Find a Financial Advisor in Ft. Mitchell, KY

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

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We Only Work With The Best Ft. Mitchell 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

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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 Fort Mitchell, KY


  • Financial Advisor Close to Fort Mitchell, 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 Fort Mitchell, 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 Fort Mitchell, KY

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

  • Population: 8,257
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $276,200
  • Average Monthly Housing Cost: $970
  • Average Household Income: $102,253
  • 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 Fort Mitchell, KY

 

ALTUS WEALTH MANAGEMENT, LLC

Website

(859) 815-8566

2500 Chamber Center Drive
Suite 202
Ft. Mitchell, KY 41017

SEC#: 801-80301
Years in Business: 7 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 6 years

CENTER FOR WEALTH MANAGEMENT LLC.

Website

(859) 888-0861

211 Grandview Dr Suite 236

Fort Mitchell, KY 41017

SEC#: 801-112042
Years in Business: 4 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 6 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 6 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 6 years

VALMARK ADVISERS INC

Website

(513) 297-4007

250 Grandview Drive, Ste. 475
250 Grandview Drive, Suite 475
Fort Mitchell, KY 41017

SEC#: 801-55564
Years in Business: 23 years

VALMARK ADVISERS INC

Website

(859) 331-2010

211 Grandview Drive
Suite 235
Fort Mitchell, KY 41017

SEC#: 801-55564
Years in Business: 23 years

CENTER FOR WEALTH MANAGEMENT LLC.

Website

(859) 888-0861

211 Grandview Dr Suite 236

Fort Mitchell, KY 41017

SEC#: 801-112042
Years in Business: 4 years

 


Fort Mitchell, KY Financial Advisor FAQs

Fort Mitchell is a home rule-class city within the United States, located in Kenton County. The city has a total area of 3.1 square miles, all of which is land, according to the US Census Bureau. The top employer in Fort Mitchell, Kentucky is Cintas Corporation, with over 8,000 employees and annual revenue of $5.8 billion. Fort Mitchell, Kentucky is best known for its picturesque landscape, which is why it has become a popular tourist destination. The city is situated just across the Ohio River from Cincinnati, and it offers residents and visitors alike plenty of opportunities to enjoy nature and outdoor activities. Financial advisory services are within reach in Fort Mitchell, a home rule-class city within the United States, located in Kenton County. It is best known for its picturesque landscape, which is why it has become a popular tourist destination. The city is situated just across the Ohio River from Cincinnati, and it offers residents and visitors alike plenty of opportunities to enjoy nature and outdoor activities. Moreover, the area's top employer is Cintas Corporation, with over 8,000 employees and annual revenue of $5.8 billion. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Ask your friends and acquaintances if any of them has experience with the potential advisor you're considering. Ask for references to check out from others in the industry. Contacting all their clients is a great proving ground because clients should be happy to avoid bad advisors and should be first in line to recommend a good one, they were lucky enough to meet first.

One of the most important things you can do is to find a qualified advisor who has knowledge in your area of need and who will be able to work with you in achieving your goals.

Financial advisors get paid in a number of ways, but usually they charge a percentage of the value of your investment. The more money you have to invest - the higher the fee.

Financial advisors provide a range of services to help you grow your financial portfolio. From investments and insurance coverage, to retirement needs assessment and benefits planning, a financial advisor can help you assess your entire situation and offer personalized advice for making the right decisions about managing your money.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.