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Top Rated Financial Advisors in Florence, 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 Florence, 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 Florence, 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 Florence, 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.

David Wilder

Total Wealth Planning
AIF® CEPA CFP® CTFA
David Wilder, a financial fiduciary, has been a Paladin Registry member since 2005. David holds Accredited Investment Fiduciary , Certified Exit Planning Advisor , Certified Financial Planner , Certified Trust and Financial Advisor certifications. David has over 30 years of experience. David has over 20 years of experience with Total Wealth Planning firm. David provides financial services to clients in the Cincinnati, Ohio area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Schwab

Richard Seaver

Valeo Financial Advisors, LLC
CFP®
Richard Seaver, a financial fiduciary, has been a Paladin Registry member since 2005. Richard holds a Certified Financial Planner certification. Richard has over 12 years of experience. Richard provides financial services to clients in the Louisville, Kentucky area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Doug Kinsey

Artifex Financial Group, LLC
CFP® AIFA®
Doug Kinsey, a financial fiduciary, has been a Paladin Registry member since 2006. Doug holds Certified Financial Planner , Accredited Investment Fiduciary Analyst certifications. Doug has over 25 years of experience. Doug provides financial services to clients in the Dayton, Ohio area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Waterhouse/Ameritrade
  • Folio Institutional
  • Trust Company of America

Marc Henn

Harvest Financial Advisors
CFP®
Marc Henn, a financial fiduciary, has been a Paladin Registry member since 2004. Marc is the owner of Harvest Financial Advisors. Marc holds a Certified Financial Planner certification. Marc has over 30 years of experience. Marc provides financial services to clients in the West Chester, Ohio area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • JP Morgan
  • Fidelity

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

David Smyth

Family Financial Partners
David Smyth, a financial fiduciary, has been a Paladin Registry member since 2015. David has over 17 years of experience. David provides financial services to clients in the Lexington, Kentucky area.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Pershing

Anderson Financial Strategies

CFA® CFP® MBA
Anderson Financial Strategies, a financial fiduciary firm, has been a Paladin Registry member since 2020. Firm is the owner of Anderson Financial Strategies. Firm holds Chartered Financial Analyst , Certified Financial Planner , Master of Business Administration certifications and has over 17 years of experience. Anderson Financial Strategies provides financial services to clients in the Dayton, Ohio area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade

Chris Oberholzer

Infinity Wealth Counsel
CFP®
Chris Oberholzer, a financial fiduciary, has been a Paladin Registry member since 2020. Chris holds a Certified Financial Planner certification. Chris has over 17 years of experience. Chris provides financial services to clients in the Loveland, Ohio area.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fixed Fee

Dan Brown

National Wealth Management Group, LLC/ LPL Financial
CWS®
Dan Brown, a financial fiduciary, has been a Paladin Registry member since 2021. Dan is the owner of National Wealth Management Group, LLC/ LPL Financial. Dan holds a Certified Wealth Strategist certification. Dan has over 25 years of experience. Dan provides financial services to clients in the Cincinnati, Ohio area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.