Best Financial Advisors in Owensboro, KY

The highest-rated Financial Planning & Wealth Management companies out of 179 vetted & reviewed in the Owensboro area.

Hinton Matthew CPA

Hinton Matthew CPA

(2)
Tax Return Preparation, Bookkeeping, Tax Preparation
“Mr Hinton and his office has always given first class service”
Offers Financing Options
In Business Since 2011
Transparent Fees & Pricing
1616 Frederica St, Owensboro, KY
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Marcus W. Bosley & Associates

Marcus W. Bosley & Associates

In Business Since 2019
1601 Frederica St, Owensboro, KY
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Advanced Investment Management

Advanced Investment Management

Financial Planning Services, Investment Mangement Process
“Traditionally, Financial Advisors examine your time horizon and risk tolerance to determine the appropriate asset allocations. We created Advanced Investment Management to go deeper. We believe your time horizon and risk tolerance are important, but ...”
In Business Since 2021
725 Harvard Dr, Owensboro, KY
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Phil Clark

Phil Clark

“We choose to be an independent firm, enabling us to offer maximum investment solutions without regard to proprietary products, sales quotas or outside influences. Our independence gives clients choice, flexibility and peace of mind. Is your advisor c...”
In Business Since 2004
101 E 2nd St #200, Owensboro, KY
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Schulte Tax and Financial Group

Schulte Tax and Financial Group

(1)
“Brian and his team at Schulte Tax always exceed my expectations.”
In Business Since 2004
Serving Owensboro Area
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John Friend & Co

John Friend & Co

(3)
Client Portal, Client Letters and Information, HR Support
“Although we're not "big kahuna" clients John spent the time going over every last (painful in our case) detail & always seemed interested in OUR best interests, regardless of the size of our bank account.”
Free Initial Consultation
In Business Since 2001
Transparent Fees & Pricing
2916 E Morgan Ave, Evansville, IN
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Rick Watkins Financial Services

Rick Watkins Financial Services

(4)
Risk Management, Rick Watkins Financial, College Funding
“I would tell anyone who is looking to open or transfer their accounts to someone who is very interested in helping you grow your money see Rick or John at Rick Watkins Financial financial services.”
In Business Since 2009
Offers Financing Options
4900 Shamrock Dr # 200A, Evansville, IN
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Centennial Wealth Solutions

Centennial Wealth Solutions

Accepts All Major Credit Cards
In Business Since 1999
Licensed, BBB Rating: A+
401 N Weinbach Ave ste d, Evansville, IN
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Kay & Associates

Kay & Associates

(2)
“If you are in the market for insurance, it would definitely benefit you to give him an opportunity to help!”
In Business Since 2006
Free Initial Consultation
815 John St #120, Evansville, IN
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Vineyard Financial

Vineyard Financial

(4)
“Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning.”
In Business Since 2000
20 NW 3rd St Suite 300, Evansville, IN
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McKee Financial Resources

McKee Financial Resources

Useful Links
“McKee Financial is an Indiana-based, comprehensive financial services firm helping individuals, families, and businesses with their wealth management needs. We ensure that our clients receive outstanding service, and prompt and courteous attention. O...”
In Business Since 2005
727 N, Cross Pointe Blvd Suite C, Evansville, IN
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New Horizons Financial Consultants

New Horizons Financial Consultants

(4)
“She was not only able to guide me so professionally throughout my experience BUT she was kind, compassionate and I cannot say enough about the calm she provided me in my storm!”
In Business Since 2015
Accepts All Major Credit Cards
1112 SE 1st St, Evansville, IN
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Breidenbaugh Financial

Breidenbaugh Financial

(1)
“Andrew is an approachable financial advisor who takes the time to know you as a client and makes recommendations based on your individual needs.”
In Business Since 2020
7525 E Virginia St Unit 440, Evansville, IN
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South Central

South Central

“South Central Inc. is a 75 year old family office and holding company established in 1946 on the banks of the Ohio River in Evansville, Indiana. We believe business is an honorable calling that makes a difference in the world. Panel 1”
In Business Since 2015
20 NW 3rd St 14th floor, Evansville, IN
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Liberty Wealth Services

Liberty Wealth Services

(1)
Estatements, Online Banking, Mobile Payments
“Professional, quick service.”
In Business Since 2017
Transparent Fees & Pricing
4401 Theater Dr, Evansville, IN
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Onyx Private Wealth

Onyx Private Wealth

“*Data provided by SHOOK® Research, LLC., as of 4/2022. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered ar...”
In Business Since 2019
Serving Owensboro Area
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S.w.a.n. Virtual Family Office

S.w.a.n. Virtual Family Office

(8)
“He knows his job very well and very experienced, any time you ask him a question he will take an extra step and help you, will guide you through any process and explain all the steps..”
In Business Since 2020
Remote Consultations Available
123 NW 4th St suite 14 suite 14, Evansville, IN
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Oneindiana Financial Group

Oneindiana Financial Group

Life Insurance, Full-Service Financial Planning, Business Planning
“OneIndiana Financial Groupis an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the ...”
In Business Since 2015
4906 Temple Ave, Evansville, IN
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Wealthtrends Advisors

Wealthtrends Advisors

“We believe that our clients benefit from access to more than one approach to capital management. We employ the traditional "asset allocation" approach. In addition, we integrate our proprietary long-term, trend-following discipline to help reduce ris...”
In Business Since 1994
101 Plaza E Blvd #203, Evansville, IN
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Kemper Capital Management

Kemper Capital Management

“Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC.”
In Business Since 2013
7200 Eagle Crest Blvd, Evansville, IN
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Fifth Third Private Bank - Jamie Wicks

Fifth Third Private Bank - Jamie Wicks

20 NW 3rd St, Evansville, IN
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Uvest Advisory Group, Llc

Uvest Advisory Group, Llc

“He not only taught me how to establish savings and retirement investments, but he's given me SO much advice on how to stay focused on my goals and look after myself.”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
318 Main St Suite 101, Evansville, IN
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LNB Investment Services

LNB Investment Services

Business Retirement Planning, Investment Products, Education Planning
“Use this calculator to estimate the cost of your child's education, based on the variables you input.”
In Business Since 2013
Serving Owensboro Area
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Weinzapfel Wealth Advisors

Weinzapfel Wealth Advisors

Investment Management, Financial Planning, Estate Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2013
1301 Mortensen Ln, Evansville, IN
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Retirement Planning and Investment Management Services in Owensboro, KY Cost Estimates

Minimum cost
$1072
Maximum cost
$9105
National Average
$3214
Avg Per Hour Rates
$322
$2143
$5891
Typical price range is based on 311 cost profiles
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Average Cost $3214
Minimum cost $1072
Maximum cost $9105
Avg Per Hour Rates $322

Typical range $2143 to $5891 is based on 311 cost profiles.

Why these companies made our list

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