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Florence, KY

7310 Turfway Road
Suite 550
Florence, KY
Hours: 8am - 5pm, M-F

About Our Florence Location

We’re local – just like you. That’s why we opened an office in Florence. Because you shouldn’t have to drive across the Tri-State Area to get straightforward financial advice.

The Tri-State Area is also where you can listen to Simply Money, our daily, financial topic radio show. For more than 20 years, we’ve provided direct, no-nonsense commentary and advice on the issues that matter to you. Join hosts Nathan Bachrach and Amy Wagner every evening on 55KRC. We also write a weekly Q&A column for The Cincinnati Enquirer (and on Cincinnati.com) every Sunday.

Located conveniently just off I-75/71 at the Turfway exit, our team in the Florence office works with you to offer guidance on:

  • Retirement and Financial Planning
  • Investment Management


Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1

Barron's Top 50 Independent Advisors in America (2019)4

Financial Times Top 300 Registered Investment Advisors (2019)

Insights from Allworth Financial

The Milestones of May

From the very beginning, we’ve always wanted to simply help people. And 25 years later – thanks to the radio airwaves – we’re still able to do just that. Now, we find ourselves celebrating some big milestones.

Benchmarking Your 401(k) Funds

When was the last time you compared your plan to similar plans and reviewed participation, fees, and service providers? Let’s review 401(k) benchmarking and best practices!

Other Nearby Office Locations

3805 Edwards Road
Suite 550
Cincinnati, OH 45209
7890 E. Kemper Road
Suite 200
Cincinnati , OH 45249
4320 44th Street SW
Suite 102
Grandville, MI 49418