Ways to browse Seasoned advisors serving Kentucky

Pick a specialty to browse more Seasoned 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	1,102
Retired	726
Wealth management	717
Executive	631
Tax-loss harvesting	527
Retirement income strategy	440
General retirement planning	324
Retirement plans for business owners (SEP, solo 401k)	297
Active portfolio management	283
College savings (529s, UTMA, etc.)	238
Annuities	218
Income planning	213
Charitable giving & philanthropy	206
Approaching retirement	205
Cash flow / budgeting	183
ESG / Sustainable investing	178
General estate planning guidance	157
Options & derivatives strategies	151
Business exit / sale strategy	148
Social Security optimization	136
Private / alternative investments	131
Retirement withdrawal strategies	120
Mid-Career Professionals	113
Passive / index investing	113
Self-Employed	109
HENRY (High Earners, Not Rich Yet)	98
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	31
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
Values-based investing	10
Charitable giving tax strategies	9
Debt management	9
Doctor or Medical Professional	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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