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
Passive / index investing	99
Equity compensation tax strategy	97
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

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