Browse all Seasoned 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	1,260
Retired	865
Wealth management	743
Tax-loss harvesting	738
Executive	629
Retirement income strategy	433
Retirement plans for business owners (SEP, solo 401k)	412
General retirement planning	326
Active portfolio management	280
College savings (529s, UTMA, etc.)	264
Annuities	217
Income planning	213
Approaching retirement	207
Charitable giving & philanthropy	206
Cash flow / budgeting	184
ESG / Sustainable investing	177
General estate planning guidance	154
Options & derivatives strategies	153
Business exit / sale strategy	148
Social Security optimization	140
Private / alternative investments	129
Retirement withdrawal strategies	120
Passive / index investing	114
Mid-Career Professionals	113
Self-Employed	109
HENRY (High Earners, Not Rich Yet)	99
Business succession planning	78
Equity compensation tax strategy	77
Multi-generational wealth transfer	65
Concentrated stock management	61
Divorce financial planning	38
Business ownership considerations	36
Real estate investing	32
General tax planning	30
Long-term care insurance	21
Married/Couples/Partners	21
Planning for children with special needs	20
Divorced	16
Attorney	14
Women Professionals	13
Established Professionals	11
Financial Professional	11
Doctor or Medical Professional	10
Charitable giving tax strategies	9
Debt management	9
Values-based investing	9
Educators, Teachers, and Academics	8
Factor investing / smart beta	8
Professional Athlete	8
Medicare planning	6
Tax strategies for small businesses	6
Religious/faith focused	5
Life insurance needs analysis	4

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