Seasoned 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.
You might be navigating career growth, family planning, or retirement goals unique to women professionals. Without an advisor who understands these specific challenges, you risk missing opportunities that align with your personal and professional priorities. Seasoned advisors bring decades of experience, helping you anticipate and manage these complexities effectively.
- Career lifecycle insight. Look for advisors who recognize how career breaks or shifts common among women professionals impact financial planning.
- Holistic risk management. Confirm they address risks like income interruption or caregiving responsibilities that can affect your financial security.
- Retirement readiness. Ask how they tailor retirement strategies considering factors like longevity and potential wage gaps.
- Work-life balance considerations. Ensure they incorporate your personal goals alongside financial objectives, not treating them as separate issues.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julia H
Series 66
Leawood, KS
Merrill
Julia Hyde's 25 years of experience and focus on women professionals in Kansas make her well-equipped to address the unique financial challenges faced by women executives and business owners. As a Senior Financial Advisor at Merrill, she offers expertise in retirement income strategy, college savings, and special needs planning, with a fee structure of 1.10% AUM for managed strategies under $2 million, distinguishing her through a comprehensive, client-focused approach within a large firm setting.
Experience: 26 years
Avg account: $860,085
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Charles B
CFP®, Series 63, Series 65
Boulder, CO
Mercer Global Advisors Inc.
Charles Breuch's 29 years of experience and CFP® certification equip him to address the financial complexities faced by women professionals, including career lifecycle and retirement planning. Based in Boulder, CO, he works with Mercer Global Advisors, a large firm employing Modern Portfolio Theory for globally diversified portfolios, and offers flat-fee and AUM-based pricing, which may appeal to high-net-worth clients seeking tailored investment strategies beyond typical regional advisors in Kansas.
Experience: 29 years
Avg account: $2,214,259
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Lance B
Series 63, Series 65
Salina, KS
RFG Advisory, LLC
Lance Billings offers seasoned financial guidance tailored to women professionals in Kansas, leveraging 36 years of experience and expertise in annuities, options, and tax-loss harvesting. Operating independently at RFG Advisory, LLC, he provides flexible fee structures including flat fees for planning and consulting, and manages portfolios with both active and passive strategies, distinguishing him from advisors with more limited service models or fee options.
Experience: 37 years
Avg account: $295,694
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