Find a Financial Planner in Lawrence, KS

 

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We did the hard work of finding trustworthy partners 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 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 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

 

How Can a CFP® in Lawrence Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Lawrence area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Lawrence include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
13.4% of Lawrence's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lawrence area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Lawrence area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Lawrence area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Lawrence 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 is a service offered by many financial advisors, planners, and other professionals in the Lawrence area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Lawrence area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 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