Find a Financial Planner in Douglas County, KS

 

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We did the hard work of finding trustworthy partners in Douglas County, KS.

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We Only Work With The Best Douglas County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Douglas County, KS


  • Financial Advisor Close to Douglas County, KS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Douglas County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Douglas County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Douglas County can include managing client retirement accounts, investments, tax plans, and more.
14.9% of Douglas County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Douglas County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Douglas County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Douglas County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Douglas County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Kansas has unique laws defining which actions trigger a taxable event and has the 11th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Douglas County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Douglas County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Douglas County, KS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Douglas County, KS

We evaluated over 13,000 RIA firms to bring you the best of the best Douglas County financial advisors.
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How Retirement-Friendly is Douglas County, KS?

  • Population: 120,290
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $203,800
  • Average Monthly Housing Cost: $1,032
  • Average Household Income: $80,284
  • Kansas Total Tax Burden: 9.36% (11th Highest in U.S.)
  • Kansas Property Tax: 3.12% (17th Highest in U.S.)
  • Kansas Individual Income Tax: 2.28% (23rd Lowest in U.S.)
  • Kansas Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Douglas County, KS


MATTERN WEALTH MANAGEMENT LLC

Website

(785) 842-7680

1811 Wakarusa Drive
Suite 103
Lawrence, KS 66047

SEC#: 801-116993
Years in Business: 1 years

THE PERSPECTIVE GROUP

Website

(785) 749-1881

900 Massachusetts Street
Suite 602
Lawrence, KS 66044

SEC#: 801-119555
Years in Business: 0 years

MCDANIEL KNUTSON FINANCIAL PARTNERS

Website

(785) 841-4664

3705 Clinton Parkway
Suite 200
Lawrence, KS 66047

SEC#: 801-62611
Years in Business: 17 years

REINHARDT FINANCIAL SERVICES INC

Website

(785) 843-4939

211 E 8th Street, Ste E

Lawrence, KS 66044

SEC#: 801-41865
Years in Business: 28 years

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

Website

(785) 856-2222

645 Massachusetts Street
Suite 300
Lawrence, KS 66044

SEC#: 801-78373
Years in Business: 7 years

RADEMACHER FINANCIAL, INC.

Website

(785) 865-5308

1505 Kasold Drive

Lawrence, KS 66047

SEC#: 801-113139
Years in Business: 3 years