Top financial advisors in Salina, 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 Salina, KS, you might need an advisor who understands how to plan for passing these assets to the next generation. Without this expertise, you risk costly tax mistakes or family disputes that can arise from unclear succession plans.
- Succession planning knowledge. Look for advisors who can explain how they help transfer farm or business ownership smoothly and fairly.
- Tax strategy insight. Confirm they understand local and federal tax rules affecting agricultural land and family businesses.
- Family dynamics awareness. Ask how they handle sensitive conversations to keep family relationships strong during transitions.
- Long-term focus. Ensure they consider your goals across multiple generations, not just immediate financial outcomes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua C
Series 66
Salina, KS
Ameriprise
Joshua Chapman in Salina, KS, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement who need income planning. Affiliated with Ameriprise, a large firm offering diverse advisory and insurance solutions, he brings five years of experience and a 0.15% AUM fee, distinguishing him with a focus on tax-efficient, research-driven retirement planning.
Experience: 6 years
Avg account: $471,167
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Julie W
Series 66
Salina, KS
Cambridge Investment Research Advisors
Julie Weems brings 25 years of experience and a Series 66 license to clients in Salina, KS, with expertise in retirement income strategies and plans for business owners, which can support succession planning for family businesses. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse client services, she also has direct involvement in local business operations, providing practical insight into family business dynamics.
Experience: 25 years
Avg account: $378,281
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Lance B
Series 63, Series 65
Salina, KS
RFG Advisory, LLC
Lance Billings brings 36 years of experience in Salina, KS, with expertise in tax-loss harvesting and options strategies, which can support complex succession and tax planning for agricultural land or family businesses. His firm, RFG Advisory, offers both active and passive investment approaches and negotiates flat fees for planning services, providing flexibility compared to advisors with only asset-based fees.
Experience: 37 years
Avg account: $295,694
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Jamie P
Series 66
Salina, KS
Edward Jones
Jamie Pedigo in Salina, KS, specializes in multi-generational wealth transfer and tax-loss harvesting, which are crucial for managing agricultural land and family business succession. Affiliated with Edward Jones, a large full-service wealth management firm, he offers advisory programs with an annual fee up to 1.35%, bringing a background in healthcare and community services to his financial planning approach.
Experience: 1 year
Avg account: $246,728
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Eric H
Series 66
Salina, KS
LPL Financial
Eric Hawk in Salina, KS, offers expertise in wealth management and retirement plans for business owners, which is valuable for clients with family businesses or agricultural land. His flat-fee structure and affiliation with LPL Financial, a large firm with extensive resources, differentiate him by providing access to broad investment solutions and a diverse client base, including high-net-worth households.
Experience: 10 years
Avg account: $399,489
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