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2024

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Best Financial Advisors in Bowling Green, KY

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Bowling Green Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

19Reviewed

13Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1529 Hunt Club Blvd, Suite 100, Gallatin, TN 37066
WebsiteLicense: 155216

Expertise.com Rating

Why choose this provider?

Apex Financial Planning serves families and small businesses in Bowling Green. It offers a wide range of wealth planning and investment management solutions that meet the individual needs of each client. These solutions include retirement plans, mutual funds, annuities, and individual stocks and bonds. Darrell Woodcock Jr., the founder of the firm, has 13 years of experience in wealth planning. He spent the first 10 years of his career working at a national investment and financial planning firm.

  • Certified Financial Planner (CFP)

1733 Campus Plaza Court, Suite 11A, Bowling Green, KY 42101
WebsiteLicense: 5210782

Expertise.com Rating

Why choose this provider?

Goodman Wealth Management serves individuals and families throughout Bowling Green and the nearby areas. By staying in constant communication throughout various market conditions and regularly making adjustments to plans and portfolios in response to changes in clients' situations and needs, its advisors provide full-service financial solutions to help clients get closer to their goals. Services include portfolio management through LPL Financial, estate planning, college funding, long-term health care planning, and insurance review and planning.

  • Estate Planning
  • Certified Financial Planner (CFP)

105 Robins Way Suite 205, Russellville, KY 42276
WebsiteLicense: 5073318

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Why choose this provider?

Levine Group helps Bowling Green residents and businesses organize their financial resources. Its advisors work with clients to address specific concerns such as obtaining a consistent stream of income, obtaining appropriate healthcare plans, and staying on top of the stock market trend. They also help people plan for retirement, maximize social security benefits, and set up insurance plans. Levine Group has been in business for over 50 years. Michael J. Levine, the firm's owner and managing partner, is a CLU, AIF, and ChFC.

  • Certified Financial Planner (CFP)

1131 Fairview Avenue Suite 203, Bowling Green, KY 42103
WebsiteLicense: 129435

Expertise.com Rating

Why choose this provider?

Landmark Financial Advisors, LLC, offers wealth management counsel to the residents of Bowling Green. The firm develops plans for amassing wealth in preparation for retirement. It considers one's current cash flow and expenses and recommends investments based on risk tolerance. The office handles monitoring and follow-up tasks. Managing partner Brent Mason has been in the financial services sector for over 25 years. He was with the US Bank’s Personal Trust Division, where he served as managing director.

  • Certified Financial Planner (CFP)

301 S Broadway Street, Glasgow, KY 42141
WebsiteLicense: 175433

Expertise.com Rating

Why choose this provider?

Lockshield Partners gives financial advice to the residents of Bowling Green. The firm plans the investment strategies of clients, creating adaptable schemes responsive to downturns and upswings in the market. The team works on retirement plans and formulates measures to facilitate the transfer of funds from testators to heirs. It provides tax planning solutions for reducing revenue dues. Lockshield partners has been in operation for more than 25 years. It applies Christ-centered principles in its dealings.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Apex Financial Planning
1529 Hunt Club Blvd, Suite 100, Gallatin, TN 37066
Goodman Wealth Management
1733 Campus Plaza Court, Suite 11A, Bowling Green, KY 42101
Levine Group
105 Robins Way Suite 205, Russellville, KY 42276
Landmark Financial Advisors, LLC
1131 Fairview Avenue Suite 203, Bowling Green, KY 42103
Lockshield Partners
301 S Broadway Street, Glasgow, KY 42141

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much of your assets should you invest in a company in Bowling Green?

    Some financial advisors and planners in Bowling Green would tell you to invest 5% or less of your portfolio in one company. Investors are generally advised to avoid concentrating too much of their assets on a single investment because it is risky. However, this should be treated on a case-to-case basis. Drastically reducing stocks may also have disadvantages, such as increased tax bills. A financial advisor can come up with a plan to deconcentrate stocks or manage risk.

  • How can you fund your child’s college education in Bowling Green?

    Consider taking out a 529 plan. This investment is specifically designed to fund higher education and grows your money at a rate of 3-5%. Moreover, 529 plans are tax-free. Bowling Green is a college town housing Western Kentucky University. Financial advisors in the area can assist you in finding a plan for the security of your child’s education.

  • What can Bowling Green college students do to better manage their finances?

    A college student in Bowling Green should think about ways to budget their allowance in order to make wise purchases and avoid overspending. They can open a savings account and try to set aside extra money toward educational expenses. Students can also find out if their college or university offers free financial counseling. They might be able to learn practical tips to manage their money, as well as get equipped on topics like credit and retirement before entering the workforce.

  • What can a certified divorce financial analyst (CDFA) in Bowling Green do for you?

    A CDFA can project what will happen to your properties in Bowling Green post-division, both in the short and long term. They can address your concerns about a divorce’s implications on your life, such as adjusting insurance and retirement plans, gauging investment returns, and weighing options should you lose the matrimonial home. Additionally, a CDFA can contribute valuable financial data to your divorce case, serving as an expert witness or helping resolve tax problems.

  • Should you try the shoebox strategy to boost your HSA returns in Bowling Green?

    Yes, but remember you need discipline in personal accounting and cash management. The shoebox strategy involves paying your Bowling Green medical expenses out-of-pocket and leaving your HSA account alone while its investments grow. You must keep the receipts in a safe place—like a shoebox—then make a single tax-free withdrawal, ideally during your retirement. If you do not have the funds to simultaneously cover your expenses and contribute to your HSA plan, this strategy might not work for you.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.