Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

James M

ChFC®, Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar
firm logo

Noah C

CFP®, Series 65

Overland Park, KS

Keen Wealth advisors

Noah Camfield is a CFP® with two years of experience in financial advising, currently serving at Keen Wealth Advisors. His prior experience includes roles at Mariner Wealth Advisors and various positions at Kansas State University and other organizations. Keen Wealth Advisors provides comprehensive financial planning and portfolio management primarily to individuals planning for or living in retirement, including high-net-worth households, trusts, and business entities. The firm manages approximately $1.23 billion in assets, employing a multi-method investment analysis framework and discretionary portfolio management that incorporates written financial plans for clients.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

William S

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

William Stapp is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp of New York, Ameritas Life Insurance Corp., and Ameritas Investment Company, LLC. Outside of his advisory role, he serves on the Board of Trustees for Notre Dame de Sion High School. TFB Advisors provides financial planning, consulting, and discretionary investment management services to a diverse clientele, including individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, often incorporating mutual funds, ETFs, individual securities, and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar
firm logo

Daniel M

CFP®, Series 63, Series 65

Overland Park, KS

One Advisory Partners, LLC

Daniel Miller is a CFP® with 21 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at One Advisory Partners since 2015 and previously spent three years at Origin Financial. In addition to his advisory role, he is an independent insurance agent. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a globally diversified approach based on modern portfolio theory and uses both fundamental and technical analysis to guide portfolio allocations.

General retirement planning Retirement income strategy Wealth management
user avatar
firm logo

Alexander F

Series 63, Series 66

Overland Park, KS

Greenup Wealth

Alexander Fishman is a financial advisor with Greenup Wealth who holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at American Century Investment Services, Financial Engines, and Scottrade. He serves as a board member for Junior Achievement of Greater Kansas City. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies and offers affiliated insurance and tax services alongside its investment management.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar
firm logo

Craig K

CFP®, Series 63, Series 65

Overland Park, KS

PCG Wealth Management

Craig Kurth is a financial advisor with PCG Wealth Management in Overland Park, KS, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Waddell & Reed, Inc. and various insurance carriers, and has operated his own advisory business, Craig Kurth LLC, since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach utilizing diversified mutual funds and ETFs, with specialized retirement-plan fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Lawrence B

Series 63, Series 65

Overland Park, KS

Insight Financial Services

Lawrence Broxterman is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes roles at Securities America, Inc., Securities Service Network, and National Planning Corporation, alongside long-term involvement with Insight Financial Services since 2006. He is also self-employed as an independent insurance agent and involved with Brox Capital Management, LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and tailors advice to clients’ objectives using a combination of fundamental and technical analysis, along with modern portfolio theory.

Annuities
user avatar
firm logo

John A

CFP®, Series 66

Overland Park, KS

Caliber Wealth Management, LLC

John Arndt is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at Caliber Wealth Management, LLC, where he has worked since 2020. Prior to this, he spent nine years at Raymond James Financial Services Advisors Inc. and held a position at Compass Planning Group. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and tax preparation services. The firm’s investment approach uses globally diversified portfolios based on modern portfolio theory, incorporating mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
user avatar
firm logo

Rachael G

CFP®, Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Ellea S

CFP®, Series 65

Overland Park, KS

Legacy Financial Strategies, LLC

Ellea Starkel is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Legacy Financial Strategies, LLC since 2025 and previously spent three years at SJHL Financial Group. Before entering the financial industry, she was employed in education at Fort Hays State University and McPherson School District. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and constructs globally diversified portfolios, offering discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
user avatar
firm logo

Michael S

Series 65

Overland Park, KS

Financial Partners Group, Inc.

Michael Strouse is a Series 65-credentialed financial advisor with Financial Partners Group, Inc., based in Overland Park, KS. He has four years of industry experience and has held roles at Financial Partners Group since 2022 as well as positions at the University of Arkansas and Kansas State University. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion through a team of eight advisors, applying a mix of fundamental, tactical, technical, and thematic analysis across mutual funds, ETFs, equities, and fixed income with disciplined rebalancing and defensive adjustments.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar
firm logo

Miles G

CFA®

Leawood, KS

Mitchell Capital Management Co

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar
firm logo

Emma G

Series 65

Overland Park, KS

Keen Wealth advisors

Emma Gustin is a financial advisor at Keen Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Stifel and Clayton Wealth Partners, as well as multiple roles associated with Kansas State University. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with retirement-focused portfolio management and financial planning. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework implemented through ETFs, mutual funds, individual stocks, and bonds.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Russell F

Series 66

Overland Park, KS

Cornerstone Securities LLC

Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

General retirement planning General tax planning Annuities Long-term care insurance
user avatar
firm logo

Andrew D

Series 66

Overland Park, KS

Caliber Wealth Management, LLC

Andrew Dibble is a financial advisor at Caliber Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Services, among others. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary and non-discretionary investment advice, financial planning, and retirement-plan management. The firm offers a globally diversified investment approach based on modern portfolio theory and incorporates in-house tax preparation and consulting services staffed by licensed accountants.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
user avatar
firm logo

Quinn D

CFA®

Leawood, KS

Mitchell Capital Management Co

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar
firm logo

Paul H

CFP®, Series 63

Overland Park, KS

Keen Wealth advisors

Paul Hefferon is a CFP®-certified financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously held roles at Financial Avenues, LLC and Northwestern Mutual. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical investment approaches.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Thomas E

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Thomas Elms is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Triune Financial Partners, LLC since 2024 and previously spent six years with LPL Financial. In addition to his advisory role, Elms is an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds by offering portfolio management, financial planning, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with a focus on institutional Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Daniel G

CFP®, CFA®, Series 63, Series 66

Overland Park, KS

Greenup Wealth

Daniel Greulich is a CFP® and CFA® with 19 years of industry experience, currently serving at Greenup Wealth. His prior experience includes 12 years at Fidelity Investments and roles at Spotlight Asset Group. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm utilizes a range of analytical methods and investment strategies, including options and direct indexing, and offers services for assets held outside its custody through an order management system.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar
firm logo

Jefferey J

CFP®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Jefferey Jaworski is a CFP® with 33 years of industry experience, currently serving at Triune Financial Partners, LLC. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as an advisory board member for Legacy of Faith, Inc., a ministry based in Overland Park, KS. Triune Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, using a primarily passive, asset-class investment approach grounded in Modern Portfolio Theory. The firm manages accounts on a discretionary basis and offers a range of services such as portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")