Lawrence, KS Financial Advisors and Resources



Financial Advisor Firms in Lawrence, KS


MATTERN WEALTH MANAGEMENT LLC

Website

(785) 842-7680

1811 Wakarusa Drive
Suite 103
Lawrence, KS 66047

SEC#: 801-116993
Years in Business: 2 years

THE PERSPECTIVE GROUP

Website

(785) 749-1881

900 Massachusetts Street
Suite 602
Lawrence, KS 66044

SEC#: 801-119555
Years in Business: 1 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: 29 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: 8 years

RADEMACHER FINANCIAL, INC.

Website

(785) 865-5308

1505 Kasold Drive

Lawrence, KS 66047

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

WEALTHCARE ADVISORY PARTNERS LLC

Website

(785) 272-4484

3320 Clinton Parkway Court
Suite 120
Lawrence, KS 66047

SEC#: 801-80067
Years in Business: 7 years

INTELLICENTS INVESTMENT SOLUTIONS INC

Website

(913) 214-3690

211 East 8th Street
Suite C
Lawrence, KS 66044

SEC#: 801-51382
Years in Business: 25 years

SANCTUARY ADVISORS, LLC

Website

(785) 592-3150

611 9th Street

Lawrence, KS 66044

SEC#: 801-99364
Years in Business: 6 years


How Retirement-Friendly is Lawrence, KS?

  • Population: 96,369
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $199,300
  • Average Monthly Housing Cost: $1,012
  • Average Household Income: $75,656
  • 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.)


Lawrence, KS Financial Advisor FAQs

Find a certified financial advisor (CFA), and then work with that person to ensure that you're aligned on communicating the best ways to reach your long-term goals. NAPFA is an organization where consumers can check profiles of CFAs for knowledge, experience, and ethics.
On top of the financial advisor’s credentials, also make sure to get a clear information about compensation scheme, frequency of meetings, and services to be offered.
A financial advisor typically safeguards their client's finances by minimizing risk, increasing efficiency, and maximizing returns. This is done through personalized plans based on the client’s profile taking into account the proper assessment of current assets, liabilities, investment objectives, tax considerations, and risks.
Financial advisors are one of the most important members of your team because they take care of all matters related to managing your wealth – investments, tax planning, insurance, estate planning, and many other financial concerns.