Find a Financial Planner 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

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 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.

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 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

 

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

Website

(859) 626-3400

808 West Main Street

Richmond, KY 40475

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

 


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