Top financial advisors in Kansas 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 own agricultural land or a family business in Kansas City, KS, you likely need an advisor who understands how to plan for passing these assets to the next generation. Without this expertise, you risk costly tax consequences or disputes that can disrupt your family's legacy. The top matches here include many CFP®-certified advisors, meaning they have formal training in financial planning principles.
- Succession planning insight. Ask how they handle transferring agricultural land or family businesses smoothly to heirs.
- Tax strategy knowledge. Confirm they can navigate local and federal tax rules affecting farm and business assets.
- Generational communication. Look for advisors who facilitate family discussions to align goals and prevent conflicts.
- Long-term asset protection. Inquire about strategies to preserve land and business value across decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher H
Series 63, Series 65
Kansas City, KS
Fiduciary Trust Private Wealth Counsel LLC
Christopher Halford in Kansas City, KS, offers expertise in retirement income strategy and wealth management, with a flat-fee financial planning option starting at $2,500. His firm serves high-net-worth clients and provides discretionary asset management, emphasizing personalized portfolios and coordination with other professionals, which may benefit those needing tailored succession and tax planning for family businesses or agricultural land.
Experience: 2 years
Avg account: $266,633
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Michael W
Series 65
Parkville, MO
Mike Wolters & Associates, Ltd.
Michael Wolters brings 32 years of experience managing discretionary assets with a focus on active and passive investing strategies, including tax-loss harvesting, which can be valuable for clients needing nuanced tax strategy knowledge in Kansas City, KS. Operating from Parkville, MO, his independent firm manages $21 million across 84 accounts, offering tailored investment approaches that consider political and interest-rate factors, distinguishing him from advisors with broader or less specialized portfolios.
Experience: 33 years
Avg account: $256,935
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Barry B
Series 63, Series 65
Parkville, MO
First American Financial Advisors, Inc.
Barry Bailey's extensive 39 years of experience and his role at First American Financial Advisors, which offers discretionary portfolio management and financial planning for high-net-worth clients and trusts, equip him to address complex succession and tax planning needs for agricultural land and family businesses near Kansas City, KS. His independent status, negotiable fee structure, and use of both technical and fundamental analysis distinguish him from other advisors in the region.
Experience: 39 years
Avg account: $1,043,711
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Andrew N
Series 66
Kansas City, KS
Edward Jones
Andrew Nyland specializes in wealth management and multi-generational wealth transfer, making him well-suited to assist with passing agricultural land or family businesses in Kansas City, KS. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a fee structure up to 1.35% annually and brings nine years of experience, including expertise in tax-loss harvesting and serving executives and business owners.
Experience: 9 years
Avg account: $246,728
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Richard K
Series 63, Series 66
Kansas City, KS
LPL Financial
Richard Kaufmann's 42 years of experience and expertise in wealth management and retirement plans for business owners make him well-suited to assist with succession planning for agricultural land or family businesses in Kansas City, KS. His affiliation with LPL Financial, a large firm offering flat-fee financial planning and supported by an in-house research team, distinguishes him from other advisors by combining seasoned insight with broad institutional resources.
Experience: 42 years
Avg account: $399,489
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