Top financial advisors in Lawrence, KS
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 need a financial advisor in Lawrence, KS if you're managing agricultural land or planning to pass down a family business. Without expertise in these areas, advisors can overlook key tax and legal details that affect your long-term wealth.
- Agricultural land insight. Confirm how they handle land valuation, tax implications, and income variability unique to farming.
- Family business succession. Ask about their approach to transferring ownership smoothly while minimizing family conflicts and tax burdens.
- Local market knowledge. Advisors familiar with Lawrence's economic landscape can better align your plan with regional opportunities and risks.
- Experience with rural assets. Ensure they understand the complexities of rural property and business assets beyond standard investment advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Phillip R
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Phillip Rademacher's 34 years of experience and CFP® certification equip him to address complex issues like business succession and retirement plans for business owners in Lawrence, KS. His firm offers a flat-fee structure and discretionary portfolio management, serving a diverse client base including trusts and corporations, which distinguishes him from advisors with narrower focuses or different fee models.
Experience: 34 years
Avg account: $568,489
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Steven H
Series 66
Lawrence, KS
Ameriprise
Steven Hanna's 21 years at Ameriprise equip him to support clients in Lawrence, KS, focusing on retirement income strategies and Social Security optimization, which can be crucial for those managing agricultural or family business wealth. His experience at a large firm offering detailed, tax-efficient retirement planning reports distinguishes him from others by providing structured, research-backed guidance for clients approaching retirement with significant assets.
Experience: 21 years
Avg account: $471,167
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Douglas S
Series 66
Lawrence, KS
LPL Financial
Douglas Stephens offers expertise in wealth management and retirement plans for business owners, which is valuable for managing family business succession and agricultural land in Lawrence, KS. His affiliation with Nations Financial Group, a large firm providing diverse investment advisory services, and his flat-fee financial planning option distinguish him from other advisors in the area.
Experience: 13 years
Avg account: $399,489
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Kathryn O
Series 63, Series 66
Lawrence, KS
Sanctuary Advisors, LLC
Kathryn Olds brings 25 years of experience and specializes in business exit and retirement income strategies, which are crucial for managing family business succession and agricultural land in Lawrence, KS. Working with Sanctuary Advisors, a large firm offering flat-fee and negotiated hourly financial planning, she supports diverse clients including trusts and estates, providing tailored investment programs through a network of independent advisors.
Experience: 25 years
Avg account: $1,618,113
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Ryan G
Series 66
Lawrence, KS
Cetera
Ryan Gausman offers financial planning and consulting with flat fees negotiated directly with clients, suitable for those managing complex retirement plans or charitable giving in Lawrence, KS. His affiliation with Cetera, a large firm providing diverse investment solutions and serving high-net-worth clients, distinguishes him from others by combining personalized service with broad institutional resources.
Experience: 1 year
Avg account: $306,089
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