What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Covington, KY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Covington, KY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Chad Lively
CFP®
Lively Financial
Newport, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning
Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.
Tim Witham
CFP®
Balanced Life Planning LLC
Villa Hills, KY
Specialties: Comprehensive Financial Planning, Cash Flow / Retirement Income Planning, Ongoing Investment Management, Tax Planning, Estate Planning, Insurance Analysis, Equity and Deferred Compensation Analysis, Education Planning
Fee-Only financial planner located in Cincinnati, OH. Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
