Find a Financial Advisor in Prospect, KY

 

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

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We Only Work With The Best Prospect 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 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 Prospect, KY


  • Financial Advisor Close to Prospect, 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 Prospect, 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 Prospect, KY

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

  • Population: 4,896
  • % of Population 62 Years and Over: 35.6%
  • Average Home Value: $388,000
  • Average Monthly Housing Cost: $1,624
  • Average Household Income: $199,415
  • 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 Prospect, KY

 

BLVD PRIVATE WEALTH, LLC

Website

(502) 513-8056

10515 Meeting Street
Suite 101
Prospect, KY 40059

SEC#: 801-119638
Years in Business: 0 years

THE GLEASON GROUP, INC.

Website

(502) 882-7300

9418 Norton Commons Boulevard
Suite 100
Prospect, KY 40059

SEC#: 801-96195
Years in Business: 6 years

FWG INVESTMENTS, LLC

Website

(502) 749-1439

5940 Timber Ridge Drive
Suite 102
Prospect, KY 40059

SEC#: 801-112954
Years in Business: 3 years

 


Prospect, KY Financial Advisor FAQs

A financial advisor is a professional who helps you build your wealth and achieve your financial goals.
Many factors are involved when seeking out a financial advisor. The person needs to fit your investment goals, be trustworthy and have experience with managing money.
Financial advisors can be useful in helping you to make decisions about your finances. They can also help make efficient and effective use of the resources you provide them with, providing good returns on your investments.
When they sell stocks, bonds, and other securities for you. That's just one way advisors can get paid. Some advisors may charge a monthly retainer fee so that you have access to their expertise and guidance through any market environment.