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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Florence is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Florence & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Florence?

Looking for a qualified financial advisor in Florence? We can help you by narrowing down your options & listing the best financial advisors in Florence as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Florence near you with the list of certified and vetted Florence financial advisors.

List of Qualified Financial Advisors in Florence, Kentucky

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Maria Santiago

Edelman Financial Engines, LLC

7310 Turfway Road Suite 550

Florence, KY 41042
(513) 3342851

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David Sparks

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 5517548

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Judd Eberhart

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 3101437

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Kevin Copley

Creative Planning

3805 Edwards Rd. Suite 550 Office 6

Cincinnati, OH 45209
(513) 8026595

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Matt Arnold

Creative Planning

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Indianapolis, IN 45212
(317) 3150411

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Anne Megerle

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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Jay Lame

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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Matt Pitzer

Creative Planning

8044 Montgomery Rd. Suite 170

Cincinnati, OH 45236
(913) 3382727

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Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241
(513) 3342851

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241
(513) 9846696

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Chris Oberholzer

Infinity Wealth Counsel

433 West Loveland Avenue

Loveland, OH 45140
(513) 5633500

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Donald Felty, PhD

Donald Felty Llc

6989 Morris Road

Fairfield Township, OH 45011
(513) 2841959

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Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342
(937) 4311925

List of Additional Financial Advisors in Florence, Kentucky*

* Additional advisor listing is provided in partnership with Yext

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Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
8593840800

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Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
8599603090

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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