Ways to browse Independent advisors serving Kentucky

Pick a specialty to browse more Independent 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	688
Wealth management	507
Options & derivatives strategies	353
Retirement plans for business owners (SEP, solo 401k)	353
Retirement income strategy	331
Retired	323
Executive	320
Private / alternative investments	309
General retirement planning	291
Tax-loss harvesting	278
Active portfolio management	254
Income planning	195
Business exit / sale strategy	179
College savings (529s, UTMA, etc.)	175
Annuities	171
Concentrated stock management	169
Charitable giving & philanthropy	144
Cash flow / budgeting	135
Equity compensation tax strategy	111
ESG / Sustainable investing	108
General tax planning	90
General estate planning guidance	77
Real estate investing	76
Business succession planning	67
Retirement withdrawal strategies	59
Passive / index investing	56
Business ownership considerations	54
Long-term care insurance	49
Charitable giving tax strategies	37
Social Security optimization	37
Mid-Career Professionals	35
HENRY (High Earners, Not Rich Yet)	30
Self-Employed	29
Approaching retirement	26
Tax strategies for small businesses	22
Medicare planning	21
Divorce financial planning	19
Debt management	18
Doctor or Medical Professional	18
Life insurance needs analysis	17
Professional Athlete	17
Values-based investing	15
Established Professionals	11
Religious/faith focused	9
Roth conversion strategy	9
Disability insurance	8
Young Professionals	8
Equity Recipients (RS/RSU, SOP, ESPP)	7
Factor investing / smart beta	7
Educators, Teachers, and Academics	6
Family Business	4
Attorney	3
Parents	3
Young Families	3

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