Top financial advisors working with parents 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 your parent needs help managing finances, healthcare costs, or estate planning, you want an advisor who understands the unique challenges of caregiving and aging. A common mistake is working with someone who overlooks the emotional and logistical complexities that come with supporting an aging parent.
- Long-term care planning. Confirm how they incorporate potential nursing home or in-home care costs into your parent's financial plan.
- Medicaid and benefits knowledge. Ask if they can guide you through qualifying for government assistance programs without jeopardizing assets.
- Estate and legacy considerations. Ensure they discuss wills, trusts, and power of attorney to protect your parent's wishes and your family’s future.
- Communication with family. Check how they facilitate conversations among siblings or relatives to keep everyone informed and aligned.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Blake L
Series 66
Overland Park, KS
Fidelity
Blake Limbaugh specializes in advising parents in Kansas, bringing seven years of industry experience and a Series 66 designation to his role at Fidelity, a large firm known for comprehensive financial services. His background includes active portfolio management and charitable giving, which complements his focus on family financial goals. Compared to others, Blake's experience at major firms like Merrill Lynch and Engage Wealth Advisors provides a broad perspective, and his personal insight as a parent may enhance his understanding of caregiving financial challenges.
Experience: 8 years
Avg account: $234,793
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Kyle H
CFP®
Kansas City, MO
Hill-Top Financial Planning, LLC
Kyle Hill is well-suited for parents in Kansas seeking financial guidance, offering expertise in cash flow, college savings, and retirement planning with a decade of experience and CFP® certification. His flat-fee structure and focus on younger families, including married couples and millennials, differentiate him from others by providing accessible, independent advice tailored to evolving family financial needs in the Kansas City area.
Experience: 11 years
Avg account: $546,727
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Michael H
Series 66
Leawood, KS
Merrill
Michael Homuth specializes in serving parents in Kansas, offering expertise in multi-generational wealth transfer, retirement income strategy, and charitable giving. Based in Leawood, KS, he works within Merrill Lynch's large-firm environment, providing tailored financial guidance with a 1.10% AUM fee for managed strategies under $2 million, which may appeal to established professionals and high earners seeking comprehensive wealth management.
Experience: 6 years
Avg account: $860,085
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