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Best Financial Advisors in Topeka

2024

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SmartAdvisor by SmartAsset

Topeka, KS
  • Estate Planning
  • Investment Management
  • Financial Planning
  • 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
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Price: Free Consultation

Topeka, KS

Why choose this provider?

Need help contacting a Financial Advisor in Topeka? 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
6540 Southwest 10th Avenue, Topeka, KS 66615
  • Retirement Planning

Why choose this provider?

KDWallStreet Financial Services is a local firm that serves clients in Topeka. It offers personalized investment review and analysis, tax planning, tax advisory, and return preparation services. The firm also handles education, retirement, and estate planning matters. It focuses on maximizing and planning its clients' tax strategy, business growth, and long-range finances. Its founder, Korwin D. Wall, has experience working with a Fortune500 company. For over 20 years, KDWallStreet Financial Services has helped clients with their financial management concerns.

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
6342 Southwest 21st Street, Topeka, KS 66615
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Cordell Wealth Management is a financial advisory business that caters to individuals, families, and businesses in the Topeka metro and the surrounding areas. Its team of advisors offers a wide range of services, including education, estate, income distribution, legacy, and Social Security planning. It also provides employee retirement planning, investment strategies, and portfolio and risk management. Rene Cordell, the founder, is a Certified Financial Planner who has been in the financial services industry since 1979.

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)
Facebook
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
2900 Southwest Macvicar Avenue, Topeka, KS 66611
  • Estate Planning
  • Insurance Products

Why choose this provider?

Harvest Financial Group has been serving Topeka since 1999. It helps clients create a step-by-step financial plan that analyzes cash and debt management, insurance, and investment and then assists them to stay on track through progress reviews. It provides advice on retirement income, college savings, Social Security, tax preparation, and estate planning. Ken Vander Hart, the company president, started as a CPA in 1983. On the side, he is active in the community serving as a board member on the Trash Mountain Project and Topeka Bible Church.

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
716 South Kansas Avenue, Topeka, KS 66603
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Clayton Wealth Partners is a financial advisor that caters to residents in Topeka and its surrounding communities. It is a full-time fiduciary that helps its clients determine their financial and investment goals. It custom builds investment portfolios, monitors their risk characteristics and performance, and makes adjustments based on economic projections and market analysis. It also provides quarterly comparative summaries and has 24-hour online access. Clayton Wealth Partners is a registered independent investment advisory company founded in 1984.

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
5990 Southwest 28th Street, Topeka, KS 66614
  • Certified Financial Planner (CFP)

Why choose this provider?

Afflora Financial Life Planning offers its services in the Topeka metro. It helps individuals and families in preparing and managing their retirement plans. The company handles clients' 401(k), Social Security, and Medicare. Founder and owner Desmond Henry is a Certified Financial Planner who has been in the industry for more than 17 years. He was given the Topeka's Top 20 Business Leaders Award in 2010. In addition, Henry has been featured in the TK Business Magazine.

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 (14)

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
––

Website
3706 Southwest Topeka Boulevard, Topeka, KS 66609
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

T & M Financial Incorporated provides services in the Topeka metro. It deals with financial planning services and assists individuals and families in processing their early retirement and investment plans. The company also helps clients in reducing their discretionary spending, taxes, and insurance costs. In addition, its team of specialists offers insurance plans to protect policyholders' properties against theft, storms, fire, and accidents. They provide financial planning solutions tailored to clients' needs. T & M Financial Incorporated has been in the industry since 1962.

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
Google
4.0 / 5 (7)

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
2820 Southwest Mission Woods Drive, Topeka, KS 66614
  • Insurance Products

Why choose this provider?

Serving Topeka, RetireWise Tax & Wealth Advisors is a team of financial advisors who assists individuals and families in achieving their ideal retirement life. It offers strategies in retirement income, asset protection, tax-efficient, and long-term care. The firm helps with wealth management, annuities, life insurance, and IRA legacy planning. Its president and founder, Jeff Vogel, started as a financial advisor in 1986. The Association of Fundraising Professionals gave him the Outstanding Volunteer Philanthropist award for his work in the Topeka community.

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
3639 Southwest Summerfield Drive, Topeka, KS 66614
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Reinert Wealth Management is a Topeka-based financial management company founded in 1989. The firm offers guidance on various investment solutions, such as common stocks, variable annuities, treasury bills, and brokerage accounts. It also provides financial planning services, including money purchase planning, retirement planning, profit sharing planning, and college planning. Led by Mark Reinert, the company helps individuals establish investing and retirement strategies and address estate conservation issues. Reinert holds Certified Financial Planner and Retirement Income Certified Professional designations.

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
5301 SW 7th St, Topeka, KS 66606
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Established in 1979, On Target Financial serves the Topeka area. It assists people and businesses with comprehensive financial planning that includes advice on investment, retirement income, education plan, insurance protection, and income tax. Its fiduciary services cover traditional and Roth IRAs, 401k rollovers, and estate plans. Its advisors work with accounting, law, and banking professionals to guide clients through career, business, and economic changes. On Target Financial is aligned with the Cambridge Investment Research Advisors.

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

Frequently Asked Questions

  • 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 should an individual in Topeka with short-term financial goals approach their investment strategy?

    If an individual in Topeka has short-term financial goals like raising credit scores or establishing emergency funds, their investment approach should account for their risk tolerance. Considering the funds might be needed shortly, limiting exposure to equities due to their volatility is advisable, despite the potential for higher returns. It's about striking a balance between earning desires and the inherent unpredictability of the market.

  • How can Topeka investors manage their diversified investment portfolio?

    Topeka investors can effectively manage their diversified investment portfolio through regular monitoring. This process helps ensure that their portfolio stays aligned with their risk tolerance and adjusts to changes in their future needs. It's essential to account for prolonged overperformance or underperformance, which might disrupt the planned asset allocation. Viewing all accounts, including employer-sponsored retirement plans, as a comprehensive portfolio helps maintain appropriate diversification without unintended overlap. Regular consultations with a financial advisor can aid this process.

  • How can retirees in Topeka protect their retirement savings from the effects of inflation?

    Retirees in Topeka can proactively safeguard their retirement savings from inflation through careful and strategic planning. While it's impossible to eradicate the effects of inflation completely, retirees can mitigate the decline in their purchasing power over time. Creating a robust portfolio is one way to resist inflation's impact. This strategy is particularly significant in light of potential future inflation increases, especially in healthcare and college expenses.

  • What strategies can retirees in Topeka use to optimize their Social Security benefits and supplement their retirement income?

    Retirees in Topeka can maximize their Social Security benefits and supplement their retirement income by considering multiple strategies. By understanding the options for when to claim benefits, they can influence their overall retirement strategy. One potential approach includes delaying claims to secure higher monthly payments. Exploring other income sources such as pensions, rental properties, or part-time work can further bolster their retirement savings.

  • When should individuals in Topeka consider consulting a financial advisor?

    Individuals in Topeka should consult a financial advisor during significant life transitions that affect their finances. These include getting married or divorced, starting new investments, or making a career change. Financial advisors provide direction and adjust financial strategies based on these changes. Their expertise can guide individuals through investment processes and offer practical advice to achieve their financial goals during uncertain times.

  • 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.