Laurels

Best Financial Advisors in Lawrence
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lawrence Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 38 29 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Clockwork Financial

  • Financial Planning
  • Certified Financial Planner (CFP)

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

Website

Kaylin Dillon

  • 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, KS

Website Instagram

Rodney Miller, CPA, PFS

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

Website