Top financial advisors working with young 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 starting your career, managing student loans, or planning your first big investments. Without guidance tailored to your stage, it's easy to overlook how early financial choices affect your long-term goals.
- Cash flow focus. Look for advisors who help you balance paying down debt while building savings, not just pushing investments.
- Career growth planning. Ask how they incorporate expected salary changes and job transitions into your financial roadmap.
- Benefit optimization. Confirm they understand employer benefits like 401(k) matches and stock options, and how to use them effectively.
- Goal setting clarity. The best matches help you define clear, achievable milestones rather than vague future plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Barbara D
CFP®
Topeka, KS
Clayton Wealth Partners
Barbara Duncan specializes in advising young professionals in Kansas, offering tailored wealth management and college savings strategies with 16 years of experience and CFP® certification. Her firm uses a discretionary investment approach with model portfolios from aggressive to conservative, including sustainable ESG options, and provides flexible fee structures including a 1.00% AUM fee and hourly consultations, distinguishing her from others by combining expertise in sustainable investing and comprehensive wealth services.
Experience: 16 years
Avg account: $1,078,708
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Kyle H
CFP®
Kansas City, MO
Hill-Top Financial Planning, LLC
Kyle Hill specializes in financial planning for young professionals in Kansas, focusing on cash flow management, college savings, and retirement planning. His decade of experience, CFP® certification, and flat-fee structure make him accessible to millennials starting their financial journeys. Unlike some advisors, Kyle's background includes working in disadvantaged communities and a personal commitment to serving younger clients, offering empathetic guidance tailored to early career financial challenges.
Experience: 11 years
Avg account: $546,727
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Tom K
CFP®, CRPC®
Kansas City, MO
Twin Robins Capital
Tom Kaminski specializes in guiding young professionals in Kansas through complex financial situations involving equity compensation and multiple benefits packages, helping them prioritize competing goals effectively. With 18 years of experience, CFP® and CRPC® certifications, and a flexible fee structure including a flat quarterly subscription and asset-based fees, he offers personalized planning and investment management both locally in Kansas City and virtually, distinguishing him from advisors focused solely on traditional investment approaches.
Experience: 18 years
Avg account: $725,989
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Leah H
Series 63, Series 65
Chicago, IL
Curi Capital, LLC
Leah Hoagland specializes in advising young professionals, offering expertise in ESG and sustainable investing alongside private and alternative investments, which can help balance early career financial goals with ethical considerations. Based in Chicago, she operates through Curi Capital, an independent firm managing $11.6 billion with a long-term investment approach, and offers flexible fee structures including flat fees and a subscription model, distinguishing her from advisors focused solely on traditional asset management.
Experience: 8 years
Avg account: $2,917,438
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