A complete list of active advisors currently associated with Equity Advisors of Kentucky Inc
Warmer can help you find a great advisor at Equity Advisors of Kentucky Inc or one who fits your needs even better.
Equity Advisors of Kentucky provides comprehensive financial planning and portfolio management to individuals, trusts, estates and business entities, including high‑net‑worth clients. Services include investment supervision, income tax planning and preparation, and business consulting such as ESOP support and succession planning. The firm’s investment approach emphasizes strategic asset allocation, portfolio diversification, tax‑focused investing and long‑term market exposure, using mutual funds, ETFs and targeted market segments informed by Morningstar research. Reviews are conducted quarterly and most accounts are managed on a non‑discretionary basis, with client approval required before trades are executed. Noteworthy for a firm of its size, Equity Advisors integrates tax and accounting services into its advisory offering and separately bills for tax preparation and accounting consultation. It also offers optional performance‑based compensation arrangements for qualified clients (including alternatives with different appreciation treatments), a combination of features that is uncommon among similarly supported advisers.
To learn more about the advisors currently working at Equity Advisors of Kentucky Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St Pete Beach, FL
| 9
| |
Lexington, KY
| 1
| |
Lexington, KY
| 8
|
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