Financial Advisors in Florence, KY

Helping you elevate your financial potential

Request an Appointment

7310 Turfway Road

Suite 550

Florence, KY 41042

Driving Directions

THE Florence, ky TEAM

  • Tom Nemec

    Director, Financial Planning

    Cincinnati, Florence

    Tom Nemec

  • Shawn Keller

    Director, Financial Planning

    Cincinnati, Florence

    Shawn Keller

  • Maria Santiago

    Director, Financial Planning

    Cincinnati, Florence, Tampa-East, Tampa-Westshore

    Maria Santiago

  • Chris Sparks

    Director, Financial Planning

    Cincinnati, Columbus, Florence

    Chris Sparks

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Florence, KY

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Florence – open by appointment only – is here for you, serving the Greater Cincinnati/Northern Kentucky area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts