Seasoned, wealth management 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.
When you're managing significant assets or planning for long-term financial goals, you need an advisor who understands the complexities of wealth management in Kansas. Without seasoned guidance, you might overlook how local factors like agricultural land or family business succession impact your strategy.
- Experience with local assets. Confirm how they handle wealth tied to agricultural land or family businesses common in rural Kansas.
- Comprehensive risk assessment. Ask how they evaluate risks unique to your wealth type, including market shifts and legacy considerations.
- Long-term growth planning. Look for advisors who balance preserving wealth today with strategies for growth over decades.
- Coordination with other professionals. Wealth management often involves tax, legal, and estate experts; check how they collaborate with your existing team.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Clark G
CFP®, Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Clark Gay brings 24 years of experience in wealth management, specializing in trust structures and charitable giving, making him well-equipped to handle complex financial needs in Kansas. His firm, Visionary Wealth Advisors, manages several billion dollars with a multi-advisor team, offering flat-fee planning and investment management that combines fundamental, technical, and cyclical analysis for diversified asset allocation.
Experience: 25 years
Avg account: $818,786
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Todd H
Series 66
Leawood, KS
RBC Capital Markets
Todd Haynes offers seasoned wealth management expertise in Leawood, KS, with 24 years of experience and a Series 66 designation. Affiliated with RBC Capital Markets, a large firm providing tailored advisory programs and both discretionary and non-discretionary portfolio management, he also specializes in tax-loss harvesting and concentrated stock management, distinguishing him from other advisors in the region.
Experience: 24 years
Avg account: $1,017,425
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Thomas S
Series 63, Series 65
Leawood, KS
Raymond James & Associates
Thomas Saunders Jr. offers seasoned wealth management expertise in Kansas, backed by 47 years of industry experience and a background with Morgan Stanley Private Bank. Operating through Raymond James & Associates, a large firm, he provides flat-fee and hourly planning services, catering to diverse clients including individuals and corporate entities, which distinguishes him from advisors focused solely on individual retirement planning.
Experience: 47 years
Avg account: $788,879
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Gary G
Wichita, KS
Redstone Advisors Inc
Gary Gamm offers seasoned wealth management expertise in Wichita, Kansas, with 34 years of experience and a focus on high-net-worth clients. His firm, Redstone Advisors, specializes in discretionary fixed-income management, emphasizing municipal and government bonds, and provides flexible flat-fee options, distinguishing him from advisors who may rely solely on percentage-based fees.
Experience: 34 years
Avg account: $2,678,306
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Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Curtis Long Jr. offers seasoned wealth management expertise in Paola, Kansas, with 39 years of experience and specialties including retirement income strategy and multi-generational wealth transfer. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he provides advisory programs with up to 1.35% annual fees, distinguishing him through extensive industry tenure and broad firm resources.
Experience: 39 years
Avg account: $246,728
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