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 Bowling Green, 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 Bowling Green, KY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Chris Brown
PhD, CFP®
Scholar Financial
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Strategies, Employee Benefits Optimization, Insurance/Risk Management Analysis
Fee-Only financial planner located in Bowling Green, KY, serving clients locally and across the country
Ron Rhoades
CFP®, JD
Scholar Financial
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Strategies, Employee Benefits Optimization, Insurance/Risk Management Analysis
Retirement planning and investment management with tax-smart strategies
PJ Gibbs
CFP®
Trella Wealth
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Insurance Planning, Tax Efficient Strategies
Fee-Only financial planner located in Bowling Green, KY, serving clients locally and across the country. Helping busy families & retirees create flexibility in their financial life.
Karissa McLaren
CFP®
Oasis Wealth Planning Advisors, LLC
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Serving clients across the Bluegrass and throughout the country. Helping near-retirees, retirees, and widows plan, invest, and retire with confidence through tax-focused fiduciary financial planning.
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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)
