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Financial Advisors in Lawrence, Kansas (Douglas County)

Searcy Financial Services, Inc.
28 miles from Lawrence, KS

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets f... See More

Highlights: Investment Consulting, Legacy Planning, Certified Financial Planner, Investment Policy Statements, Mutual Funds, Fee Only, Advisory And Investment Management, Investment Management, Divorce Planning, Rollover Of 401k Or IRA, Retirement Planning, Estate Planning, Women's Issues, Professional Wealth Management, Fee-Only, Comprehensive Financial Planning, ETFs, Wealth Management, Socially Responsible Investments, College Planning
Everest Wealth Management
28 miles from Lawrence, KS

John Seitzer, CFA, CFP, CPA, MBA
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on othe... See More

Legacy Wealth Planning, LLC
28 miles from Lawrence, KS

Dean Cherpitel, BA, ChFC
Legacy Wealth Planning was designed as a small boutique firm that provides holistic wealth management services for our clients. As a founding member of National Advisors Trust Company, we combine the trust expertise from them... See More

Petrovic Financial Services
30 miles from Lawrence, KS

Petrovic Financial Services has been managing the financial assets of individuals and families for many years, not just those who call Kansas City home, but clients from across the country. Our firm covers the broad spectrum of investment management,... See More

Highlights: Business Planning, Retirement Planning, IRA, Family Financial Planning, Investment Consulting, 403B Plans, Special Needs Planning, Fiduciary, Pension Plan Design & Management, Stocks, 401k Rollover, Income Tax Planning, Investment Policy Statements, Fee Only, Certified Financial Planner, 401K Consulting, MBA, Independent Investment Advisor, CFP ®, Investment Services
Petrovic Weaver Financial Services
30 miles from Lawrence, KS

Sandi Weaver, CFA, CFP, CPA
Petrovic Weaver Financial Services:
We provide fee-only financial planning and investment management. Fee-only means we do not accept commissions and we hold ourselves to a fiduciary standard. Our approach involves com... See More

Financial Management Consultants, LLC
30 miles from Lawrence, KS

J. Randall Hedlund, BBA, BSEE, CFP, MBA

Leawood, KS 66224

Highlights: Wealth Management, Disability Income & Long Term Care Insurance, Independent Investment Advisor, Sustainability, Debt Management, College Planning, CFP ®, Fee Only, 401K Consulting, Certified Financial Planner, Investment Consulting, IRA, CPA, Pension Plan Design & Management, Asset Protection, Stocks, Mutual Funds, Professional Wealth Management, Estate Planning, Income Tax Planning
Sunrise Advisors, Inc.
31 miles from Lawrence, KS

Sunrise Advisors is a fee-only Registered Investment Advisor that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

Davis Financial Management, Inc.
31 miles from Lawrence, KS

Davis Financial Management partners with our clients to help them achieve financial independence consistent with their goals and objectives.

Highlights: Investment Consulting, Income Tax Planning, Asset Protection, College Planning, Professional Wealth Management, Investment Services, Independent Investment Advisor, Sustainability, Stocks, Business Planning, NAPFA Member, Fee Only, Estate Planning, 401K Consulting, CPA, IRA, Disability Income & Long Term Care Insurance, Wealth Management, Annuities & Life Insurance, Comprehensive Financial Planning
Sunrise Advisors
31 miles from Lawrence, KS

Sunrise Advisors is a fee-only RIA that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

CGN Advisors, LLC
72 miles from Lawrence, KS

Stuart Heckman, CFP, PhD
Financial Planning
We'll start by learning about you and the goals that are most important to you. We'll collaborate with you to create a plan to align your finances with your goals to help you enjoy life on your terms.
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