Top financial advisors in Mayfield, 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 Mayfield, 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.
- Local cost insights. Confirm how they factor Mayfield's lower living expenses into your retirement plan to avoid overly conservative or risky strategies.
- Retirement income sequencing. Ask how they plan withdrawals to balance taxes and portfolio longevity, not just investment growth.
- Experience with regional markets. Look for advisors familiar with Kentucky's economic landscape to better align your investments with local opportunities and risks.
- Holistic retirement planning. Ensure they consider healthcare, housing, and lifestyle changes specific to your stage of life in Mayfield.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Patrick F
Series 66
Benton, KY
LPL Financial
Patrick Flanary's nine years of experience and Series 66 designation equip him to address retirement planning needs in the Mayfield area, with expertise in wealth management and retirement plans for business owners. Operating through LPL Financial, a large firm offering flat-fee financial planning, he provides access to extensive investment research and diverse client services, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 9 years
Avg account: $399,489
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Kayla B
Series 66
Benton, KY
Raymond James Financial
Kayla Barrett's 12 years of experience and Series 66 designation equip her to address retirement planning needs in the Mayfield area, with specialties in general retirement planning, business succession, and cash flow management. Working at Raymond James Financial, a large firm offering flat-fee structures, she serves a diverse clientele, which may provide broader insights compared to advisors at smaller firms or with different fee models.
Experience: 13 years
Avg account: $700,796
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Edward F
Series 63, Series 66
Mayfield, KY
Edward Jones
Edward Fitz Gerald's 36 years of experience and Series 63 and 66 licenses equip him to address retirement planning needs in Mayfield, KY, with an understanding of local economic factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management services including tax-loss harvesting and multi-generational wealth transfer, with fees up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 36 years
Avg account: $246,728
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Michelle N
CFP®, Series 65
Mayfield, KY
Fire Wealth Management, LLC
Michelle Neiswender offers retirement income strategy expertise tailored to Mayfield, KY, incorporating local cost considerations and tax-efficient Roth conversions. With 14 years of experience and a CFP® certification, she provides flat-fee financial planning and specialized 401(k) liaison services, focusing on medical professionals and established clients, which distinguishes her from advisors with broader or commission-based approaches.
Experience: 15 years
Avg account: $850,837
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Jamison I
Series 63, Series 65
Mayfield, KY
HBW Advisory Services LLC
Jamison Imhoff offers financial planning and asset management in Mayfield, KY, with 12 years of experience and Series 63 and 65 licenses, supporting clients with flat-fee and AUM-based options. His firm, HBW Advisory Services, manages $1.75 billion using a blended investment approach including AI tools, serving individuals, families, and institutions, which may provide broader resources compared to smaller local advisors.
Experience: 12 years
Avg account: $119,864
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