Browse all CFP®-certified advisors in Kentucky

Every advisor below is licensed to work with clients in Kentucky. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Kentucky advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	585
Wealth management	375
Retired	372
Tax-loss harvesting	320
Executive	315
Retirement plans for business owners (SEP, solo 401k)	266
Retirement income strategy	194
Private / alternative investments	161
General retirement planning	150
College savings (529s, UTMA, etc.)	129
Charitable giving & philanthropy	124
Options & derivatives strategies	95
Cash flow / budgeting	94
Active portfolio management	93
ESG / Sustainable investing	89
Business exit / sale strategy	87
Income planning	81
Annuities	78
Approaching retirement	70
General estate planning guidance	68
Long-term care insurance	65
Self-Employed	56
Social Security optimization	50
Business succession planning	43
Passive / index investing	43
Retirement withdrawal strategies	41
Multi-generational wealth transfer	40
Business ownership considerations	31
General tax planning	31
HENRY (High Earners, Not Rich Yet)	31
Concentrated stock management	27
Mid-Career Professionals	24
Equity compensation tax strategy	19
Divorce financial planning	17
Real estate investing	17
Established Professionals	13
Values-based investing	13
Women Professionals	12
Life insurance needs analysis	10
Factor investing / smart beta	9
Medicare planning	9
Attorney	8
Doctor or Medical Professional	8
Tax strategies for small businesses	7
Roth conversion strategy	6
Parents	5
Debt management	4
Educators, Teachers, and Academics	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Young Families	4
Young Professionals	4
Engineering Professional	3
Family Business	3
Professional Athlete	3

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