Find a Financial Planner in Jefferson County, KY


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

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We Only Work With The Best Jefferson County Financial Advisors

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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Jefferson County, KY

  • Financial Advisor Close to Jefferson County, 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


How Can a CFP® in Jefferson County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Jefferson County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Jefferson County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.5% of Jefferson County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Jefferson County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Jefferson County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Jefferson County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Jefferson County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Kentucky has unique laws defining which actions trigger a taxable event and has the 22nd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Jefferson County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Jefferson County area when dealing with high-interest credit card debt and private student loans.


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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Jefferson County, KY

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

  • Population: 767,419
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $173,600
  • Average Monthly Housing Cost: $941
  • Average Household Income: $79,373
  • 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 Jefferson County, KY



(502) 895-0122

233 Breckenridge Lane

Louisville, KY 40207

SEC#: 801-46803
Years in Business: 27 years



(502) 412-2524

700 North Hurstbourne Pkwy
Suite 110
Louisville, KY 40222

SEC#: 801-60952
Years in Business: 19 years



(502) 242-1561

10200 Forest Green Blvd.
Suite 311
Louisville, KY 40223

SEC#: 801-76852
Years in Business: 9 years



(502) 855-3480

4965 Us Highway 42
Suite 1000
Louisville, KY 40222

SEC#: 801-118963
Years in Business: 1 years



(502) 339-8270

297 North Hubbards Lane
Suite 102
Louisville, KY 40207

SEC#: 801-58031
Years in Business: 20 years



(502) 410-1900

4965 U.S. Highway 42, Suite 2900

Louisville, KY 40222

SEC#: 801-81041
Years in Business: 6 years



(502) 909-1100

10200 Forest Green Boulevard
Suite 300
Louisville, KY 40223

SEC#: 801-107331
Years in Business: 5 years



(502) 893-7288

4360 Brownsboro Road
Suite 115
Louisville, KY 40207

SEC#: 801-67742
Years in Business: 14 years



(502) 451-0600

2225 Lexington Road

Louisville, KY 40206

SEC#: 801-71475
Years in Business: 11 years



(502) 855-3160

400 Blankenbaker Parkway
Suite 100
Louisville, KY 40243

SEC#: 801-118616
Years in Business: 1 years