Find a Financial Advisor in Covington, KY

 

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We did the hard work of finding trustworthy partners in Covington, KY.

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We Only Work With The Best Covington Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Covington, KY


  • Financial Advisor Close to Covington, KY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Covington, KY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Covington, KY

We evaluated over 13,000 RIA firms to bring you the best of the best Covington financial advisors.
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How Retirement-Friendly is Covington, KY?

  • Population: 40,548
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $118,900
  • Average Monthly Housing Cost: $794
  • Average Household Income: $59,350
  • Kentucky Total Tax Burden: 8.58% (22nd Highest in U.S.)
  • Kentucky Property Tax: 1.99% (6th Lowest in U.S.)
  • Kentucky Individual Income Tax: 3.17% (9th Highest in U.S.)
  • Kentucky Sales and Excise Tax: 3.42% (23rd Highest in U.S.)



The Top Financial Advisor Firms in Covington, KY

 

FOURTH STREET PERFORMANCE PARTNERS, INC.

Website

(859) 491-5556

211 Garrard Street

Covington, KY 41011

SEC#: 801-41524
Years in Business: 29 years

RENAISSANCE INVESTMENT MANAGEMENT

Website

(513) 723-4500

50 E. Rivercenter Blvd.
Suite 1200
Covington, KY 41011

SEC#: 801-50177
Years in Business: 26 years

LEGACY FINANCIAL ADVISORS, INC.

Website

(859) 655-5225

117 East Fourth Street

Covington, KY 41011

SEC#: 801-72637
Years in Business: 10 years

CHANNEL ISLANDS GROUP

Website

(859) 888-0355

15 West Fifth St.

Covington, KY 41011

SEC#: 801-80798
Years in Business: 6 years

JOURNEY ADVISORY GROUP, LLC

Website

(859) 888-0355

15 West 5th St

Covington, KY 41011

SEC#: 801-79934
Years in Business: 7 years

MCF ADVISORS, LLC

Website

(859) 392-8600

50 E. Rivercenter Blvd.,
Suite 300
Covington, KY 41011

SEC#: 801-62765
Years in Business: 17 years

CWM, LLC

Website

(859) 445-0550

50 East Rivercenter Blvd, Suite 1225

Covington, KY 41011

SEC#: 801-72037
Years in Business: 10 years

M HOLDINGS SECURITIES, INC.

Website

(513) 784-9150

40 W 5th Street

Covington, KY 41011

SEC#: 801-57304
Years in Business: 21 years

CWM, LLC

Website

(859) 445-0550

50 East Rivercenter Blvd, Suite 1225

Covington, KY 41011

SEC#: 801-72037
Years in Business: 10 years

 


Covington, KY Financial Advisor FAQs

Online reviews about an advisor's services and the advisors' credentials should be enough for most people to make a decision as to whether or not they feel comfortable with this person.
Typically a financial advisor costs anywhere from $50 to $150 per hour.
A financial advisor will help you keep up with the latest changes in legislation and provide expert guidance on topics such as retirement savings, long-term care options, and life insurance.
When asking for specific questions, remember that the best way to know if the person is trustworthy or not is by their track record. If there are stories of success with other clients' money, this is a sign that the advisor might be right for you.