Top financial advisors in Dodge City, KS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Dodge City, KS, you might need an advisor who understands the local economic environment and can help you navigate your unique financial challenges. A common mistake is working with someone unfamiliar with regional factors, which can lead to missed opportunities or unsuitable advice.
- Local market knowledge. Confirm how well they understand Dodge City's economic trends and how these affect your investments and planning.
- Experience with your life stage. Whether you're building wealth or planning retirement, ask how they tailor strategies to your current financial phase.
- Fee structure clarity. Flat-fee advisors offer predictable costs; check how fees align with the services you need.
- Coordination with other professionals. Effective advisors collaborate with your tax preparer or attorney to ensure your financial plan fits all aspects of your life.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Travis H
Series 63, Series 66
Dodge City, KS
Raymond James Financial
Travis Heath's 23 years of experience and Series 63 and 66 designations equip him to address retirement and business succession planning needs in Dodge City, KS. Operating within Raymond James Financial, a large firm offering flat-fee and hourly services, he supports diverse clients including business owners and retirees, providing tailored financial planning with a focus on cash flow and budgeting.
Experience: 23 years
Avg account: $700,796
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Wes O
Series 66
Dodge City, KS
LPL Financial
Wes Owens offers extensive expertise in wealth management and retirement plans tailored for business owners, supported by 28 years of industry experience and a Series 66 designation. Operating within LPL Financial, a large firm known for diverse investment solutions and in-house research, he provides flat-fee financial planning and consulting, which may appeal to clients seeking predictable costs and seasoned guidance in Dodge City, KS.
Experience: 28 years
Avg account: $399,489
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Amber W
Series 63, Series 65
Dodge City, KS
Heritage Financial Solutions, LLC
Amber Wallis offers 24 years of experience in Dodge City, KS, with expertise in passive/index investing, cash flow budgeting, and general tax planning, making her well-suited for local financial needs. Her firm, Heritage Financial Solutions, employs a long-term, passive investment approach and serves a diverse client base including trusts and business entities, charging a 1.85% AUM fee, which may differ from other advisors' structures.
Experience: 24 years
Avg account: $551,598
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Marietta P
Series 66
Dodge City, KS
Edward Jones
Marietta Pianalto offers wealth management services in Dodge City, KS, with expertise in tax-loss harvesting and multi-generational wealth transfer, suitable for clients navigating local economic factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides advisory programs with fees up to 1.35% annually, catering to both individual and institutional clients, including high-net-worth households.
Experience: 3 years
Avg account: $246,728
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Clinton G
Series 66
Dodge City, KS
Ameriprise
Clinton Goebel specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Dodge City, KS. Working at Ameriprise, a large firm with a 0.15% AUM fee, he benefits from centralized consulting and offers tax-efficient planning, distinguishing him from advisors with less firm support or narrower service scopes.
Experience: 4 years
Avg account: $471,167
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