Top financial advisors working with women professionals 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're a woman professional navigating career growth, family planning, or retirement goals, you need an advisor who understands the unique financial challenges you face. Without this insight, you might miss opportunities to optimize benefits or manage work-life financial trade-offs effectively.
- Career stage awareness. Look for advisors who tailor advice to your current career phase, whether you're climbing the ladder, switching roles, or planning for retirement.
- Work-life balance insight. Ask how they incorporate family planning, caregiving, or personal priorities into your financial plan.
- Investment approach. Confirm they consider your risk tolerance and time horizon in the context of your professional and personal goals.
- Compensation nuances. Ensure they understand your compensation structure, including bonuses, stock options, or other benefits common in your field.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erica N
Series 66
Wichita, KS
Edward Jones
Erica Nix specializes in advising women professionals in Kansas, with expertise in retirement plans for business owners, college savings, and general retirement planning, making her well-suited to address career and financial planning needs unique to this group. Working at Edward Jones, a large full-service wealth management firm, she offers a comprehensive advisory program with a fee structure up to 1.35% annually, and brings a background in business ownership and trustee experience, distinguishing her from peers.
Experience: 2 years
Avg account: $246,728
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Julia H
Series 66
Leawood, KS
Merrill
Julia Hyde specializes in serving women professionals in Kansas, offering expertise in retirement income strategy, college savings, and special needs planning, which aligns well with the financial challenges faced by women navigating career growth and family planning. As a seasoned advisor at Merrill Lynch with 25 years of experience and a 1.10% AUM fee structure, she provides personalized, holistic wealth management, distinguishing her from others by combining large-firm resources with deep local roots in the Kansas City area.
Experience: 26 years
Avg account: $860,085
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Nathan R
Series 66
Salina, KS
RFG Advisory, LLC
Nathan Reynolds is equipped to support women professionals in Kansas by integrating his expertise in annuities, options, and tax-loss harvesting with a clear understanding of compensation nuances common among executives and business owners. His firm, RFG Advisory, offers both flat-fee financial planning and discretionary portfolio management, blending active and passive investment strategies, which may appeal to clients seeking flexible fee structures and comprehensive advisory services.
Experience: 10 years
Avg account: $295,694
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Melissa E
CFP®, CDFA®
Overland Park, KS
Sapphire Wealth Planning LLC
Melissa Ellis is well-equipped to support women professionals in Kansas by offering expertise in retirement planning, college savings, and wealth management, all tailored to Gen X clients. Her flat-fee structure combined with negotiable AUM fees provides flexible payment options. As a CFP® and Certified Divorce Financial Analyst™, she brings valuable insight into financial planning during life transitions, distinguishing her from other advisors in the region.
Experience: 17 years
Avg account: $116,106
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Joann H
CFP®, PFS™
Lenexa, KS
Tessara Wealth
Joann Huber specializes in advising women professionals in Kansas, offering expertise in retirement planning, cash flow management, and college savings strategies. She provides flat-fee comprehensive financial planning with a one-time onboarding fee and hourly options, serving young-to-mid-career professionals and business owners. Her firm employs a passive investment approach using diversified low-cost funds, distinguishing her through a blend of personalized planning and cost-effective investment management.
Experience: 7 years
Avg account: $1,135,563
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