series 66
Prestonsburg, KY
Edward Jones
Julie Smith offers expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which are valuable for navigating Kentucky's unique financial landscape. Affiliated with Edward Jones, a large firm serving over four million clients, she provides access to extensive resources and a variety of advisory programs, though her one year of industry experience is less than some peers.
Experience: 1 year
Avg account: $246,728
-
Linda O
Series 63, Series 65
Evansville, IN
Raymond James Financial
Linda Oeth offers expertise in retirement and business succession planning, making her well-suited for clients in Kentucky facing significant life transitions. With 28 years of experience at Raymond James Financial, a large firm known for advisory and implementation-support services, she provides flat-fee and hourly fee options, catering to a diverse client base including high-net-worth individuals and organizations.
Experience: 28 years
Avg account: $700,796
-
George R
Series 63, Series 65
Dayton, OH
FIFTH THIRD SECURITIES, Inc.
George Rassi's 14 years of experience and expertise in passive/index investing, tax-loss harvesting, and sustainable investing equip him to handle diverse financial needs, including retirement planning. Affiliated with the large firm Fifth Third Securities, he offers access to discretionary managed-account options and tax-overlay services, which may provide broader resources compared to smaller firms, though his location in Dayton, OH, is outside Kentucky.
Experience: 14 years
Avg account: $230,450
-
Jordan P
Series 66
Bowling Green, KY
Morgan Stanley
Jordan Pruden offers expertise in general estate planning guidance, making him suitable for clients in Kentucky facing complex life transitions like retirement or inheritance. Based in Bowling Green, KY, he brings nine years of industry experience and works with Morgan Stanley, a large firm managing $2.74 trillion in assets, which provides extensive resources but may influence the level of personal attention compared to smaller firms.
Experience: 9 years
Avg account: $670,481
-
Myron B
CFP®, Series 63, Series 65
Cincinnati, OH
Wells Fargo Clearing
Myron Barker's 37 years of experience and CFP® certification equip him to navigate complex financial decisions relevant to Kentucky residents, including retirement and estate planning. Working with Wells Fargo Clearing, a large firm offering IPS-driven, modern portfolio theory-based advice and flat-fee structures, he caters to high-net-worth clients, providing a blend of personal expertise and extensive firm resources that may differ from smaller local advisors.
Experience: 37 years
Avg account: $475,575
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")