Browse all Independent 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	671
Wealth management	510
Options & derivatives strategies	356
Retirement plans for business owners (SEP, solo 401k)	355
Retirement income strategy	314
Retired	307
Private / alternative investments	305
Executive	303
General retirement planning	274
Tax-loss harvesting	257
Active portfolio management	246
Income planning	193
College savings (529s, UTMA, etc.)	181
Annuities	171
Concentrated stock management	168
Charitable giving & philanthropy	146
Cash flow / budgeting	135
Equity compensation tax strategy	111
ESG / Sustainable investing	108
General tax planning	90
General estate planning guidance	77
Business exit / sale strategy	75
Real estate investing	74
Business succession planning	67
Retirement withdrawal strategies	57
Passive / index investing	56
Business ownership considerations	54
Long-term care insurance	49
Social Security optimization	38
Charitable giving tax strategies	37
Mid-Career Professionals	35
HENRY (High Earners, Not Rich Yet)	30
Approaching retirement	29
Self-Employed	29
Medicare planning	21
Doctor or Medical Professional	20
Divorce financial planning	19
Debt management	18
Tax strategies for small businesses	18
Life insurance needs analysis	17
Professional Athlete	17
Values-based investing	16
Established Professionals	11
Factor investing / smart beta	11
Religious/faith focused	9
Roth conversion strategy	9
Disability insurance	8
Equity Recipients (RS/RSU, SOP, ESPP)	7
Young Professionals	7
Educators, Teachers, and Academics	6
Family Business	4
Attorney	3
Parents	3
Young Families	3

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