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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Joshua N
Series 63, Series 66
Garnett, KS
Edward Jones
Joshua Nelson specializes in retirement plans for business owners like SEP and solo 401(k), making him well-suited for doctors and medical professionals in Kansas managing practice ownership and retirement planning. With 20 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and retirement income strategies with an annual program fee up to 1.35%, differentiating him through extensive firm resources and a focus on women professionals and veterans.
Experience: 20 years
Avg account: $246,728
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Andrew H
VerifiedCFP®, Series 66, Series 7, CFS®
Overland Park, KS
OSAIC
Andrew Hadel brings 16 years of experience and CFP® certification, making him well-equipped to address financial challenges faced by doctors and medical professionals in Kansas, including retirement income strategy and tax planning for small businesses. Affiliated with OSAIC, a large firm offering flat-fee structures and advanced portfolio management, he also specializes in business succession planning and serves a diverse client base, distinguishing him from advisors focused solely on investments.
Experience: 16 years
Avg account: $398,336
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Hardeep K
Series 63, Series 66
Leawood, KS
J.P. Morgan Securities
Hardeep Kaur specializes in wealth management and business ownership considerations, making her well-suited to address the financial complexities faced by doctors and medical professionals in Kansas, including practice ownership and retirement planning. Affiliated with a large firm, she offers a 0.30% annual AUM fee and serves diverse professionals such as executives and founders, providing a planning-based approach informed by extensive industry experience.
Experience: 4 years
Avg account: $318,381
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Christopher L
Series 66
Leawood, KS
Morgan Stanley
Christopher Longly specializes in advising doctors and medical professionals in Kansas, leveraging his personal connection as a spouse of a physician to understand their unique financial challenges. Based in Leawood, KS, he offers expertise in wealth management, retirement income strategy, and ESG investing through a large firm, Morgan Stanley, providing access to extensive resources and collaborative financial planning.
Experience: 12 years
Avg account: $670,481
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Scott S
VerifiedCFP®, JD
Leawood, KS
Oread Wealth Partners
Scott Sturgeon specializes in serving doctors and medical professionals in Kansas, offering expertise in business ownership considerations, tax planning, and cash flow management tailored to medical careers. As a CFP®-certified independent advisor with five years of experience and a 1.50% AUM fee, he stands out by combining legal knowledge with a focus on retirement planning and business sale tax strategies, supporting mid-career and established professionals.
Experience: 5 years
Avg account: $850,558
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