Wealth Management in Kenton County, KY

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List of Firms

Kenton County, KY Wealth Management Firms

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Financial Advisors | U.S. Bancorp Investments
Location 602 Madison Ave, Covington, KY 41011, USA
Phone (859) 292-6201
Language https://www.usbank.com/wealth-management/find-an-advisor/ky/covington.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Railey Financial Service
Location 4359 Dixie Hwy, Elsmere, KY 41018, USA
Phone (859) 261-5757
Language http://www.raileyfinancial.com/
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Bottom Line Services
5 out of 5
Location 300 Buttermilk Pike Suite 322, Fort Mitchell, KY 41017, USA
Phone (859) 331-8081
Language http://www.bottomlineservices.com/
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Merrill Lynch Wealth Management Advisor Brian C Schwalbach
Location 300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, USA
Phone (859) 426-4265
Language https://fa.ml.com/kentucky/fort-mitchell/brian_schwalbach
Directions
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Ballast, Inc.
SEC File# 801-79651
CRD# 152695
5 out of 5
Location 360 E Vine St #320, Lexington, KY 40507, USA
Phone (859) 226-0625
Language http://www.ballastplan.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Fidant Wealth Partners - Ameriprise Financial Services, LLC
4 out of 5
Location 740 Centre View Blvd Fl 5, Crestview Hills, KY 41017, USA
Phone (859) 341-1841
Language https://www.ameripriseadvisors.com/team/fidant-wealth-partners/?cid=IP_local_google
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DeVault Financial Services
4 out of 5
Location 482 Erlanger Rd, Erlanger, KY 41018, USA
Phone (859) 341-4103
Language http://www.damtax.com/
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Affordable Asset Management
5 out of 5
Location 8091 Production Dr, Florence, KY 41042, USA
Phone (859) 292-0603
Directions
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HORAN
SEC File# 801-77575
CRD# 152888
5 out of 5
Location Columbia Executive Center, 207 Grandview Dr Suite 100, Fort Mitchell, KY 41017, USA
Phone (859) 572-4500
Language http://www.horanassoc.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Christopher Pieper
Location 300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, USA
Phone (859) 426-4262
Language https://fa.ml.com/kentucky/fort-mitchell/cpieper
Directions
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Merrill Lynch Wealth Management Advisor Erin Kern Timmerding
Location 300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, USA
Phone (859) 426-4279
Language https://fa.ml.com/kentucky/fort-mitchell/erin.timmerding
Directions
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R.L. Brown Wealth Management
5 out of 5
Location 135 W Main St Suite 200, Lexington, KY 40507, USA
Phone (859) 317-5889
Language https://rlbrownwealth.com/
Directions
Wealth Management in Kenton County, KY

Where Wealth Management Advisors in Kenton County, KY Serve

Kenton County, KY is a bustling area filled with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the towering Florence Y'all Water Tower to the historic Mary Boone House, there's no shortage of iconic landmarks to explore. Top employers such as St. Elizabeth Healthcare and Cincinnati/Northern Kentucky International Airport contribute to the county's thriving economy. Major highways like I-71/75 and I-275 provide easy access to neighboring cities, while bustling streets like Dixie Highway and Madison Pike offer a variety of shopping and dining options. The county is also home to diverse neighborhoods such as Covington's Mainstrasse Village and Villa Hills' prestigious Rolling Hills. With so much to offer, Kenton County is a vibrant and exciting place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kenton County, KY can benefit from a bank in numerous ways. Firstly, a bank can provide safe and secure storage of their money, ensuring that their hard-earned cash is protected from theft or loss. Secondly, banks can offer loans to residents who require financial assistance for various purposes such as purchasing a car, starting a business, or buying a home. Moreover, banks can provide financial advice to residents, helping them to make informed decisions about their money and investments. Specifically, in Kenton County, KY, banks can provide assistance to the many small businesses that operate in the area, offering them loans to expand and grow their businesses. Additionally, banks can assist residents in managing their finances during times of economic hardship, such as during the COVID-19 pandemic, by offering financial relief programs and loan deferments. Overall, banks play a crucial role in supporting the financial needs of residents in Kenton County, KY, and can help them achieve their financial goals and aspirations.

Insurance Broker

Residents of Kenton County, KY can benefit from the expertise of an insurance broker in numerous ways. Given that the county is home to a significant number of small businesses, an insurance broker can help business owners navigate the complex landscape of commercial insurance policies and identify the coverage that best suits their unique needs. Additionally, with Kenton County being situated in a high-risk flood zone, homeowners may require specialized flood insurance coverage, which an insurance broker can assist with. Moreover, an insurance broker can help residents of Kenton County navigate the complexities of the Affordable Care Act and identify health insurance policies that provide the coverage they require. With the ever-changing insurance landscape, an insurance broker can provide valuable insights and guidance to residents of Kenton County, ensuring that they have the coverage they require to protect themselves, their businesses, and their families.

Retirement Planning

Residents of Kenton County, KY can benefit from the guidance of a retirement planner in various ways. With a population of over 165,000 people, Kenton County is one of the fastest-growing areas in Kentucky. The county's economy is driven by healthcare, education, and manufacturing industries, among others. A retirement planner can help residents of Kenton County navigate the complex financial landscape of retirement planning, which includes managing assets, minimizing taxes, and maximizing Social Security benefits. Given the county's diverse population, a retirement planner can also provide tailored advice to individuals from different backgrounds, such as those who have served in the military or those who are self-employed. Additionally, with the average life expectancy in Kenton County being 78 years, a retirement planner can help residents plan for a long and prosperous retirement.

Financial Advisor

Residents of Kenton County, KY can benefit significantly from the services of a financial advisor. With a population of over 166,000, Kenton County is home to a diverse community with varying financial needs and goals. A financial advisor can assist residents in developing a comprehensive financial plan that takes into account their unique circumstances and objectives. This includes helping them to create a budget, manage debt, plan for retirement, and invest wisely. Additionally, with the county's close proximity to Cincinnati, OH, a financial advisor can also provide guidance on navigating the tax implications of living and working in two different states. Overall, a financial advisor can provide invaluable support to residents of Kenton County in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Kenton County, KY would greatly benefit from the expertise of a mortgage loan officer. With a population of over 166,000, Kenton County is the third most populous county in Kentucky. The county is home to a diverse range of residents, from young families to retirees. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage and securing their dream home. Whether it's a first-time homebuyer or someone looking to refinance, a mortgage loan officer can provide valuable guidance on interest rates, loan options, and the overall lending process. Additionally, with the county's proximity to Cincinnati, Ohio, a mortgage loan officer can also provide insight into the unique lending requirements and regulations that come with purchasing a home in a border county.

Tax Services

Residents of Kenton County, KY could greatly benefit from the expertise of a tax advisor in a multitude of ways. With a population of over 166,000, Kenton County is home to a diverse group of individuals with varying financial situations. A tax advisor could assist in navigating the complex tax laws specific to Kentucky, such as the state's unique tax on distilled spirits. Additionally, with a median household income of $65,000, many residents could benefit from advice on maximizing deductions and credits to minimize their tax burden. For those who own small businesses, a tax advisor could provide guidance on structuring their business to take advantage of tax breaks and incentives offered by the state and local government. With the ever-changing tax landscape, a tax advisor could help residents stay up-to-date on new laws and regulations that could impact their finances. Overall, a tax advisor could provide invaluable assistance to residents of Kenton County, KY in navigating the complex world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Kenton County, KY can benefit from the services of an estate planning lawyer in numerous ways. One specific area where an estate planning lawyer can be of immense help is in the creation of a comprehensive estate plan that takes into account the unique legal and financial landscape of Kenton County. With its diverse population and thriving economy, Kenton County presents a complex set of legal challenges that require the expertise of a knowledgeable estate planning lawyer. An estate planning lawyer can help residents of Kenton County navigate the complex legal requirements surrounding wills, trusts, and probate, ensuring that their assets are protected and their loved ones are provided for in the event of their passing. Additionally, an estate planning lawyer can help residents of Kenton County minimize their tax liability and maximize their charitable giving, while also addressing any special needs or concerns they may have regarding their estate plan. Overall, an estate planning lawyer can be an invaluable resource for residents of Kenton County, KY looking to secure their financial future and protect their legacy.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Kenton County, KY can provide a plethora of wealth management services to their clients. These services include but are not limited to investment management, estate planning, retirement planning, tax planning, and risk management. In Kenton County, KY, a wealth manager can also offer specialized expertise in managing the wealth of individuals who work in the thriving manufacturing and healthcare industries. With the county's close proximity to Cincinnati, Ohio, a wealth manager can also provide cross-border financial planning for clients who have assets in both Kentucky and Ohio. Additionally, a wealth manager in Kenton County can help clients navigate the complexities of state and local tax laws, including the Kentucky inheritance tax, which can have a significant impact on estate planning strategies. Overall, a wealth manager in Kenton County, KY can provide comprehensive and tailored financial solutions to help clients achieve their long-term financial goals.

Kenton County, KY is an ideal location to find a wealth manager due to its thriving economy and diverse population. With a population of over 166,000 residents and a median household income of $62,000, Kenton County offers a unique blend of affluence and accessibility. This county is home to several major corporations, including Fidelity Investments, which provides ample opportunities for wealth management professionals to gain experience and build their networks. Additionally, Kenton County boasts a robust financial services industry, with many reputable firms offering a wide range of investment strategies and financial planning services. Whether you are a high-net-worth individual seeking personalized investment advice or a small business owner looking to grow your wealth, Kenton County has the resources and expertise to help you achieve your financial goals.