Top financial advisors working with faith-focused clients 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.
You might seek a religious or faith-focused advisor when your financial decisions need to align closely with your spiritual values and ethical beliefs. The biggest risk is working with someone who overlooks how your faith shapes your priorities, leading to advice that feels out of sync with your convictions.
- Values integration. Confirm how the advisor incorporates your specific religious principles into investment choices and financial planning.
- Ethical investment options. Ask about their experience with faith-based funds or portfolios that avoid industries conflicting with your beliefs.
- Community understanding. Look for advisors familiar with your faith community’s unique financial challenges and charitable giving practices.
- Long-term faith alignment. Ensure they consider how your spiritual goals evolve over time and adjust strategies accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Melissa G
Series 63, Series 66
Lenexa, KS
Creative Financial Designs, Inc.
Melissa Gunter specializes in serving clients in Kansas who seek financial advice aligned with their religious and faith values, supported by her 11 years of experience and Series 63 and 66 credentials. She offers a range of fee structures including hourly and retainer options, and her firm provides Biblical Responsible Investing strategies alongside ESG and sustainable investing, distinguishing her approach with both faith-based and ethical investment options.
Experience: 12 years
Avg account: $275,989
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Richard G
Series 63, Series 65
Leawood, KS
United Capital Financial Advisors
Richard Groebl specializes in religious and faith-focused financial advising, integrating values-based investing and ESG principles to align financial decisions with spiritual beliefs. With 34 years of experience and a flat-fee structure ranging from $2,500 to $55,000 annually, he offers seasoned, independent guidance from Leawood, KS, supported by United Capital Financial Advisors' national reach and customizable portfolio options.
Experience: 34 years
Avg account: $829,769
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Nolan L
Series 66
Mission, KS
Edward Jones
Nolan Lasiter is equipped to support clients seeking financial advice aligned with religious and faith-based values, offering expertise in charitable giving, values-based investing, and ESG strategies. Based in Shawnee, KS, he brings a unique perspective with 17 years of military service and active involvement in his local church's finance board, differentiating him through community insight and a large-firm platform with diverse investment solutions.
Experience: 3 years
Avg account: $246,728
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Philip F
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Philip Francois specializes in serving clients in Kansas who seek financial advice aligned with their religious and faith values, offering expertise in charitable giving and cash flow management. His independent, CFP®-certified practice at Foundation Wealth Planning provides flat-fee financial planning and discretionary asset management with values-based investing options like Biblically Responsible Investing, distinguishing him through a client-focused approach and a decade of industry experience.
Experience: 10 years
Avg account: $289,485
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Connie P
Series 63, Series 65
De Soto, KS
Values First Advisors, Inc.
Connie Pearson specializes in serving clients in Kansas who seek financial advice aligned with their religious and faith values, integrating Biblically Responsible Investing principles into her strategies. With 15 years of experience and leadership at Values First Advisors, an independent SEC-registered firm, she offers tailored portfolios and expertise in charitable giving, supported by a transparent fee structure including hourly and retainer options.
Experience: 16 years
Avg account: $220,558
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