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 likely face unique financial challenges like managing student loans, planning for practice ownership, or balancing irregular income. A common mistake is working with an advisor who treats your finances like any other profession, missing these critical nuances.
- Practice ownership insight. Look for advisors who understand the financial implications of buying into or selling a medical practice, not just general small business advice.
- Student loan strategy. Confirm how they incorporate your education debt into your overall financial plan, rather than ignoring or minimizing it.
- Income variability planning. Medical professionals often have fluctuating income; ask how they help smooth cash flow and savings despite this.
- Insurance needs. Disability and malpractice insurance are vital; check if they review and recommend options tailored to your medical career stage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ashley M
Series 66
Overland Park, KS
Edward Jones
Ashley Melton specializes in financial advising for doctors and medical professionals in Kansas, bringing two years of industry experience and a Series 66 designation. Her background in healthcare and affiliation with Edward Jones, a large firm serving over four million clients, provides access to diverse advisory programs and investment strategies, distinguishing her from others by combining medical insight with broad firm resources.
Experience: 3 years
Avg account: $246,728
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Nathan R
Series 66
Salina, KS
RFG Advisory, LLC
Nathan Reynolds is equipped to support medical professionals in Kansas by integrating his expertise in annuities, options, and tax-loss harvesting with a focus on doctors and women professionals. His firm, RFG Advisory, offers both discretionary portfolio management and financial planning with flexible flat-fee arrangements, distinguishing him from others by combining active and passive investment strategies and serving a diverse client base including charitable organizations and corporations.
Experience: 10 years
Avg account: $295,694
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Leah H
Series 63, Series 65
Chicago, IL
Curi Capital, LLC
Leah Hoagland is equipped to address the financial complexities faced by doctors and medical professionals, including practice ownership and income variability, through her expertise at Curi Capital, a firm managing $11.6 billion with a long-term, fundamental investment approach. Unlike some peers, she offers a flat-fee structure and serves high-net-worth clients, combining ESG and alternative investment specialties with over 12 years of experience and a focus on young professionals and business owners.
Experience: 8 years
Avg account: $2,917,438
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Hardeep K
Series 66, Series 63
Leawood, KS
J.P. Morgan Securities
Hardeep Kaur is well-suited to assist doctors and medical professionals in Kansas by addressing complex wealth situations such as concentrated stock management and business ownership considerations, which are critical for medical practice owners. Her experience at Merrill, a large firm, combined with a planning-based approach and a 1.10% AUM fee for managed strategies under $2 million, distinguishes her from others by offering tailored solutions for established professionals balancing executive compensation and retirement planning.
Experience: 4 years
Avg account: $318,381
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William M
CFA®, Series 63, Series 65
Wichita, KS
Earned Wealth Advisors, LLC
William Martin III specializes in financial planning for doctors and medical professionals in Kansas, addressing unique needs like practice ownership and retirement income strategy. His firm, Earned Wealth Advisors, emphasizes broad diversification and a buy-and-hold approach, offering flat-fee planning and independent advice, which may appeal to those seeking transparent fees and tailored investment management compared to other local advisors.
Experience: 4 years
Avg account: $1,642,617
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