Find Help · Kentucky
Verified financial advisors in
Kentucky.
Financial Advisors serving Kentucky. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Kentucky law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Kentucky so far: 43 financial advisors, 8 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Kentucky guide, which cites the statute or the state agency behind it. Read the Kentucky guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Kentucky is the order to work in. It's free and it always will be.
Access Wealth Management, LLC
Kentucky financial advisory firm offering investment management, financial planning, family office, tax management, asset protection, and portfolio risk analysis services, including guidance for high net worth individuals, business owners, and professional athletes, in the Louisville area.
Advantage Investment Management
Kentucky financial advisory firm offering financial planning, retirement planning, education investing, income protection, tax considerations, estate planning, investment planning, and retirement plans for businesses in the Louisville area.
Alexander Investment Services Co.
Kentucky financial advisory firm offering retirement planning, investment advisory, wealth management, college funding, and estate planning services, including retirement plan design and administration, in the Louisville area.
Alpha Financial Partners LLC
Kentucky financial advisory firm offering wealth management, employee benefits, institutional services, business owner services, and athlete services, including portfolio management, estate planning, retirement plan services, and exit planning, in the Lexington area.
Asio Capital LLC
Kentucky wealth management firm offering financial planning, investment management, retirement planning, tax management, and legacy planning services, including guidance for business owners, medical professionals, retirees, and high-net-worth families, in the Lexington area.
Ballast, Inc.
Kentucky financial advisor offering financial planning and wealth management services for families, entrepreneurs, medical professionals, and non-profits in the Lexington area.
Blvd Private Wealth, LLC
Kentucky financial advisor offering portfolio management, financial planning, tax strategy, trust and estate guidance, and retirement planning, including services for high net worth clients in the Prospect area.
Castellan
Kentucky financial advisory firm offering investment management, private investments, and family office services, including legacy planning workshops, in the Louisville area.
Centerline Wealth Advisors, LLC
Kentucky financial advisor offering fiduciary financial planning, retirement planning, tax planning, and exit planning services, including specialized planning for families, physicians, and business owners, in the Louisville area.
Churchill Financial Advisors, LLC
Kentucky investment management firm offering investment management, portfolio management, trust administration, and non-profit investment management services in the Louisville area.
Cullinan Associates, Inc.
Kentucky financial advisor offering investment management services in the Louisville area.
Dmlo Wealth Planning, LLC
Kentucky financial advisor offering financial planning, investment management, retirement planning, estate planning, and tax planning services, including guidance for business owners and major life events, in the Louisville area.
Dupree & Company, Inc.
Kentucky financial advisor offering mutual fund investment, transfer agent, and dividend disbursing services, including single state bond funds, in the Lexington area.
E. S. Barr & Company
Kentucky investment management firm offering investment review and fee-based portfolio services in the Lexington area.
First Kentucky Securities Corp
Kentucky financial advisor offering institutional consulting, municipal finance, municipal advisory, mutual funds, and wealth management services, including tax-free bond search and investor education resources, in the Louisville area.
Invest Inc.
Kentucky financial advisory firm offering financial planning, tax planning, retirement planning, and stock option planning, including fee-only investment advisory services, in the Lexington area.
Keystone Financial Group, LLC
Kentucky financial advisory firm offering investment management, retirement planning, tax planning, saving strategies, business ownership planning, and charitable giving services, including business ownership and legacy planning strategies, in the Lexington area.
Lanier Asset Management, LLC
Kentucky financial advisory firm offering retirement, estate, investment, insurance, tax, and financial planning services, including asset management for individual clients, in the Louisville area.
Legacy Financial Advisors, Inc.
Kentucky financial advisory firm offering financial planning and investment management services, including fiduciary advisory and performance reporting portals, in the Covington area.
Lockshield Partners, Inc.
Kentucky financial advisory firm offering investment management, retirement planning, tax planning, insurance, estate planning, and charitable planning, along with accounting services such as tax preparation, payroll, bookkeeping, and business consulting, in the Glasgow area.
Magnate Advisory Services, LLC
Kentucky financial advisory firm offering financial planning, investment management for individuals and institutions, and 401(k) services for businesses in the Louisville area.
Meridian Wealth Management, LLC
Kentucky financial advisory firm offering wealth management, investment advisory, and insurance services in the Lexington area.
Moneywatch Advisors, Inc.
Kentucky financial advisor offering fee-only financial planning and investment management services in the Lexington area.
Owen Larue Financial Group
Kentucky financial advisory firm offering retirement, estate, investment, insurance, and tax planning services, including wealth management and multi-generational asset transfer planning, in the Elizabethtown area.
Paragon Private Wealth Management LLC
Kentucky financial advisor offering wealth management, retirement planning, investment strategy, and business management services, including services for professional athletes and high-net-worth individuals, in the Lexington area.
Parthenon LLC
Kentucky investment management firm offering investment management services for individuals and institutions, including equity and fixed income portfolio services, in the Louisville area.
Principled Wealth Advisors, LLC
Kentucky financial advisor offering financial planning, wealth management, retirement, investment, estate, insurance, and tax resources in the Covington area.
Q2 Wealth Management
Kentucky financial advisory firm offering financial planning, investment management, retirement, tax, insurance, and estate planning services in the Lexington area.
Reliant Wealth Planning, LLC
Kentucky financial advisor offering retirement planning, cash flow management, legacy and estate planning, risk management, investment management, and gifting and charitable strategies in the Louisville area.
Renaissance Investment Management
Kentucky investment advisory firm offering domestic and international equity strategies such as large cap, midcap, and small cap growth, international and emerging markets equity, and REIT portfolios for institutional and high-net-worth clients in the Covington area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →