Top financial advisors in Madisonville, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Madisonville, KY when you're planning for retirement or managing investments and want to make your money last longer. A common mistake is underestimating how local living costs affect your retirement budget, which can lead to overspending or running out of funds too soon.
- Local cost awareness. Confirm how the advisor factors Madisonville's lower living expenses into your retirement plan to avoid overestimating your spending needs.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to optimize tax impact and portfolio longevity.
- Experience with diverse portfolios. Look for advisors who understand how to balance growth and safety tailored to your retirement timeline.
- Clear fee structure. Ensure you understand how the advisor charges, whether flat fees or other methods, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Seth F
Series 66
Madisonville, KY
OneAscent Financial Services LLC
Seth Franklin in Madisonville, KY, offers expertise in tax-loss harvesting and options strategies, which can help optimize retirement income sequencing and portfolio longevity. His firm, OneAscent Financial Services LLC, manages $2.61 billion with 57 advisors, providing both flat-fee and hourly financial planning options, making his approach flexible compared to others in the area.
Experience: 5 years
Avg account: $589,892
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Joseph C
Series 63, Series 65
Madisonville, KY
LPL Financial
Joseph Collins offers extensive expertise in retirement planning and wealth management, supported by 34 years of experience and credentials including Series 63 and 65. Operating through LPL Financial, a large firm with in-house research, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and a broad range of investment solutions in Madisonville, KY.
Experience: 35 years
Avg account: $399,489
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Tara E
CFP®, Series 66
Madisonville, KY
Edward Jones
Tara Edwards offers retirement income strategy expertise in Madisonville, KY, with 16 years of experience and CFP® certification, ensuring informed planning that considers local living costs. Affiliated with Edward Jones, a large full-service firm serving over four million clients, she provides a clear fee structure with up to 1.35% annual program fees and supports diverse portfolios through discretionary and non-discretionary strategies.
Experience: 16 years
Avg account: $246,728
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Harris T
Series 66
Madisonville, KY
Robert Baird & Co.
Harris Terry's experience with wealth management and tax-loss harvesting at Robert Baird & Co. suits retirees in Madisonville, KY, seeking to optimize retirement income and manage diverse portfolios. His flat-fee options and affiliation with a large firm offering customized consulting and complex investment strategies distinguish him from other local advisors.
Experience: 11 years
Avg account: $713,008
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Jacob H
Series 63, Series 65
Madisonville, KY
Ameriprise
Jacob Holland specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Madisonville, KY. With 11 years of experience at Ameriprise, a large firm known for research-driven, tax-smart withdrawal planning, he offers a 0.15% AUM fee and serves clients with significant investable assets, differentiating him from advisors with smaller practices or less specialized focus.
Experience: 11 years
Avg account: $471,167
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