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Best Financial Advisors in Lawrence

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Lawrence, KSLawrence, KS

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Lawrence, KSLawrence, KS

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4700 Belleview Ave #410, Kansas City, Mo 64112
Kansas City, Mo 64112
  • Finance Planning
  • Financial Planning

BMG Advisors is a team of financial professionals committed to serving families and businesses in Lawrence. They help clients by providing sound financial advice in building wealth, wise budgeting, asset protection, charitable giving, retirement planning, and estate planning. They also provide investment management services on behalf of their clients. Jennifer Malone, a partner at the firm, is a Certified Financial Planner and a Chartered Mutual Fund Counselor that has been in the industry for more than 14 years.

4700 Belleview Ave #410, Kansas City, Mo 64112
Kansas City, Mo 64112

Website(816) 792-5072

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

611 W. 9th Street, Lawrence, KS 66044
Lawrence, KS 66044
  • Finance Planning

Bowersock Capital Partners provides financial advising services to clients in Lawrence and the surrounding communities. The company focuses on preparing individuals to create plans for their future and current financial needs by offering cash flow analysis, retirement planning, and risk management services. Its founding partner, Emily Bowersock Hill, brings over 20 years of experience in the industry. Before founding the company, Hill has served as a family wealth director, senior portfolio manager, and executive director at Stanley Morgan.

611 W. 9th Street, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 592-3150

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3320 Mesa Way Suite C, Lawrence, KS 66049
Lawrence, KS 66049
  • Tax Preparation
  • Financial Planning

Brush Creek Partners offers fiduciary services to help manage one's finances. Located in Lawrence, the company helps individuals handle their cash flow, guiding them in creating road maps for retirement, investment, estate, and tax. Its advisors deliver employer- and employee-based assistance on matters like investment policy statements, employee education programs, and insurance coverages. Team member Edward Zeller is a Certified Financial Planner and Chartered Financial Consultant. He serves the community through his Optimist and Civitan Civic Clubs membership.

3320 Mesa Way Suite C, Lawrence, KS 66049
Lawrence, KS 66049

Website(785) 856-1766

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

832 Pennsylvania St., Suite 1005, Lawrence, KS 66044
Lawrence, KS 66044
  • Certified Financial Planner (CFP)

Founded in 1984, Clayton Wealth Partners is a financial planning and investment management firm that offers its services to the locals of Lawrence. As full-time fiduciaries, its team helps its clients build an investment portfolio in their best interest. For individuals, the firm helps them and their families manage their wealth throughout various stages of life via financial goal and estate planning, tax review and planning, and asset management. Debra Clayton, the president and one of the co-founders, is a Certified Financial Planner.

832 Pennsylvania St., Suite 1005, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 371-4832

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

PO Box 3727, Lawrence, KS 66046
Lawrence, KS 66046
  • Certified Financial Planner (CFP)
  • Financial Planning

With a mission to assist clients in developing a financial strategy for their future, Lawrence-based Clockwork Financial offers a range of services to individuals, business owners, and professionals in the area. These include financial planning, social security strategy analysis, wealth building, and estate planning. Principal Levi G. Clock launched the company in 1999. Since then, he has given more than a hundred educational seminars for professionals, entrepreneurs, physicians, pre-retirees, and retirees across the country.

PO Box 3727, Lawrence, KS 66046
Lawrence, KS 66046

Website(866) 725-6259

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645 Massachusetts Street, Suite 300, Lawrence, KS 66044
Lawrence, KS 66044
  • Estate Planning

Edmonds Duncan is a full-service wealth management company operating in Lawrence. It establishes client relationships by developing financial plans for short-term goals or lifetime retirement income. Its team of professionals tracks the progress of the implemented investment strategy and the objects along with it. The firm also assists in risk management and retirement planning and income management. Its founding partner, Jason Edmonds, has been in the financial services industry since 1995. Edmonds is the chairman of the Lawrence Chamber of Commerce.

645 Massachusetts Street, Suite 300, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 856-2222

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1900 Shawnee Mission Pkwy Suite 310, Mission Woods, KS 66205
Mission Woods, KS 66205
Instagram
  • Certified Financial Planner (CFP)

Falcon Wealth Advisors is a full-service financial advisory company that serves clients in Lawrence. The firm offers a wide range of financial planning and wealth management services, including financial goals analysis, retirement and estate planning, Social Security management, tax planning, and insurance strategy. Its financial advisors also handle asset management, bond trading, direct investing, legacy stocks, and equity compensation reviews. Jake Falcon, the firm's founder, was named one of the Best-In-State Wealth Advisors for Kansas by Forbes in 2021.

1900 Shawnee Mission Pkwy Suite 310, Mission Woods, KS 66205
Mission Woods, KS 66205

InstagramWebsite(913) 326-1900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lawrence, KSLawrence, KSInstagram
  • Certified Financial Planner (CFP)

With over nine years of industry experience, Kaylin Dillon helps the residents of Lawrence plan for their financial future. She empowers couples and blended families through comprehensive financial planning. Dillon’s plan comprises quarterly check-ins and annual reviews about the progress of a client’s long-term plan. She also assists clients in building their wealth and minimizing taxes through investment management. Clients can also check their financial progress using the online portal. Dillon is a Certified Financial Planner.

Lawrence, KSLawrence, KS

InstagramWebsite(785) 838-5500

Show Number
1008 New Hampshire, Suite 300, Lawrence, KS 66044
Lawrence, KS 66044
  • Estate Planning

Keating & Associates provides financial planning services to Lawrence and the neighboring areas. It assists individuals in managing their wealth to help them reach their future financial needs and goals. It offers to establish retirement, insurance, charitable giving, social security, education, and estate plans. Keating & Associates also serves business owners needing employee benefits planning solutions. The company's founder, Pat Keating, is a licensed insurance agent who brings over 45 years of experience in the industry.

1008 New Hampshire, Suite 300, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 841-0154

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6201 College Boulevard, Suite 325, Overland Park, KS 66211
Overland Park, KS 66211
  • Retirement Planning

Keen Wealth Advisors is a financial planning firm serving Lawrence. It offers personalized services focusing on estate, income, retirement, and tax planning. Other services include charitable giving and investment management. It assesses its clients’ financial situation to gather a solid understanding and assists them in developing plans designed to help them achieve their retirement and other long-term goals, such as meeting their children’s education expenses, maximizing their wealth through investments, or reducing debts. The company supports various local organizations, including the National Alliance on Mental Illness.

6201 College Boulevard, Suite 325, Overland Park, KS 66211
Overland Park, KS 66211

Website(913) 624-1841

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3705 Clinton Parkway, Lawrence, KS 66047
Lawrence, KS 66047
  • Certified Financial Planner (CFP)

Established in 1982, McDaniel Knutson Financial Partners is an advisory firm serving Lawrence. Its services focus on insurance, investment, and retirement planning. It advises clients on how to best utilize their assets. It assists in developing plans to help them achieve their financial goals, maximize their wealth, or transition to a successful retirement. Its founding partner, Jude McDaniel, has been an investment advisor representative since 1987 and is a member of various associations, including the Million Dollar Round Table.

3705 Clinton Parkway, Lawrence, KS 66047
Lawrence, KS 66047

Website(785) 841-4664

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: B+

Detail: B+

1505 Kasold Dr, Lawrence, KS 66047
Lawrence, KS 66047
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Rademacher Financial, Inc., is an advisory firm serving Lawrence residents. It provides an array of services focusing on helping clients maximize and preserve their wealth. It assists in developing plans tailored to their needs, such as education, estate, financial, and retirement. The company's other services include portfolio and risk management. Co-founder and president Phillip Rademacher is a member of the Certified Financial Planning Board of Standards. He has almost three decades of industry experience.

1505 Kasold Dr, Lawrence, KS 66047
Lawrence, KS 66047

Website(785) 865-5308

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4910 Corporate Centre Drive, Suite 104, Lawrence, KS 66047
Lawrence, KS 66047

Rodney Miller, CPA, PFS, offers financial services to clients in Lawrence. He is Stifel's senior vice president for investments and helps individuals plan for retirement with a stable income that can sustain their needs after leaving the workforce. This plan includes setting up an investment portfolio that fits a client's goals and risk tolerance. Miller also advises on investments and charitable foundations to corporations and business owners. He has more than 30 years of financial industry experience.

4910 Corporate Centre Drive, Suite 104, Lawrence, KS 66047
Lawrence, KS 66047

Website(785) 331-1145

Show Number
10975 Benson Dr, Ste 350, Overland Park, KS 66210
Overland Park, KS 66210
  • Financial Planning
  • Wealth Management

Synergy Wealth Solutions is an advisory firm that serves Lawrence. It provides a range of personalized services, including financial planning and brokerage solutions. It handles products like annuities, mutual funds, and college savings plans, as well as disability income and long-term care insurance. It also assists clients in developing plans that help them achieve their financial goals and reviews them regularly when their life situations necessitate changes. Synergy Wealth Solutions' other services include estate, wealth management, and succession planning for businesses.

10975 Benson Dr, Ste 350, Overland Park, KS 66210
Overland Park, KS 66210

Website(913) 234-0300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

900 Massachusetts Street Suite 602, Lawrence, KS 66044
Lawrence, KS 66044
  • Finance Planning

The Perspective Group LLC caters to clients in Lawrence who need financial advisory services. The company focuses on helping individuals grow their finances by managing their current and future income and expenses. It also creates strategies to guide clients in minimizing and preparing for their taxes. The Perspective Group LLC is available to serve clients who wish to create legacy videos and estate planning documents to plan the future transfer of their estates to their beneficiaries.

900 Massachusetts Street Suite 602, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 749-1881

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

333 West 9th Street Suite A, Lawrence, KS 66044
Lawrence, KS 66044
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

The Trust Company is a business that delivers financial solutions to the residents of Lawrence and the surrounding areas. Its team of professionals offers a wide array of options, including financial planning, investment management, retirement planning, and trust and estate services. The Trust Company was established in 1992. Its president and CEO, Mark Knackendoffel, has almost four decades’ worth of experience in the financial industry. Katie Seay, the firm’s vice president and trust officer, is a Certified Financial Planner and Certified Trust and Financial Advisor.

333 West 9th Street Suite A, Lawrence, KS 66044
Lawrence, KS 66044

Website(785) 371-9555

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6800 College Boulevard Suite 630, Overland Park, KS 66211
Overland Park, KS 66211
  • Estate Planning
  • Financial Planning

V Wealth assists clients in Lawrence in managing their current balance sheets to help them build their dream financial future. It guides individuals on investing their money in bonds, IRAs, stocks, government securities, annuities, and treasury bills. Its advisors partner with them in creating retirement, tax, 401k or 403b, college, estate, and profit-sharing plans. In addition, they offer protection through disability income, life, and long-term care insurance. Co-founder Tom Blumer performs the roles of a financial advisor and branch manager in the firm.

6800 College Boulevard Suite 630, Overland Park, KS 66211
Overland Park, KS 66211

Website(913) 827-4600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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