Best Financial Advisors in Owensboro

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.4/5.0
Average Rating

Owensboro Financial Landscape

With a population of 58,416, Owensboro serves as a regional hub for commerce and industry in western Kentucky. The city boasts a diverse economy with strengths in manufacturing, healthcare, and agriculture.

Major industries
Manufacturing, Healthcare, Agriculture
Population
58.4K (metro: 584.2K)
Median household income
$50,000
Unique needs
Owensboro requires tailored financial strategies to address its unique economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Owensboro's economy has shown steady growth, particularly in manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Owensboro is approximately $50,000, reflecting the city's economic diversity.
Advisor Specializations
Based on BLS (2023), financial advisors in Owensboro are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Owensboro's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Owensboro is experiencing moderate growth, with a focus on affordable housing options.
Business Environment
According to Fortune (2024), Owensboro's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Owensboro

Edward Jones - Financial Advisor: David W Renshaw, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brooke Obermann, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ed Krahwinkel, CFP®
★ ★ ★ ★ ★ 5
Marcus W. Bosley & Associates
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Katie Kolonich, ABFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Owensboro, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Owensboro-Specific Expertise
For Owensboro residents working in Manufacturing, Healthcare, Agriculture, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Owensboro's economy, reliant on manufacturing, faces risks from market fluctuations. Real estate may see volatility; diversify investments and prepare for flooding risks.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Kentucky locations

Louisville/Jefferson County Lexington-Fayette Bowling Green Owensboro Covington