Northern Kentucky · Covington, KY

Financial advisors in Covington

Our Covington office is here in Covington.

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50 E RiverCenter Blvd, Suite 300, Covington, KY 41011 · (859) 392-8600

The MCF Advisors office in Covington, KY — Covington, KY

Our Covington office is on RiverCenter Boulevard, a few minutes' walk from the Roebling Bridge and the Licking River. Covington households tend to be a mix of long-time residents in Wallace Woods and Licking Riverside and newer arrivals drawn to MainStrasse, which makes for a wide range of financial situations on the same few streets.

Local retirement picture

What Covington retires from

The employers and retirement plans we see most often from Covington households. These are the details that decide when you can retire and what you keep.

Fidelity Investments

The Covington campus sits minutes from our office. Retirements here usually involve deferred compensation elections and a concentrated position in company stock.

City and Kenton County government

Public service careers here come with pension elections that are close to irreversible once made, and are worth modeling before the paperwork is signed.

Downtown Cincinnati employers

A short commute across the river means Ohio income and a Kentucky return, which changes the timing of tax moves.

Employer plans are described in general terms. Your own benefits, elections and deadlines govern, and we review them directly rather than assuming.

Planning services for Covington

Questions

Questions from Covington

Where exactly is the Covington office and where do I park?

We are at 50 E RiverCenter Blvd, Suite 300, in the RiverCenter towers just off the riverfront. Garage parking is attached, and we will tell you where to go when we confirm your appointment.

I own a historic home in Covington. Does that factor into planning?

It can. An older property in a district like Licking Riverside or Wallace Woods often carries maintenance costs and insurance considerations that a spreadsheet retirement plan misses, and for some families the house is a meaningful part of the estate. We plan around the property you actually own rather than an abstraction.

Can I meet in Covington if my spouse works in Cincinnati?

Yes, and many couples do exactly that because the office is easy to reach from downtown. If Newport is a better stop on the way home, that office is three miles away and staffed by the same team.

Service area