Find a Financial Advisor in Elizabethtown, KY

 

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

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We Only Work With The Best Elizabethtown 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 Elizabethtown, KY


  • Financial Advisor Close to Elizabethtown, 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 Elizabethtown, 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 Elizabethtown, KY

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

  • Population: 29,620
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $185,000
  • Average Monthly Housing Cost: $825
  • Average Household Income: $68,193
  • 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 Elizabethtown, KY

 

OWEN LARUE FINANCIAL GROUP

Website

(270) 769-9995

109 W. Poplar Street
Suite B
Elizabethtown, KY 42701

SEC#: 801-111041
Years in Business: 4 years

ARGI INVESTMENT SERVICES, LLC

Website

(270) 990-9001

2901 Ring Rd.

Elizabethtown, KY 42701

SEC#: 801-70888
Years in Business: 12 years

ARGI INVESTMENT SERVICES, LLC

Website

(270) 990-9001

2901 Ring Rd.

Elizabethtown, KY 42701

SEC#: 801-70888
Years in Business: 12 years

AE WEALTH MANAGEMENT, LLC

Website

(877) 573-2043

2905 Ring Road

Elizabethtown, KY 42701

SEC#: 801-107319
Years in Business: 5 years

 


Elizabethtown, KY Financial Advisor FAQs

A financial advisor helps clients with investments and other money management. They ask a number of questions at the outset to establish what stage a client is in with their finances, their priorities for managing those finances, and to determine how much they have - so that they can provide proper advice on investing strategies or whether it makes more sense to use different assets as investments. Financial advisors also may do some retirement planning, estate planning/planning for future generations, tax preparation and income repair if needed.
Yes. If you have a long-term goal for your finances, we recommend getting advice from a reputable financial advisor. It's important to ensure that the advisor is trained in personal finance and understand both your short and long-term goals with retirement planning in mind.
There are a few different ways advisors and firms pay out. The most common is based on commissions - where the amount paid for this service will be calculated as a percentage of total investments or assets that have been sold or transferred to them.
You should look at the advisor's track record and education before you make a large commitment. A long term financial planner with a proven background is going to be better for you in the long term than someone with only short-term market experience.