Mark Smith
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
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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
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Wheeler Financial Solutions provides debt management, retirement advice, cash flow analysis, business planning, and investment services.
Life Plan Investments
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Wainwright Laventis is a financial advisory firm that offers investment strategies, asset allocation, money management & insurance services.
Christian Care Communities
Crunchbase Website Twitter Facebook Linkedin
Christian Care Communities is a hospital and healthcare.
Moneywise
Crunchbase Website Twitter Facebook Linkedin
Moneywise provides retirement planning, asset management, investment consulting, insurance, financial planning and debt management services.
Peoples Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Peoples Bank & Trust is a financial company that offers retirement, debit cards, loans and consulting services.
Bluegrass Financial Planning
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
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.
Crunchbase Website Twitter Facebook Linkedin
Clauson, Mouser & Co. offers bookkeeping, payroll, QuickBooks, tax, and IRS representation services to businesses and individuals.
Moneywatch Advisors
Crunchbase Website Twitter Facebook Linkedin
Moneywatch Advisors renders financial planning, taxation, retirement planning, debt reduction, insurance, risk & wealth management services.
York Neel & Associates
Crunchbase Website Twitter Facebook Linkedin
York Neel & Associates offers accounting, taxation, employee benefits, computer consulting, financial and retirement planning services.
Meridian Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Meridian Wealth Management offers portfolio management, retirement plan consulting, insurance planning, and fiduciary advisor services.
Financial Services Center
Crunchbase Website Twitter Facebook Linkedin
Financial Services Center provides investment and financial planning services.
Breidenbach Capital Consulting
Crunchbase Website Twitter Facebook Linkedin
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.
Crunchbase Website Twitter Facebook Linkedin
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.
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Marr Miller & Myers is an accounting firm that offers audit, bookkeeping, consulting, IRS, retirement planning and tax preparation services.
Hibbs and Associates
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Zinser Benefit Service provides individual insurance, retirement planning and employee group benefit services.
Buckles Travis & Hart
Crunchbase Website Twitter Facebook Linkedin
Buckles Travis & Hart provides accounting, taxation, employee benefits, business consulting, financial and retirement planning services.
Encompass Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
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.
