Top financial advisors working with high-net-worth individuals and executives 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 hold a high-level position with complex compensation like stock options or bonuses, you need an advisor who understands how to manage these elements within your broader financial plan. A common mistake is treating executive compensation as just extra income, rather than a strategic asset that requires careful timing and tax planning.
- Compensation structure insight. Look for advisors who can explain how your pay components interact and affect your tax situation.
- Succession planning knowledge. In Kansas, many executives also face family business or agricultural land succession issues; ask how they integrate these into your plan.
- Tax impact awareness. Confirm they consider how executive benefits influence your overall tax bracket and retirement savings.
- Long-term strategy focus. Ensure they help you align your executive compensation with your future financial goals, not just immediate gains.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Cole B
CFP®, Series 65
Overland Park, KS
Creative Planning
Cole Baker specializes in serving high-net-worth executives in Kansas, leveraging his CFP® certification and experience at Creative Planning, a large firm managing $217 billion in assets. His expertise includes tax-loss harvesting and retirement income strategies, which are crucial for managing complex executive compensation. Compared to others, Baker offers flat-fee financial planning with negotiated fees for complex cases, and his background as a tax preparer and real estate agent adds valuable perspectives for comprehensive planning.
Experience: 3 years
Avg account: $2,113,277
-
Nancy L
Series 65, Series 63
Overland Park, KS
Mariner
Nancy Lott is well-equipped to assist high-net-worth executives in Kansas, leveraging her 23 years of experience and expertise in private investments and options strategies. Working at Mariner Wealth, a large firm managing nearly $99 billion in assets, she offers flat-fee and hourly financial planning services, which may appeal to clients seeking flexible fee structures alongside comprehensive wealth management.
Experience: 23 years
Avg account: $2,116,909
-
Robert L
Series 66
Leawood, KS
UBS Financial Services
Robert Long's expertise in equity compensation tax strategy and executive financial planning makes him well-suited to manage complex executive compensation structures for high-net-worth clients in Kansas. With 26 years of experience at UBS Financial Services, a large firm offering fee-based planning and institutional trading resources, he also serves mid-career professionals and approaching retirees, providing a broad range of wealth management services beyond executive needs.
Experience: 26 years
Avg account: $693,691
-
Grant A
Series 65, Series 63
Wichita, KS
Equitable Advisors
Grant Ash is equipped to assist high-net-worth executives in Kansas by leveraging his expertise in retirement income strategy and Social Security optimization, which are crucial for managing complex executive compensation. Operating within Equitable Advisors, a large firm offering a hybrid advisory and brokerage model, he provides flexible fee structures and serves a diverse client base including baby boomers, distinguishing him from advisors focused solely on executive compensation.
Experience: 0 years
Avg account: $570,841
-
Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is well-equipped to assist high-net-worth executives in Kansas by leveraging his expertise in wealth management, business exit strategies, and retirement plans tailored for business owners. His CFP® certification and decade of industry experience, combined with Moneta Group's large-firm resources and flat-fee structure, provide a comprehensive approach that balances executive compensation complexities with long-term financial goals.
Experience: 10 years
Avg account: $5,284,488
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Kansas
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")