Top wealth management 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.
When you have complex assets like agricultural land or a family business, managing your wealth requires more than just investment advice. Without a clear plan, you risk losing value through poor succession choices or tax inefficiencies. High-net-worth advisors here understand how to protect and grow your wealth while navigating these unique challenges.
- Succession planning expertise. Ask how they approach passing assets like farms or family businesses to the next generation without unnecessary tax burdens.
- Integrated tax strategies. Confirm they coordinate investment decisions with tax planning to minimize liabilities over time.
- Customized asset management. Look for advisors who tailor strategies to your specific holdings, not just generic portfolios.
- Long-term relationship focus. Wealth management is ongoing; check how they support evolving goals and family dynamics.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard H
CFA®
Overland Park, KS
Paragon Capital Management LLC
Richard Heidemann Jr. specializes in wealth management for high-net-worth clients in Kansas, offering expertise in estate planning, retirement income strategy, and cash flow budgeting. Based in Overland Park, KS, he brings 20 years of industry experience and works with Paragon Capital Management LLC, which manages $633 million for 321 clients using a fundamental analysis approach and integrated financial planning, distinguishing him through a personalized and comprehensive advisory service.
Experience: 3 years
Avg account: $2,113,659
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David L
Series 65
Leawood, KS
ViaWealth, LLC
David Larson specializes in wealth management for high-net-worth clients in Kansas, offering expertise in tax strategies for small businesses and retirement plans tailored to business owners. His firm, ViaWealth, LLC, employs a long-term strategic investment approach based on Modern Portfolio Theory and manages over $241 million in assets. Larson's flat-fee and negotiable fee structure, combined with his independent status and five years of industry experience, distinguish him from other advisors in the region.
Experience: 6 years
Avg account: $2,969,193
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Kristin S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Kristin Schroeder specializes in wealth management for high-net-worth clients in Kansas, offering expertise in charitable giving, debt management, and cash flow budgeting. Her firm, Sound Stewardship, LLC, provides customized portfolios with tax-efficient strategies and discretionary management, including Biblically and Socially Responsible investment options. Kristin's flat-fee structure and seven years of experience distinguish her from others, emphasizing personalized, independent advice tailored to complex financial needs.
Experience: 8 years
Avg account: $1,497,994
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Jessi C
CFP®, Series 65
Overland Park, KS
Aspyre Wealth Partners
Jessi Chadd specializes in wealth management for high-net-worth clients in Kansas, offering tailored strategies that integrate active and passive portfolio management with comprehensive financial planning. Her 16 years of experience at Aspyre Wealth Partners, a firm known for combining investment management with accounting and human capital services, distinguishes her approach through a blend of expertise and personalized service.
Experience: 16 years
Avg account: $2,025,353
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Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is well-equipped to assist high-net-worth clients in Kansas with wealth management, leveraging his 10 years of experience and CFP® certification. Working at Moneta Group Investment Advisors, a large firm serving affluent individuals and families, he offers flat-fee financial planning and asset management, emphasizing diversified, multi-asset portfolios and ongoing monitoring, which may appeal to clients seeking comprehensive, team-supported strategies.
Experience: 10 years
Avg account: $5,284,488
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