Find a Financial Planner in Kenton County, KY

 

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

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We Only Work With The Best Kenton 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

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


  • Financial Advisor Close to Kenton 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 Kenton 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 Kenton County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Kenton County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.5% of Kenton 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 Kenton County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Kenton County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Kenton County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Kenton County area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the Kenton County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Kenton County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 165,668
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $166,100
  • Average Monthly Housing Cost: $963
  • Average Household Income: $83,684
  • 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 Kenton County, KY


FOURTH STREET PERFORMANCE PARTNERS, INC.

Website

(859) 491-5556

211 Garrard Street

Covington, KY 41011

SEC#: 801-41524
Years in Business: 28 years

RENAISSANCE INVESTMENT MANAGEMENT

Website

(513) 723-4500

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

SEC#: 801-50177
Years in Business: 25 years

LEGACY FINANCIAL ADVISORS, INC.

Website

(859) 655-5225

117 East Fourth Street

Covington, KY 41011

SEC#: 801-72637
Years in Business: 9 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: 6 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