Expertise.com

2024

Last updated:

Best Financial Advisors in Lawrence

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

40Reviewed

31Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Lawrence, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Lawrence, KS

Why choose this provider?

Need help contacting a Financial Advisor in Lawrence? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7500 College Blvd. Suite 1000, Overland Park, KS 66210
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.9
Facebook
4.9 / 5 (7)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Lawrence, KS
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do Lawrence residents need to work with a financial advisor?

    There is no fixed income threshold required for Lawrence residents to engage with a financial advisor. However, certain services may have a minimum investment requirement. While some financial advisors may only handle clients' finances if they have $100,000 or more to invest, this is not the case with financial coaches or robo-advisors. It is often mistakenly believed that only the wealthy can benefit from working with a financial advisor. In truth, their expertise can be advantageous for individuals of all income levels.

  • What does the term “fee-only” in financial planning mean for Lawrence residents?

    The term "fee-only" in financial planning refers to a compensation structure where Lawrence financial advisors receive all of their compensation from fees paid by their clients for the services they provide. Unlike commission-based advisors, who may earn commissions from selling financial products or services, fee-only advisors do not receive any additional compensation through commissions or incentives from third parties, avoiding conflicts of interest.

  • Are financial advisor fees tax deductible in Lawrence?

    No. Starting in 2018 through 2025, the Tax Cuts and Jobs Act of 2017 removed the option to deduct certain miscellaneous itemized expenses, including financial advisor fees, from federal income tax returns. As a result, Lawrence residents were unable to claim these deductions on their federal income tax returns during that time period. Nevertheless, it is crucial to remain informed about any potential changes in tax laws, as they can be subject to updates and revisions.

  • How secure are Lawrence residents’ account information in the hands of financial advisors?

    The employees and contractors of several financial advisors in Lawrence use secure file-sharing software to share sensitive information rather than relying on email encryption alone. They utilize both app- and web-based software applications and implement multi-factor authentication systems to safeguard their clients' account details. One such example of such a system is Symantec VIP Two-Factor Authentication.

  • How can Lawrence residents find a financial advisor or planner?

    Lawrence residents have the option to explore financial advisors through the member listings of professional organizations. These listings provide convenient location-based searches, allowing clients to effortlessly find financial planners operating within the city. One such organization is Let's Make a Plan, overseen by the CFP Board. Additionally, residents can discover local members affiliated with the National Association of Personal Financial Advisors.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.