Top financial advisors working with high-net-worth individuals and retirees 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 be transitioning into retirement or already retired and looking to manage your wealth to support your lifestyle and legacy goals. Without focused experience in retirement planning, advisors may overlook how to balance income needs with preserving assets over a potentially long retirement.
- Income stream planning. Ask how they design withdrawal strategies that consider Social Security, pensions, and investment income to keep your finances steady.
- Healthcare cost foresight. Confirm they factor in rising medical expenses and long-term care needs, which can significantly impact your retirement budget.
- Tax-efficient distributions. Inquire about their approach to minimizing taxes on your retirement accounts and investments to stretch your savings.
- Estate considerations. See if they discuss how your retirement plan aligns with your wishes for passing wealth to heirs or charitable causes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cole B
CFP®, Series 65
Overland Park, KS
Creative Planning
Cole Baker specializes in retirement income strategy and serves high-net-worth retired clients in Kansas, making him well-suited to address income stream planning and tax-efficient distributions for retirees. Working at Creative Planning, a large firm managing $217 billion in assets, he offers flat-fee financial planning and integrates tax-loss harvesting and sustainable investing, providing a comprehensive approach compared to advisors with narrower focuses or different fee structures.
Experience: 3 years
Avg account: $2,113,277
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Grant A
Series 65, Series 63
Wichita, KS
Equitable Advisors
Grant Ash specializes in retirement income strategy and Social Security optimization, making him well-suited to assist high-net-worth retirees in Kansas with managing income streams and maximizing benefits. Operating from Equitable Advisors, a large firm serving diverse clients including high-net-worth individuals, he offers a range of fee structures and access to both advisory and brokerage services, which may provide more flexible planning options compared to smaller firms or advisors with less varied service models.
Experience: 0 years
Avg account: $570,841
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Kenneth M
Series 63, Series 65
Overland Park, KS
Wells Fargo Clearing
Kenneth Marker is well-equipped to assist high-net-worth retirees in Kansas with retirement planning, leveraging 29 years of industry experience and a focus on retired clients and business owners. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven retirement plan consulting and diverse financial products, he provides flat-fee and AUM-based fee structures, distinguishing him from advisors with different firm sizes or fee models.
Experience: 30 years
Avg account: $475,575
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Marc V
CFA®
Wichita, KS
Redstone Advisors Inc
Marc Vincent specializes in serving high-net-worth retired clients in Kansas, leveraging 34 years of experience and a CFA® designation to manage wealth with a focus on retirement plans for business owners. His firm, Redstone Advisors Inc, emphasizes active fixed-income management with tailored portfolios, offering clients a choice between flat fees or a 0.50% annual AUM fee, which may appeal to those seeking transparent and flexible fee structures.
Experience: 34 years
Avg account: $2,678,306
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Lennie W
Series 63, Series 66
Shawnee, KS
Steward Partners Investment Advisory, LLC
Lennie Walters is well-suited for high-net-worth retirees in Kansas, combining 20 years of experience with a focus on ESG investing and retirement planning. Operating from a large firm managing $28 billion in assets, he offers flexible fee structures including flat and hourly fees, which may appeal to clients seeking tailored financial planning. His background as a founder and local farming business owner adds a unique perspective compared to other advisors in the region.
Experience: 20 years
Avg account: $831,870
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