Find a Financial Advisor in Richmond, KY

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

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We Only Work With The Best Richmond 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


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


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 Richmond, KY

  • Financial Advisor Close to Richmond, 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 Richmond, 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 Richmond, KY

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

  • Population: 35,133
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $156,800
  • Average Monthly Housing Cost: $713
  • Average Household Income: $53,036
  • 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 Richmond, KY




(859) 626-3400

808 West Main Street

Richmond, KY 40475

SEC#: 801-111092
Years in Business: 4 years


Richmond, KY Financial Advisor FAQs

Richmond is a city and the county seat of Madison County, Kentucky, United States. Richmond is located at the intersection of US 25 and Kentucky Routes 52-57. Richmond's top employer is Toyota Motor Manufacturing Kentucky, which employs around 4,500 people. Other major employers include EKU, Madison Health, and Berea College. Richmond is best known for being the home of Toyota Motor Manufacturing Kentucky, as well as the birthplace of Kentucky Fried Chicken. Some unique facts about Richmond include that it is the only city in Kentucky that has been designated a National Historic Landmark and that it is home to the world's largest collection of outdoor murals. A bunch of financial advisory services is available in Richmond, KY located in Madison County in the Bluegrass Region of the state. It is the third largest city in its Region and the sixth largest in its state. Richmond, KY got its name after Richmond, Virginia. Don't miss the list below to see other financial advisors serving this area's neighboring places.

Good places to start would be referral sources like friends or co-workers that have had successful experiences in the past. Many times these people know specifically what it is they were looking for when branching out in search of an advisor.

Many financial advisors charge a flat fee annually or in a lump sum. Others charge an hourly fee for planning sessions, consultations, and/or installation of the financial plan.

Definitely. You need someone who has your best interests in mind and can help guide you towards the right investments according to your needs.

Financial advisors help people to formulate a strategy for their finances. They can help with investments, insurance, mortgages, retirement planning and more.

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.