CFP®-certified financial advisors working with married couples and partners 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.
When you and your partner face financial decisions together, like buying a home or planning for retirement, you need an advisor who understands how to balance both your goals and finances. A common mistake is treating your finances as separate rather than intertwined, which can lead to missed opportunities or conflicts.
- Joint financial planning. Look for advisors who create strategies that consider both partners' incomes, debts, and goals as a unified plan.
- Conflict navigation. Ask how they handle differing priorities or spending habits between partners to keep your plan on track.
- Estate and beneficiary coordination. Confirm they review wills, trusts, and beneficiary designations to ensure they reflect your combined wishes.
- Tax implications for couples. Ensure they understand how filing jointly or separately affects your tax situation and plan accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kyle H
CFP®
Kansas City, MO
Hill-Top Financial Planning, LLC
Kyle Hill is well-suited for couples in Kansas seeking joint financial planning, offering expertise in cash flow, college savings, and retirement planning. As a CFP®-certified advisor with 10 years of experience, he provides flat-fee and AUM pricing options, catering especially to millennials and young professionals. His personal background and independent approach distinguish him from others by emphasizing empathy and financial independence for younger couples.
Experience: 11 years
Avg account: $546,727
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Kaylin D
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Kaylin Dillon is well equipped to assist married couples and partners in Kansas with joint financial planning, especially those navigating prenuptial agreements, blended families, and separate assets. With 12 years of experience and a background at Morgan Stanley, she offers flat-fee ongoing planning and investment management, focusing on transparency and accessibility, which distinguishes her from other CFP®-certified advisors in the region.
Experience: 12 years
Avg account: $427,635
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Bradly M
CFP®, Series 63, Series 66
Overland Park, KS
Mass Mutual Investors Services
Bradly Masek's 35 years of experience and CFP® certification equip him to address the financial complexities faced by married couples in Kansas, including estate planning and cash flow management. Working with Mass Mutual Investors Services, a large firm offering collaborative, goal-oriented planning and a variety of programs, he brings expertise in divorce financial planning and multi-generational wealth transfer, distinguishing him from advisors focused solely on individual clients.
Experience: 35 years
Avg account: $249,379
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