This article showcases our top picks for the best Kentucky based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Kentucky Retirement Startups
Data sourced from Crunchbase and SemRush.
First Kentucky Trust
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First Kentucky Trust is an independent & privately held trust company that offers a comprehensive range of fiduciary and family services.
Masonic Homes of Kentucky
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Masonic Home is a part of the Nursing Care Facilities.
Treyton Oak Towers
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Treyton Oak Towers offers Independent Living, Personal Care, Skilled Nursing as well as Occupational and Physical Therapy.
Kentucky Trust Company
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Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.
My Office Pro
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My Office Pro specializes in payroll, compliance, retirement, insurance, human resources, scheduling and time management services.
Sound Mind Investing
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Sound Mind Investing is a financial company that offers personal finance and retirement planning services.
First Kentucky Bank
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First Kentucky Bank provides retirement planning, wealth management and financial management services.
The Gleason Group
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The Gleason Group offers financial life planning, investment planning, insurance and retirement consulting services.
J. Hagan Capital
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J. Hagan Capital provides financial and retirement services.
Magnate Wealth Management
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Magnate Wealth Management offers financial planning, retirement strategies, and investment advisory services for individuals and businesses.
Patterson & Company
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Patterson & Company renders accounting, bookkeeping, audits, payroll, retirement plan analysis, taxation and advisory services
Wheeler Financial Solutions
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Wheeler Financial Solutions provides debt management, retirement advice, cash flow analysis, business planning, and investment services.
Life Plan Investments
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Life Plan Investments offer a wide range of financial products and services to individuals and business owners.
Warren Wealth Management & Tax Planning
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Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.
Pillar Financial Advisors
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Pillar Financial Advisors offers financial planning, taxation, retirement planning, personal CFO and investment management services.
Mann Capital Management
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Mann Capital Management renders a complete range of investment management, insurance, financial planning, and retirement advisory solutions.
Randy Railey
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Randy Railey provides investment management, insurance, taxation, retirement planning, payroll, bookkeeping, and employee benefits services.
Reliant Wealth Planning
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Reliant Wealth Planning specializes in retirement, estate, legacy planning, general cash flow, investment, and risk management services.
Wainwright Laventis
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Wainwright Laventis is a financial advisory firm that offers investment strategies, asset allocation, money management & insurance services.
Christian Care Communities
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Christian Care Communities is a hospital and healthcare.
Moneywise
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Moneywise provides retirement planning, asset management, investment consulting, insurance, financial planning and debt management services.
Peoples Bank & Trust
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Peoples Bank & Trust is a financial company that offers retirement, debit cards, loans and consulting services.
Bluegrass Financial Planning
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Bluegrass Financial Planning is a financial and investment advisory firm.
Laurel Senior Living Communities
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Laurel Senior Living Communities is a retirement and assisted living facility company.
AppaFinancial
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AppaFinancial provides tax planning, retirement planning, financial planning, insurance planning, and investment management services.
Mayfair Village
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Mayfair Village is a senior living retirement community in Lexington.
R Lee Shannon PSC
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R Lee Shannon PSC provides services in taxation, bookkeeping, quickbooks, retirement, and planning.
Financial Freedom Partner
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Financial Freedom Partner provides investment management, retirement and estate planning, risk management, and insurance services.
Switzer McGaughey & King
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Switzer McGaughey & King renders litigation support, accounting, taxation, retirement planning and business valuation consulting services.
Sayre Christian Village
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Sayre Christian Village is a nonprofit community that provides retirement, nursing and assisted living services.
Nancy Barron & Associates
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Nancy Barron & Associates specializes in wealth transfer, retirement rollovers, estate planning, financial management & consulting services.
Jane Smith & Associates
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Jane Smith & Associates offers financial & investment advice, retirement & estate planning, life insurance and income tax strategies.
Investments & Financial Planning
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Investments & Financial Planning provides insurance, education, tax, estate, financial, investment and retirement planning services.
Clauson, Mouser & Co.
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Clauson, Mouser & Co. offers bookkeeping, payroll, QuickBooks, tax, and IRS representation services to businesses and individuals.
Moneywatch Advisors
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Moneywatch Advisors renders financial planning, taxation, retirement planning, debt reduction, insurance, risk & wealth management services.
York Neel & Associates
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York Neel & Associates offers accounting, taxation, employee benefits, computer consulting, financial and retirement planning services.
Meridian Wealth Management
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Meridian Wealth Management offers portfolio management, retirement plan consulting, insurance planning, and fiduciary advisor services.
Financial Services Center
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Financial Services Center provides investment and financial planning services.
Breidenbach Capital Consulting
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Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.
Joe W. Taylor, CPAs
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Joe W. Taylor, CPAs provides accounting, bookkeeping, payroll, retirement planning, taxation, quickbooks, and cash flow management services.
Gerry Barone Co.
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Gerry Barone Co. is an accounting firm that offers estate planning, investment strategy, insurance, retirement and taxation services.
Davis Financial Services
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Davis Financial Services provides financial planning, retirement planning, taxation, life insurance, and investment management services.
Owen LaRue Financial Group
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Owen LaRue Financial Group offers products and services such as trust planning, debt management, life insurance, bonds, and trust accounts.
Spectrum Financial Alliance, Ltd., L.L.C.
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SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.
Bahe Farnsley Advisors
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Bahe Farnsley Advisors provides financial planning services that include tax planning, budgeting, risk management and investment advice.
FFR Wealth Team
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FFR Wealth Team renders tax planning, estate planning, financial planning, retirement planning, and investment management advisory services.
Marr Miller & Myers
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Marr Miller & Myers is an accounting firm that offers audit, bookkeeping, consulting, IRS, retirement planning and tax preparation services.
Hibbs and Associates
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Hibbs and Associates is an accounting and tax firm.
First National Bank of Russell Springs
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First National Bank of Russell Springs offers loans, e-banking, wire transfer, retirement accounts, payment processing, and notary services.
Wealth Care Group
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Wealth Care Group provides life insurance, fixed annuities, retirement strategy, legacy planning, and tax minimization services.
Wallace Hart
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Wallace Hart provides investment management, estate planning, cash flow analysis, risk management, taxation & retirement planning services.
Wurz Financial Services
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Wurz Financial Services provides financial services.
Zinser Benefit Service
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Zinser Benefit Service provides individual insurance, retirement planning and employee group benefit services.
Buckles Travis & Hart
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Buckles Travis & Hart provides accounting, taxation, employee benefits, business consulting, financial and retirement planning services.
Encompass Financial Advisors
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Encompass Financial Advisors renders financial planning, investment management, insurance, asset management & retirement planning services.
Henderman, Jessee & Company
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Henderman, Jessee & Company offers employee benefits plans, accounting, audits, payroll, retirement planning & business consulting services.
Moneyline Wealth Management
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Moneyline Wealth Management offers financial and wealth management services.
Koundakjian & Company
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Koundakjian & Company renders bookkeeping, retirement planning, IRS representation, payroll, tax planning, and tax preparation services.
Fox & Company Wealth Management
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Fox & Company Wealth Management is a consulting firm that offers taxation, financial, and retirement planning advisory services.
Brownsboro Park
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Brownsboro Park provides assisted living, challenging activities, apartments, dining, and other related amenities for the retired community.
Sortino Advisory Partners
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Sortino Advisory Partners is a financial institution that offers retirement planning, wealth management, and investment strategies services.
Newsome & Company
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Newsome & Company is an accounting firm.
Scarbrough CPA
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Scarbrough CPA offers accounting, payroll, bookkeeping, financial statements, budgeting, retirement planning, and tax management services.
Legacy Advisory Services
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Legacy Advisory Services is a financial service company.
Wealth MD
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Wealth MD provides investment planning and retirement management advice for individuals along with wealth support.
Grover Greweling & Co.
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Grover Greweling & Co. offers federal estate tax returns, accounting, payroll, tax strategies, reviews, compilation and audit services.
Alford, Nance, Jones & Oakley
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Alford, Nance, Jones & Oakley render accounting, bookkeeping, retirement planning, quickbooks, payroll, audits, and taxation services.
Fern Terrace
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Fern Terrace specializes in diabetic care, assisted living, retirement, housing, recreation, wellness, and health care services.
Marcus W. Bosley & Associates
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Marcus W. Bosley & Associates offers financial planning, retirement planning, taxation, investment management, and life insurance services.
Hunter-Jackson Financial
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Hunter-Jackson Financial provides financial services.
Morris & Bressler
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Morris & Bressler offers bookkeeping, retirement, payroll, tax planning, auditing, estate and financial planning services.
Griffith, DeLaney, Hillman & Company
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Griffith, DeLaney, Hillman & Company offers comprehensive accounting and tax preparation services to individuals and organizations.
YourWealth Advisory
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YourWealth Advisory renders risk management, investments, savings guidance, retirement planning, and capital preservation services.
Wilkerson Financial
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Wilkerson Financial helps invididuals and business with investment management, retirement planning, and tax minimization strategies.