#1Graeter Wealth Advisors, LLC
GRAETER WEALTH ADVISORS, LLC
Serves this area from Louisville/Jefferson County metro government (balance), KY (8 mi)
Retirement Plan Advisors in Oldham County, KY
The top-ranked retirement plan advisors serving Oldham County, KY are Graeter Wealth Advisors, LLC, Family Wealth Planning Partners and Dmlo Wealth Planning, LLC. We list 10 retirement plan advisors serving Oldham County, KY. 10 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Oldham County, KY. 10 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Oldham County
#2Family Wealth Planning Partners
FAMILY WEALTH PLANNING PARTNERS LLCServes this area from Louisville/Jefferson County metro government (balance), KY (9 mi)#3Dmlo Wealth Planning, LLC
DMLO WEALTH PLANNING, LLCServes this area from Louisville/Jefferson County metro government (balance), KY (9 mi)#4Guidance Capital, Inc.
GUIDANCE CAPITAL, INC.Serves this area from Louisville/Jefferson County metro government (balance), KY (9 mi)#5Centerline Wealth Advisors, LLC
CENTERLINE WEALTH ADVISORS, LLCServes this area from Lyndon, KY (11 mi)#6Advantage Investment Management
GARTON AND ASSOCIATES FINANCIAL ADVISORS LLCServes this area from Northfield, KY (12 mi)#7Alexander Investment Services Co.
ALEXANDER INVESTMENT SERVICES CO.Serves this area from Middletown, KY (13 mi)#8Kpp Advisory Services LLC
KPP ADVISORY SERVICES LLCServes this area from Hurstbourne, KY (13 mi)#9Magnate Advisory Services, LLC
MAGNATE ADVISORY SERVICES, LLCServes this area from Indian Hills, KY (13 mi)#10Oxinas Partners Wealth Management
OXINAS PARTNERS, LLCServes this area from Jeffersonville, IN (18 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Oldham County?
We list 10 retirement plan advisors serving Oldham County, KY: 0 based there and 10 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Oldham County?
The top-ranked retirement plan advisors serving Oldham County, KY are Graeter Wealth Advisors, LLC, Family Wealth Planning Partners, Dmlo Wealth Planning, LLC, Guidance Capital, Inc. and Centerline Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oldham County are verified against official records?
10 of the top 10 match an active official record: Graeter Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Family Wealth Planning Partners (U.S. Securities and Exchange Commission), Dmlo Wealth Planning, LLC (U.S. Securities and Exchange Commission), Guidance Capital, Inc. (U.S. Securities and Exchange Commission) and Centerline Wealth Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
La Grange, Crestwood, Buckner, Pewee Valley, Orchard Grass Hills, Goshen, River Bluff, Westport