Seasoned, values-based investing financial advisors 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 values-based investing advisor when you want your investments to reflect your personal ethics and social priorities, not just financial returns. Without a seasoned advisor, you risk ending up with portfolios that don't truly align with your core values or overlook important impact considerations. Seasoned advisors bring years of experience navigating the nuances of values-based choices, helping you avoid common pitfalls.
- Values alignment process. Ask how they identify and integrate your specific ethical priorities into investment decisions.
- Impact measurement. Confirm how they track and report the social or environmental outcomes of your investments.
- Fee transparency. Since all here offer flat fees, understand exactly what services are included and how costs are structured.
- Firm resources. Large-firm advisors may have access to broader research and impact tools; ask how this benefits your portfolio.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nancy L
Series 65, Series 63
Overland Park, KS
Mariner
Nancy Lott's 23 years of experience and focus on values-based investing and socially responsible strategies make her well-suited for clients seeking to align investments with personal ethics in Kansas. Working at Mariner, a large firm managing nearly $99 billion in assets, she offers flat-fee financial planning and serves high-net-worth individuals, providing access to extensive resources and comprehensive wealth management services.
Experience: 23 years
Avg account: $2,116,909
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Nathan F
CFP®, Series 63, Series 66
Kansas City, MO
Modern Wealth Management, LLC
Nathan Fiser's 22 years of experience and CFP® certification equip him to guide clients seeking values-based investing in Kansas, integrating ethical priorities with financial planning. His firm, Modern Wealth Management, LLC, supports a centralized portfolio management model and offers flat fees for estate planning services, distinguishing him with comprehensive planning and a broad client base including trusts and charitable organizations.
Experience: 22 years
Avg account: $832,068
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Richard G
Series 63, Series 65
Leawood, KS
United Capital Financial Advisors
Richard Groebl's 34 years of experience and focus on values-based and ESG investing make him well-suited for clients seeking investments aligned with personal ethics in Kansas. Operating independently with a flat-fee structure, he offers access to United Capital Financial Advisors' discretionary asset-allocation models and alternative investments, providing broader portfolio customization compared to some local advisors.
Experience: 34 years
Avg account: $829,769
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