Top financial advisors in Owensboro, 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.
If you're planning for retirement in Owensboro, KY, you might be looking to make your savings last longer given the area's lower living costs. A common mistake is underestimating how far your retirement funds can stretch, which can lead to overly cautious or overly aggressive spending plans.
- Local cost of living insight. Ask how they factor Owensboro's expenses into your retirement budget to avoid miscalculations.
- Withdrawal strategy. Confirm they design income plans that balance longevity of funds with your lifestyle needs.
- Tax impact awareness. Discuss how they handle taxes on withdrawals to keep more of your money working for you.
- Investment risk management. Ensure they adjust your portfolio to protect against market swings as you approach or enter retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cindi B
Series 63, Series 65
Owensboro, KY
Mass Mutual Investors Services
Cindi Bosley offers extensive experience in Owensboro, KY, with 29 years in the industry and expertise in cash flow, budgeting, and estate planning, which are crucial for managing retirement funds effectively in a lower-cost area. Affiliated with Mass Mutual Investors Services, a large firm providing diverse financial planning and asset management options, she also serves clients including business owners and trusts, distinguishing her with broad service capabilities and a seasoned approach.
Experience: 30 years
Avg account: $249,379
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Tycen B
Series 66
Owensboro, KY
Edward Jones
Tycen Brock's 18 years of experience at Edward Jones in Owensboro, KY, equip him to address retirement planning with a focus on wealth management and tax-loss harvesting, which can help optimize withdrawal strategies and tax impacts. As part of a large firm managing over $1 trillion in assets, he offers access to extensive resources and multi-generational wealth transfer expertise, distinguishing him from smaller local advisors.
Experience: 18 years
Avg account: $246,728
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Rohnn S
Series 66, Series 65
Owensboro, KY
Advisory Services Network
Rohnn Sanderson in Owensboro, KY, offers wealth management and business succession planning with 12 years of experience, making him well-suited to address retirement planning needs in the area. His firm, Advisory Services Network, provides flat-fee and independent advice, serving diverse clients with tailored portfolio management and financial planning strategies, which may offer more flexible fee options compared to other local advisors.
Experience: 12 years
Avg account: $826,033
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James I
Series 63, Series 66
Owensboro, KY
Robert Baird & Co.
James Ivey III offers retirement planning expertise in Owensboro, KY, leveraging 16 years of experience and specialties in wealth management and tax-loss harvesting. Affiliated with the large firm Robert Baird & Co., he provides flexible fee options including flat fees and hourly consulting, and serves diverse clients with tailored portfolio management strategies, distinguishing him from advisors with narrower service scopes.
Experience: 16 years
Avg account: $713,008
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Reid D
Series 66
Owensboro, KY
Ameriprise
Reid Davenport specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in Owensboro, KY plan withdrawals that balance fund longevity with lifestyle needs. Working at Ameriprise, a large firm with a 0.15% AUM fee, he leverages research and centralized consulting to provide tax-smart, written income plans primarily for clients with significant investable assets.
Experience: 1 year
Avg account: $471,167
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