Find a Financial Advisor in Lawrence, KS

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We Only Work With The Best Lawrence 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Lawrence, KS


  • Financial Advisor Close to Lawrence, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Lawrence financial advisors.
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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.)



The Top 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: 18 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: 4 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: 26 years

SANCTUARY ADVISORS, LLC

Website

(785) 592-3150

611 9th Street

Lawrence, KS 66044

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

 


Lawrence, KS Financial Advisor FAQs

Lawrence is the county seat of Douglas County, Kansas. The city is located in northeastern Kansas, approximately 25 miles south of Kansas City, Missouri and is part of the Kansas City metropolitan area. The city's economy is based on education, health care, and technology with its largest employer being the University of Kansas. Lawrence is also home to Bert Nash Community Mental Health Center and has been designated by the Robert Wood Johnson Foundation as a "Culturally Competent City" for its work on improving access to health care for minority and immigrant populations. Well known for its musical history, Lawrence is the home of Woodstock-era musician Kris Kristofferson, as well as influential 90s band Pavement. The city is also the site of the Wakarusa Music and Camping Festival, a four-day event featuring a variety of musical genres, and the Lawrence Field Day Festival, an annual celebration of the city's music and arts scene. The county seat of Douglas County and the sixth largest city in Kansas is Lawrence, KS. It is the home of both University of Kansas and Haskell Indian Nations University. In the 2020 census, the population of the city reached 94,934. See where nearby financial advisors serve through the links below.

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.