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Showing 1 - 12 of 17 results
MCF ADVISORS, LLC
MCF ADVISORS, LLC
Lexington, Kentucky
25-49 employees
MCF Advisors, LLC (“MCF”) is a SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been awarded "Best Place to Work in Kentucky" 5 years in a row. The Wealth Management division provides investment management and wealth advisory services to individuals, families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. *Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services.
Retirement Benefits Rank
Top Benefits
RAMSEY QUANTITATIVE SYSTEMS, INC
RAMSEY QUANTITATIVE SYSTEMS, INC
Louisville, Kentucky
1-24 employees
Ramsey Quantitative Systems, Inc. (RQSI) is a quantitative investment management firm offering liquid and illiquid alternative investment strategies for a wide variety of institutional portfolios. Our systematic, rules-based investment approach captures alpha by incorporating distinct behavioral and economic effects in our trading models. By doing so, investors become less vulnerable to behavioral biases, improve risk management and add scalability. RQSI has earned numerous accolades including a HFM Global CTA Intelligence Awards in 2017, 2018, 2019. RQSI was on the shortlist for our 5 Year Performance and we're proud to be nominated again for 2021. RQSI has also won multiple Investor's Choice awards and been listed on Barron's Top 100 Hedge Funds. FinTech Solutions RQSI has developed 3 proprietary investment tools - Ravel, Qubit & Socio - exclusively for RQSI investors to provide unparalleled transparency and customization into our investment strategies. RQSI has also developed a set of free fintech tools to help investors and fund managers analyze portfolio performance, uncover market insights, and identify areas for improvement. ©2020 Ramsey Quantitative Systems, Inc.
Retirement Benefits Rank
Market Leading
HEICK HESTER SMITH & ASSOCIATES LLC
HEICK HESTER SMITH & ASSOCIATES LLC
Louisville, Kentucky
25-49 employees
We are an independent insurance broker agency. We provide our customers with the right coverage for the best possible price, along with a level of customer service and ongoing support you won't get from many larger insurance companies. Licensed in CA, FL, GA, IA, IL, IN, KY, MI, MO, NV, NY, TX, UT, VA & WI
Retirement Benefits Rank
Market Leading
MERITRUST WEALTH MANAGEMENT LLC
MERITRUST WEALTH MANAGEMENT LLC
Louisville, Kentucky
1-24 employees
It's not just a job. It's a work environment putting you first. Team Meritrust is making our world a better place for our members and communities, one exceptional service experience at a time. With a mission of improving the lives of members and the communities we serve, Meritrust offers the products, services and tools our members need to achieve their financial goals with confidence. Your comments, feedback and suggestions are welcome. Find out more about engaging with Meritrust on social media: https://news.meritrustcu.org/meritrust-engagement-guidelines/
Retirement Benefits Rank
Market Leading
BALLAST, INC.
BALLAST, INC.
Lexington, Kentucky
1-24 employees
Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy. Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Retirement Benefits Rank
Top Benefits
DPL FINANCIAL PARTNERS, LLC
DPL FINANCIAL PARTNERS, LLC
Louisville, Kentucky
100-499 employees
DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients, and consumers.
Retirement Benefits Rank
Below Market
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CENTERLINE WEALTH ADVISORS
CENTERLINE WEALTH ADVISORS
Louisville, Kentucky
1-24 employees
Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.
Retirement Benefits Rank
Top Benefits
WALLACE HART CAPITAL MANAGEMENT
WALLACE HART CAPITAL MANAGEMENT
Lexington, Kentucky
1-24 employees
In these uncertain times, it’s hard to know how to make your wealth endure. The world has changed and the old ways of wealth management no longer work. It’s time to engage in a new way, a better process. We established our firm from the ground up to help you live your ideal life.
Retirement Benefits Rank
Top Benefits
ALPHA FINANCIAL PARTNERS, LLC
ALPHA FINANCIAL PARTNERS, LLC
Lexington, Kentucky
1-24 employees
αlpha Financial Partners is a comprehensive financial services company based in Lexington, KY. At the core of our existence is being fiduciaries for our clients and we see it as our mission to educate them and ultimately lead to financial freedom. We strive to be our client's personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family, and their employees. Our team of certified professionals have a combined experience of over 50 years in the financial services industry having worked extensively with both individuals and entities. *Alpha Financial Partners, LLC is a registered investment advisor. Alpha Financial Partners provides investment advisory and related services for clients nationally. Alpha Financial Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.alphaky.com.*
Retirement Benefits Rank
Top Benefits
LEGACY CONSULTING GROUP, LLC
LEGACY CONSULTING GROUP, LLC
Lexington, Kentucky
1-24 employees
• Navigated Thomson Reuters Tax software to partially prepare tax returns • Filed and maintained records • Collected payment and recorded receipts for services • Assembled final tax returns and presented information to customers • Completed bank reconciliations and bookkeeping for small businesses
Retirement Benefits Rank
Below Market
WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
Lexington, Kentucky
1-24 employees
We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve. As we advise clients, our central focus is empowering them to be their best financially and live better lives. Wrenne Financial Planning will help clients feel smart, important, informed, secure, & confident.
Retirement Benefits Rank
Market Leading
RUSSELL CAPITAL MANAGEMENT, LLC
RUSSELL CAPITAL MANAGEMENT, LLC
Lexington, Kentucky
1-24 employees
Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their charitable foundations. Simply put: our job is to create and preserve wealth. We focus on portfolio growth tempered with a vigilant oversight of downside risk.
Retirement Benefits Rank
Below Market