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Find Top Financial Advisors in Florence, Kentucky

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Florence, Kentucky. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Florence

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Florence, Kentucky
Financial Advisor Office Location Phone Number
Maria Santiago
Edelman Financial Engines, LLC
7310 Turfway Road Suite 550,
Florence, KY  41042
(859) 372-6645
Dave Wilder
Total Wealth Planning LLC.
4665 Cornell Rd,
Cincinnati, OH  45241
(513) 984-6696

Information on Qualified Financial Advisors in Florence

Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 7310 Turfway Road Suite 550,
Florence,
KY 
41042
Phone Number (859) 3726645

Joined Edelman Financial Engines in 2009. Began her career in the financial services industry in 2009. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Lifelong resident of Ohio. Has two children: Olivia and Lisette. Maria enjoys traveling, running, and spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2063597
FirmCRD# 174434
Series 65 (Not needed as an RIA)

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 4665 Cornell Rd,
Suite 160,
Cincinnati,
OH 
45241
Phone Number (513) 9846696

As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave’s background and experience includes: 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired Five-Star Advisor through Paladin Registry; 2008 Reuters Top Advisor; Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

About Total Wealth Planning LLC.

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.



List of Additional Financial Advisors in or around Florence, Kentucky
Financial Advisor Office Location Phone Number
Robert Jung
Crew Capital Management, Ltd.
11427 Reed Hartman Hwy,
Cincinnati, OH  45241
(513) 245-2620
Maria Santiago
Edelman Financial Engines, LLC
Summit Woods I Building,
Cincinnati, OH  45241
(513) 985-0100

Information on Additional Financial Advisors in or around Florence, Kentucky

Robert Jung

Crew Capital Management, Ltd.

Qualifications CRD# 2080426
FirmCRD# 125402
Series 63, 66

Tel: (513) 2452620
11427 Reed Hartman Hwy,
Cincinnati,
OH 
45241


Maria Santiago

Edelman Financial Engines, LLC

Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Tel: (513) 9850100
Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH 
45241


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?