Top financial advisors working with high-net-worth individuals 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 you have significant assets or complex financial needs, working with a high-net-worth advisor can help you manage wealth growth, tax planning, and legacy goals effectively. Without focused expertise, it's easy to overlook how your unique financial picture affects investment and estate decisions.
- Comprehensive wealth management. Look for advisors who integrate investment strategies with tax and estate planning tailored to your asset size.
- Succession planning insight. In Kansas, many clients have agricultural land or family businesses; ask how the advisor handles passing these assets to the next generation.
- Coordination with other professionals. Confirm how the advisor works with your accountants, attorneys, and other specialists to align your financial plan.
- Customized risk management. High-net-worth portfolios often require specialized insurance and liability strategies; check how these are addressed.
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 is equipped to serve high-net-worth clients in Kansas through his CFP® certification and experience at Creative Planning, a large firm managing $217 billion in assets. His expertise includes private and alternative investments, tax-loss harvesting, and retirement income strategies, which align well with complex wealth management needs. Unlike some advisors, he offers flat-fee financial planning with negotiable hourly rates and brings additional insight as a licensed real estate agent and tax preparer.
Experience: 3 years
Avg account: $2,113,277
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Nancy L
Series 65, Series 63
Overland Park, KS
Mariner
Nancy Lott is equipped to serve high-net-worth clients in Kansas with her 23 years of experience and expertise in private and alternative investments, as well as options and derivatives strategies. Working at Mariner Wealth, a large firm managing nearly $99 billion in assets, she offers flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fee structures alongside comprehensive wealth management.
Experience: 23 years
Avg account: $2,116,909
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Robert L
Series 66
Leawood, KS
UBS Financial Services
Robert Long is equipped to assist high-net-worth clients in Kansas with comprehensive wealth management, leveraging 26 years of experience and expertise in retirement planning, cash flow, and equity compensation tax strategies. Operating within UBS Financial Services, a large firm offering fee-based planning and institutional trading resources, he also brings insight into executive and business owner financial needs, distinguishing him from advisors with narrower focuses.
Experience: 26 years
Avg account: $693,691
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Vicki H
CFA®
Lenexa, KS
Freedom Value Partners, LLC
Vicki Hohenstein is equipped to serve high-net-worth clients in Kansas with 17 years of experience and a CFA® designation, offering active portfolio management and options strategies tailored to complex wealth needs. Her firm, Freedom Value Partners, LLC, provides discretionary asset management and integrates derivatives into investment approaches, charging a 1.00% annual fee, which may appeal to clients seeking sophisticated strategies and personalized service in Lenexa.
Experience: 18 years
Avg account: $1,549,844
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Richard H
CFA®
Overland Park, KS
Paragon Capital Management LLC
Richard Heidemann Jr. is equipped to serve high-net-worth clients in Kansas with expertise in wealth management, estate planning guidance, and retirement income strategy, supported by his CFA® designation and 20 years in the financial industry. Operating from Overland Park, KS, he works at Paragon Capital Management LLC, a firm managing $633 million for 321 clients with a fundamental analysis approach and integrated financial planning, distinguishing him through a comprehensive, team-based service model.
Experience: 3 years
Avg account: $2,113,659
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