CFP®-certified 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 with your spiritual values or ethical beliefs. Without this focus, advisors may overlook how your faith influences choices like charitable giving or investment preferences.
- Faith-aligned investment options. Ask how they incorporate your religious principles into portfolio choices, avoiding sectors or companies that conflict with your beliefs.
- Charitable giving strategies. Confirm their experience in structuring donations or trusts that honor your faith's teachings and maximize impact.
- Community understanding. Look for advisors familiar with your faith community's unique financial needs and traditions, ensuring culturally sensitive guidance.
- CFP® certification. This means the advisors have formal training in financial planning, which supports integrating your faith with sound financial practices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy L
CFP®, Series 63, Series 65
Little Rock, AR
United Capital Financial Advisors
Timothy Long's expertise in values-based and religious/faith-focused investing aligns well with clients seeking financial guidance that respects their spiritual beliefs. With 18 years of experience and CFP® certification, he offers flat-fee financial planning through United Capital Financial Advisors, which serves a diverse national clientele with customized portfolio management and access to third-party managers, differentiating him from advisors focused solely on local or traditional investment approaches.
Experience: 19 years
Avg account: $829,769
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Philip F
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Philip Francois is well-suited for clients seeking a CFP®-certified advisor in Kansas who specializes in religious and faith-focused financial planning, including charitable giving and values-based investing like Biblically Responsible Investing. Based in Salina, KS, he offers a flat-fee structure for comprehensive financial plans and brings 10 years of experience, combining fundamental analysis with Modern Portfolio Theory to tailor portfolios aligned with clients' spiritual values.
Experience: 10 years
Avg account: $289,485
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Ariel L
CFP®, Series 66
Derby, KS
Edward Jones
Ariel Lee's 17 years of experience and CFP® certification equip her to address financial needs that align with religious and faith-based values, including charitable giving and values-based investing. Based in Derby, KS, she works with Edward Jones, a large firm offering diverse wealth management solutions with an annual program fee up to 1.35%, and also brings a unique community connection through her role as a middle school basketball coach.
Experience: 18 years
Avg account: $246,728
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James G
CFP®, Series 66
Overland Park, KS
Creative Financial Designs, Inc.
James Guyot is a CFP®-certified advisor in Lenexa, KS, specializing in religious and faith-focused financial planning, including Biblical Responsible Investing strategies that align with spiritual values. With 24 years of experience and affiliation with Creative Financial Designs, he offers flexible fee structures ranging from hourly to asset-based fees, serving individuals and charitable organizations, which distinguishes him through a broad client base and a commitment to faith-aligned investment options.
Experience: 24 years
Avg account: $275,989
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