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Responsive, Responsible, Reputable Wealth Management and Financial Planning*

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles* and strategies*
  • Retirement investing* and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

At Braden Financial Services, we focus on providing comprehensive financial services including investments*, insurance, retirement planning, and estate planning. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about preparing you to pursue your dreams.

As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your goals.

*These services are offered by Alan Braden through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM

As the Founder of Braden Financial Services, Alan brings over 40 years of client service to the firm. Alan owned and operated a CPA practice in Owensboro for over 40 years, and obtained his securities licenses in 2002...

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Ann Corley

Client Relations Specialist



Ann is our Client Relations Specialist. She recently moved back to Owensboro with her husband, Allen, after living in Lexington for 27 years. After raising their 4 children, Ann returned to the work force and has worked as an office...

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