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Best Financial Advisors in Topeka

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Afflora Financial Life Planning logo

Afflora Financial Life Planning

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

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.

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Clayton Wealth Partners logo

Clayton Wealth Partners

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

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.

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Cordell Wealth Management logo

Cordell Wealth Management

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

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.

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Harvest Financial Group logo

Harvest Financial Group

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

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.

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KDWallStreet Financial Services logo

KDWallStreet Financial Services

6540 Southwest 10th Avenue, Topeka, KS 66615
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  • Retirement Planning

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.

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On Target Financial logo

On Target Financial

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

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.

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Reinert Wealth Management logo

Reinert Wealth Management

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

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.

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RetireWise Tax and Wealth Advisors logo

RetireWise Tax and Wealth Advisors

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

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.

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T & M Financial Incorporated logo

T & M Financial Incorporated

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

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.

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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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