Independent 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.
If your financial decisions are influenced by your religious or faith values, you need an advisor who understands how to align your money with those principles. Without this alignment, you risk investments or strategies that conflict with your beliefs, causing stress or regret.
- Faith-aligned investment options. Ask how they incorporate your religious values into portfolio choices, avoiding sectors or companies that contradict your beliefs.
- Ethical giving strategies. Confirm they can help structure charitable donations or tithing plans that maximize impact while fitting your financial goals.
- Holistic life planning. Look for advisors who consider your faith's guidance on family, legacy, and community support, not just numbers.
- Independent perspective. Being independent means these advisors can tailor advice without pressure from larger firms, focusing on your unique faith-based priorities.
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 with religious and faith-based financial priorities, offering Biblical Responsible Investing options that align with ethical values. With 11 years of experience and credentials including Series 63 and 66, she provides independent advice through Creative Financial Designs, which supports a range of investment strategies from passive to tactical management. Her fee structure includes negotiable hourly and retainer fees, accommodating diverse client needs in Lenexa, Kansas.
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 in Kansas, aligning investment strategies with clients' values through ESG and sustainable investing expertise. With 34 years of experience and a flat-fee structure, he offers personalized financial planning at United Capital Financial Advisors, which supports diverse client types and provides portfolio customization and access to alternative investments, distinguishing him from other independent advisors in the region.
Experience: 34 years
Avg account: $829,769
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Philip F
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Philip Francois specializes in serving religious and faith-focused clients in Kansas, offering expertise in charitable giving, college savings, and budgeting aligned with faith values. Operating independently with a flat-fee structure, he provides tailored financial plans and discretionary asset management through Foundation Wealth Planning, incorporating Biblically Responsible Investing and Modern Portfolio Theory, which distinguishes him from other advisors in the region.
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 guidance aligned with their religious and faith values, integrating Biblically Responsible Investing principles into portfolio management. As an independent advisor with 15 years of experience and Series 63 and 65 designations, she offers a range of fee structures including hourly and retainer options, and focuses on charitable giving and philanthropy, distinguishing her from others by combining faith-based investment strategies with comprehensive planning services.
Experience: 16 years
Avg account: $220,558
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