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Find and compare 2-3 vetted financial advisors
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Top Rated Financial Advisors in Kentucky

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Kentucky is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Kentucky with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Kentucky near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Mark Josaitis

Barnwood Capital Management
ChFC®
Mark Josaitis, a financial fiduciary, provides financial services to clients in the Edgewood, Kentucky area. Mark holds a ChFC® certification. Mark has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Tom Nemec

Edelman Financial Engines, LLC
CMFC®
Tom Nemec, a financial fiduciary, provides financial services to clients in the Florence, Kentucky area. Tom holds a CMFC® certification. Tom has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Journey Advisory Group

CPA, CFP®, CMT®, CFA®
Journey Advisory Group, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Covington, Kentucky area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab

Top vetted financial advisors in Kentucky by cities

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