Top financial advisors working with doctors and medical professionals in Kansas

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 a doctor or medical professional in Kansas, you might face unique financial challenges like managing student loans, irregular income, or planning for practice ownership. A common mistake is working with an advisor who focuses only on investments without understanding your specific cash flow and debt situation.

  • Practice ownership insight. Look for advisors who understand the complexities of buying into or selling a medical practice, not just general small business advice.
  • Loan management strategies. Confirm how they help balance student debt repayment with saving for retirement and other goals.
  • Income variability planning. Ask how they handle fluctuating earnings common in medical careers to keep your finances stable.
  • Retirement plan options. Ensure they can explain which plans fit your practice structure and personal goals, like SEP or solo 401(k).

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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April E

Series 63, Series 66

Leawood, KS

RBC Capital Markets

April Emeola is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2017, having previously been with UBS Financial Services from 2012 to 2017. Outside of her advisory role, she is employed in retail sales at Bath and Body Works. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)

Justin S

CFP®, ChFC®, Series 66

Prairie Village, KS

Edward Jones

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Norman G

Series 65, Series 66

Overland Park, KS

Commonwealth Financial Network

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David W

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

David Wentz is a financial advisor at TFB Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas and Carillon Investments, among others. Outside of his advisory work, he is licensed as an independent insurance agent and is involved in the administration of qualified retirement plans. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and employs a diversified investment approach tailored to clients’ risk tolerance and time horizon.

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

CFP®, Series 63, Series 65

Lawrence, KS

Rademacher Financial, Inc.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired

Amanda F

Series 66

Lexington, NC

Edward Jones

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Doctor or Medical Professional Public Service Employee

Myranda J

Series 66

Chicago, IL

Merrill

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Wealth management General estate planning guidance General retirement planning Charitable giving & philanthropy General tax planning Executive Established Professionals Mid-Career Professionals Parents Women Professionals Women's Finance
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Ashley O

Series 66

Gretna, VA

11 Financial

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
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Kevin H

CFP®, Series 63, Series 65

Birmingham, AL

RFG Advisory, LLC

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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David L

Series 66

Saint Louis, MO

Larson Financial Group, LLC

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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