Top financial advisors in Pittsburg, 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.
If you own agricultural land or a family business in Pittsburg, KS, you need an advisor who understands the unique challenges of passing these assets to the next generation. Without this expertise, you risk costly tax mistakes or disputes that can disrupt your family's legacy.
- Succession planning insight. Look for advisors who can navigate the complexities of transferring farmland or business ownership smoothly.
- Tax strategy knowledge. Confirm they understand local and federal tax rules affecting agricultural and family business transfers.
- Family dynamics awareness. Ask how they handle differing family member interests to prevent conflicts during succession.
- Long-term focus. Ensure they plan beyond immediate transfers, considering ongoing management and financial stability for your heirs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wesley H
CFP®, Series 63, Series 66
Pittsburg, KS
Edward Jones
Wesley Hamblin's 12 years of experience and CFP® certification equip him to address the complexities of multi-generational wealth transfer and tax-loss harvesting, crucial for agricultural land and family business succession in Pittsburg, KS. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a structured program fee up to 1.35% annually, providing access to extensive resources and a broad investment network compared to smaller firms.
Experience: 12 years
Avg account: $246,728
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Randall S
Series 63, Series 65
Pittsburg, KS
Concurrent Investment Advisors, LLC
Randall Sauer offers extensive expertise in wealth management and retirement plans for business owners, making him well-suited to address the complexities of succession planning for agricultural land and family businesses in Pittsburg, KS. His firm, Concurrent Investment Advisors, operates at enterprise scale with a long-term investment approach, providing flexible fee structures including flat fees and project-based pricing, which may appeal to clients seeking tailored financial planning solutions.
Experience: 38 years
Avg account: $1,183,802
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Joseph P
Series 63, Series 65
Pittsburg, KS
LPL Financial
Joseph Paulie in Pittsburg, KS, offers expertise in wealth management and retirement plans for business owners, supported by 23 years of experience and Series 63 and 65 licenses. Affiliated with LPL Financial, a large firm providing extensive advisory services, he charges flat fees for financial planning, which may appeal to clients seeking predictable costs alongside seasoned guidance.
Experience: 24 years
Avg account: $399,489
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George B
Series 63, Series 65
Pittsburg, KS
OSAIC
George Barberich's 30 years of experience and Series 63 and 65 licenses position him well to address the complexities of succession planning for agricultural land and family businesses in Pittsburg, KS. Affiliated with OSAIC, a large firm offering diverse investment products and comprehensive portfolio tools, he provides flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fee structures and seasoned guidance.
Experience: 30 years
Avg account: $398,336
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Shane P
Series 63, Series 65
Pittsburg, KS
Wells Fargo Clearing
Shane Peak's 23 years of experience and Series 63 and 65 licenses position him well to address the complexities of succession planning for agricultural land and family businesses in Pittsburg, KS. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven advisory services and retirement plan consulting, he provides flat-fee and AUM-based fee structures, catering to high-net-worth clients with a focus on long-term financial stability.
Experience: 23 years
Avg account: $475,575
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