Ways to browse CFP®-certified advisors serving Kentucky

Pick a specialty to browse more CFP®-certified advisors serving Kentucky.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	569
Wealth management	379
Retired	364
Executive	325
Retirement plans for business owners (SEP, solo 401k)	224
Tax-loss harvesting	215
Retirement income strategy	202
Private / alternative investments	165
General retirement planning	139
Charitable giving & philanthropy	127
College savings (529s, UTMA, etc.)	111
Active portfolio management	94
Cash flow / budgeting	94
Options & derivatives strategies	94
ESG / Sustainable investing	89
Business exit / sale strategy	88
Annuities	78
Income planning	75
Approaching retirement	70
General estate planning guidance	68
Long-term care insurance	67
Self-Employed	56
Retirement withdrawal strategies	51
Social Security optimization	50
Business succession planning	44
Passive / index investing	42
Multi-generational wealth transfer	39
General tax planning	31
HENRY (High Earners, Not Rich Yet)	31
Business ownership considerations	30
Concentrated stock management	29
Mid-Career Professionals	24
Equity compensation tax strategy	19
Real estate investing	18
Divorce financial planning	17
Established Professionals	13
Values-based investing	12
Women Professionals	12
Life insurance needs analysis	10
Factor investing / smart beta	9
Medicare planning	9
Tax strategies for small businesses	9
Attorney	8
Doctor or Medical Professional	8
Roth conversion strategy	6
Debt management	5
Parents	5
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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