The 7 Biggest Financial Consulting Firm in Kentucky

Kentucky, known for its rich history and diverse landscapes, is also home to several esteemed financial consulting firms that provide expert guidance and solutions to businesses and individuals alike. These firms offer a wide range of services such as financial planning, investment advisory, tax consulting, and more. Here are the five largest financial consulting firms in Kentucky:

• Ernst & Young LLP

Ernst & Young LLP is a global leader in professional services, offering audit, tax, consulting, and advisory services. The firm has a significant presence in Kentucky, with offices in Louisville and Covington. Ernst & Young’s team of experienced professionals provides a comprehensive range of financial consulting services to clients in various industries, helping them navigate complex financial challenges and achieve their business goals.

• Deloitte & Touche LLP

Deloitte & Touche LLP is another prominent financial consulting firm with a strong presence in Kentucky. The firm’s Louisville office caters to clients from diverse industries, providing services such as audit and assurance, tax planning, risk management, and financial advisory. Deloitte & Touche’s team of highly skilled professionals brings deep industry knowledge and innovative solutions to help clients make informed financial decisions and drive growth.

• KPMG LLP

KPMG LLP is recognized as one of the “Big Four” accounting firms globally, and its Kentucky office in Louisville serves clients from various sectors. KPMG’s financial consulting services include audit, tax, risk, and consulting, helping clients address complex financial issues, improve operational efficiency, and mitigate risks. The firm’s focus on delivering exceptional client service and leveraging technology sets it apart in the industry.

• PricewaterhouseCoopers LLP (PwC)

PricewaterhouseCoopers LLP (PwC) is another leading financial consulting firm with a presence in Kentucky. The firm’s Louisville office provides a comprehensive suite of services, including audit and assurance, tax consulting, risk advisory, and consulting. PwC’s team of dedicated professionals works closely with clients to understand their unique needs and develop tailored solutions that drive business performance and achieve long-term success.

• BKD LLP

BKD LLP is a regional accounting and consulting firm headquartered in Springfield, Missouri, with a significant presence in Kentucky. The firm’s Louisville office caters to clients across industries, offering a wide range of financial consulting services, including audit and accounting, tax planning, business consulting, and wealth management. BKD’s commitment to providing personalized services and its deep understanding of local markets make it a trusted advisor for businesses and individuals seeking financial guidance.

The 7 Biggest Financial Consulting Firm near Kentucky

Albrite Financial Group

• Address: 4 Hudson Hollow Road, Frankfort, KY 40601, United States
• Map: Click here
• Rating: 4.9 (60)
• Phone: +1 502-227-9306
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: Closed

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Millie Davis✭✭✭✭✭

  a year ago

  Jenny Weeks is very professional and polite and helped me with my problem within minutes. I recommend this company to anyone who is looking to doing their taxes or is needing financial advice or is looking to open up a business for the 1st time.

  Gerald Roe✭✭✭✭✭

  2 years ago

  I have been a client of AFS for over 25 years. I cannot imagine having anyone else handle my tax preparation. Scott Klein and his team of professionals are knowledgeable, professional, and very client oriented. They are people of integrity committed to providing their clients with excellent financial insights and the security of knowing that the work done on their behalf is of the highest quality. I highly recommend AFS and the Scott Kline team for all your financial services needs.

  Carla Davis✭✭✭✭✭

  2 years ago

  The personal attention and professionalism is wonderful, not to mention their knowledge of financial matters. Investing, personal finance, and retirement planning have been my focus and the team at AFS ensures that I completely understand my portfolio, financial reports and statements, which is a big deal considering how little I knew when I first started. To them, no question or problem is too small to be addressed and taken care of and they make every effort to ensure you understand what’s going on with your money. I am very pleased with the products and services that I have used from AFS and would recommend them to anyone needing a solid financial plan that meets their goals.

  Ellyce Hills LLC✭✭✭✭✭

  3 years ago

  Scott Kline is always friendly and professional. Our taxes are way more complicated than we could ever do ourselves but they are always done in a timely fashion by Scott and AFS Group. He is very thorough making sure everything is accounted for. He maintains really good communication and never treats you like you are bothering him if you ask a question. I’m very happy he was recommended to our family a couple years ago and I don’t see us getting our taxes done anywhere else for the foreseeable future.

  Charity Holley✭✭✭✭✭

  4 years ago

  AFS group was so helpful and compassionate during a difficult time for me. As administrator for my brother’s estate I needed guidance and answers to many questions. They were very professional and my experience was very positive! The receptionist and Scott were always patient and understanding when I spoke with them. They guided me through technology glitches and made the task a little less stressful. I appreciate them so much and now understand why my brother continued to go to them even though he had moved from the area!

ABRI | Financial Planner

• Address: 333 E Short St Suite 210, Lexington, KY 40507, United States
• Map: Click here
• Rating: 5 (54)
• Phone: +1 773-217-0029
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Garrett Muhlstadt✭✭✭✭✭

  2 weeks ago

  To be honest when Zack first approached us to offer us financial advice/services, we didn’t feel we had a need for it at the moment and thought we would just hear him out and politely decline. However, we are now 7+ years in and I can’t think of financial planning without Abri! Zack and the team are very approachable and surprisingly responsive(I usually get answers to even the smallest of questions in 1-2 business hrs).

  I really appreciate how well they explain our options to us so we understand and are comfortable with what we are doing with our finances. They have a knack for making complicated financial processes simple enough for average joes to understand so that each client can make educated decisions with their money.

  The thing we were most impressed with was how much time Zack took to get to know us, our family, and our goals for the future so that he could best advise us. I can tell his advice is not “one size fits all” aimed at mostly acquiring wealth (though he certainly helps with that) but instead is tailored specifically towards both our short term and long term goals.

  In conclusion, we have not regretted this decision we made 7 years ago. I feel like we have learned so much and taking advantage of so many opportunities we wouldn’t have even known about had we not had Zack and Abri to advise us. Through all the stressors we’ve had through the pandemic and life changes, the financial peace of mind was a welcome constant. We confidently recommend Abri to all of our friends and relatives, and most certainly recommend it to anyone reading this review

  Patrick Stewart✭✭✭✭✭

  in the last week

  My honest experience with Abri and Logan Johnson has been exceptional. As a younger professional, I was looking for a comprehensive financial plan and service that could set me up for success in the long term. Abri and Logan absolutely delivered this and more. I really appreciated their approach to financial advice that started as conversations about my life goals and what I wanted retirement to look like. These considerations were then incorporated into a personal plan for me that we can continue to adjust as my life and finances change. Throughout the process, Logan was very personable and I feel I could trust him as well as Abri with my finances.

  Another unexpected aspect of the financial planning experience was the educational part. I understood the basics of retirement planning from needing to select benefits from work, but there was a lot of questions and areas I was lacking. Abri not only created the financial plan, but walked through every part so that I understood the concepts and reasoning behind each decision. For this reason, I would highly recommend Abri to really anyone looking for financial advice or planning. Thanks!

  Kara Gazzo✭✭✭✭✭

  a month ago

  It has been so wonderful working with Abri! Nate has brought my husband and I so much clarity when it comes to our finances and future planning. He is always happy to answer all of our questions. We are grateful for his guidance and expertise!

  Paul Dasilva✭✭✭✭✭

  3 months ago

  Joining Abri has been a life changing decision for my wife and I. Nate has brought us so much clarity when it comes to our financial situation. He has been incredibly patient with us as we make decisions that will impact us for years to come, and we are all the more confident in our decisions thanks to their guidance. We recommend everyone jump on board to accomplish all your goals!

  Madeline Hutfless✭✭✭✭✭

  3 months ago

  I found ABRI through a trusted friend after experiencing a death in the family at a young age. The ABRI team has gotten to know me on a personal level from my experiences with money as a child to my dog’s name lol! As someone with little financial education, ABRI spent our first calls going over finance 101 and clearly laying out my options. They also took into consideration the emotional pieces of my transition and my comfort level with money when discussing next steps. I hear horror stories of people feeling pressured to make decisions with their financial advisors and I felt quite the opposite. I always feel armed with the knowledge to make decisions and the trust to receive the best advice! Based on my experience, I’d recommend ABRI to anyone needing help with their financial goals, budgeting, investing, estate planning, and transitional times like wedding planning, college preparation, house buying goals etc.

Wurz Financial Services – Financial Advisors for Attorneys and Law Firm Owners – Covington, KY

• Address: 1032 Madison Ave Suite 10005, Covington, KY 41011, United States
• Map: Click here
• Rating: 5 (25)

Alpha Financial Partners

• Address: 710 E Main St Suite 110, Lexington, KY 40502, United States
• Map: Click here
• Rating: 5 (21)

Wealth Management of Kentucky

• Address: 444 E Main St #101, Lexington, KY 40507, United States
• Map: Click here
• Rating: 4.1 (9)

American Financial Consultants, Inc.

• Address: Madison Square Bldg, 203 Burkesville St, Columbia, KY 42728, United States
• Map: Click here
• Rating: 5 (6)

Journey Advisory Group, LLC

• Address: 50 E Rivercenter Blvd Suite 301, Covington, KY 41011, United States
• Map: Click here
• Rating: 5 (5)

Discover top consulting firms in various states, like those mentioned in Oregon, Oklahoma and Connecticut, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Kentucky, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Kentucky

Kentucky is home to several financial consulting firms that provide a range of services to individuals, businesses, and organizations. These firms offer expertise in areas such as financial planning, investment management, tax planning, and more. Here are three of the top financial consulting firms in Kentucky:

• Mountjoy Chilton Medley (MCM): MCM is a leading financial consulting firm in Kentucky with offices in Louisville, Lexington, and Cincinnati. They offer a wide range of services, including accounting, tax planning, wealth management, and business advisory services. MCM is known for its personalized approach and commitment to providing exceptional service to its clients.
• Bailey Southwell & Co.: Bailey Southwell & Co. is a boutique investment banking firm based in Nashville, Tennessee, with an office in Louisville, Kentucky. They specialize in providing investment banking services to middle-market healthcare and technology companies. Bailey Southwell & Co. has an experienced team of professionals who work closely with their clients to help them achieve their financial goals.
• Dean Dorton Allen Ford, PLLC: Dean Dorton is a full-service accounting and financial consulting firm based in Lexington, Kentucky. They offer a comprehensive range of services, including tax planning and compliance, outsourced accounting, business consulting, and wealth management. Dean Dorton serves clients in a variety of industries and is known for its expertise and commitment to client success.

These financial consulting firms in Kentucky have built solid reputations for providing high-quality services to their clients. Whether you need assistance with tax planning, investment management, or general financial advice, these firms can help you navigate the complexities of the financial world and make informed decisions.

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