Ways to browse Independent advisors serving Kansas

Pick a specialty to browse more Independent advisors serving Kansas.

Browse by specialty

Find advisors serving Kansas who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	849
Wealth management	686
Retirement plans for business owners (SEP, solo 401k)	591
General retirement planning	458
Options & derivatives strategies	432
Retirement income strategy	424
Executive	422
Retired	354
Active portfolio management	333
Private / alternative investments	321
Tax-loss harvesting	282
Annuities	255
College savings (529s, UTMA, etc.)	254
Concentrated stock management	251
Income planning	239
Charitable giving & philanthropy	235
General tax planning	176
Cash flow / budgeting	172
ESG / Sustainable investing	168
Real estate investing	110
General estate planning guidance	100
Equity compensation tax strategy	97
Passive / index investing	95
Business exit / sale strategy	80
Business ownership considerations	78
Business succession planning	65
Social Security optimization	59
Mid-Career Professionals	56
Debt management	55
Long-term care insurance	55
Tax strategies for small businesses	50
Approaching retirement	45
Retirement withdrawal strategies	45
Life insurance needs analysis	40
Values-based investing	28
HENRY (High Earners, Not Rich Yet)	18
Religious/faith focused	13
Family Business	11
Young Professionals	10
Retired	9
Self-Employed	9
Divorce financial planning	8
Roth conversion strategy	8
Attorney	7
Charitable giving tax strategies	7
Doctor or Medical Professional	7
Educators, Teachers, and Academics	7
Established Professionals	6
Married/Couples/Partners	6
Medicare planning	6
Multi-generational wealth transfer	6
Business sale tax planning	5
Women Professionals	5
Equity Recipients (RS/RSU, SOP, ESPP)	4

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support