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Top Rated Financial Advisors in Covington, 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 Covington, 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 Covington, 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 Covington, 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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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

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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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Dave Wilder

Total Wealth Planning LLC.
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Dave Wilder, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Dave holds a Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) certification. Dave has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000

    Financial Services Provided:

  • Financial Advice & Consulting
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Dan Brown

National Wealth Management Group / LPL Financial
CWS
Dan Brown, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Dan holds a CWS certification. Dan has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

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

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Cincinnati, Ohio area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Rick Scheeler

Scheeler Financial Group
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Rick Scheeler, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Rick holds a CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® certification. Rick has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

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

Harvest Financial Advisors
CFP®
Marc Henn, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Marc holds a CFP® certification. Marc has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab, JP Morgan, Fidelity

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David Bailey

Edelman Financial Engines, LLC
David Bailey, a financial fiduciary, provides financial services to clients in the Miamisburg, Ohio area. David has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based

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

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Doug Kinsey

Artifex Financial Group, LLC
CFP®, Certified Divorce Financial Analyst(CDFA)
Doug Kinsey, a financial fiduciary, provides financial services to clients in the Dayton, Ohio area. Doug holds a CFP®, Certified Divorce Financial Analyst(CDFA) certification. Doug has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, Folio Institutional and Betterment

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