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Find Best Financial Advisors in Florence, Kentucky

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. 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


Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246



Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241



Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249



Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249



Rick Scheeler, CFP®

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069



Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342



Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419


Additional Financial Advisors in Kentucky

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Renaissance Capital Management, Inc.
Inquire with Renaissance
6900 Houston Road, Suite 3 Florence, KY 41042 859-384-0800
Fifth Third Preferred
Inquire with Fifth
8100 Burlington Pike, Florence, KY 41042 859-960-3090
John Fruin
Inquire with John
7430 US Highway 42, Ste 101 Florence, KY 41042 859-594-4088
Kevin Widener
Inquire with Kevin
7430 US Highway 42, Ste 101 Florence, KY 41042 859-795-1233
Steve Knapp
Inquire with Steve
7430 US Highway 42, Ste 101 Florence, KY 41042 859-795-1237
Edward Jones
Inquire with Edward
1511 Cavalry Ln, Suite 102 Florence, KY 41042 859-384-0306
Edward Jones
Inquire with Edward
8160 Dream Street, Florence, KY 41042 859-282-7040
Edward Jones
Inquire with Edward
8160 Dream St, Suite A Florence, KY 41042 859-817-9008
Edward Jones
Inquire with Edward
7500 Oakbrook Road, Suite 18 Florence, KY 41042 859-525-4108
Edward Jones
Inquire with Edward
7500 Oakbrook Road, Suite 18 Florence, KY 41042 859-525-4108

Select other cities around Kentucky to broaden your search for a financial advisor

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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