Top financial advisors in Winfield, 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 Winfield, 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 family disputes that can erode your legacy.
- Succession planning insight. Look for advisors who can navigate the complexities of transferring agricultural land and business interests smoothly.
- Tax strategy knowledge. Confirm they understand local and federal tax rules affecting farm and family business transfers.
- Family dynamics awareness. Ask how they help manage communication and expectations among family members during succession.
- Long-term vision. Ensure they consider your goals beyond immediate tax savings, focusing on preserving wealth across generations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Travis C
Series 63, Series 66
Arkansas City, KS
Raymond James Financial
Travis Combs offers expertise in business succession planning and cash flow budgeting, which is crucial for managing agricultural land and family business transfers near Winfield, KS. His 15 years of experience at Raymond James Financial, a large firm with flat-fee options, supports diverse clients including business owners, providing structured, non-discretionary financial planning and investment consulting.
Experience: 16 years
Avg account: $700,796
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Raymond S
Series 66
Winfield, KS
Edward Jones
Raymond Stewart's expertise in multi-generational wealth transfer and tax-loss harvesting suits clients in Winfield, KS, looking to manage agricultural land or family business succession. Working with Edward Jones, a large firm with a broad network, he offers a comprehensive wealth management approach and charges up to 1.35% annually, differentiating him from advisors with smaller firm affiliations or different fee structures.
Experience: 6 years
Avg account: $246,728
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Logan W
Series 66
Winfield, KS
Cetera
Logan Weakley in Winfield, KS, offers expertise in wealth management and tax-loss harvesting, which can support complex succession planning for agricultural land and family businesses. His role as a trust officer and affiliation with Cetera, a large firm providing diverse portfolio management and fiduciary services, distinguishes him by combining personalized flat-fee planning with institutional resources.
Experience: 4 years
Avg account: $306,089
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Jeffrey B
Series 63, Series 65
Arkansas City, KS
Ameritas Advisory Services, LLC
Jeffrey Bryant's 36 years of experience and affiliation with Ameritas Advisory Services, a large firm offering fee-based asset management and retirement-plan advisory, equip him to address complex succession and tax planning needs for agricultural land and family businesses near Winfield, KS. His flat-fee and hourly financial planning options provide flexible cost structures, distinguishing him from advisors who may rely solely on asset-based fees.
Experience: 36 years
Avg account: $448,118
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John D
Series 63, Series 65
Winfield, KS
LPL Financial
John Donaldson in Winfield, KS, offers financial planning with a flat-fee structure through LPL Financial, a large firm serving diverse clients including business owners. His background as a founder and business owner complements his expertise in retirement plans for business owners and tax-loss harvesting, which may assist in managing succession and tax strategies for family businesses and agricultural land.
Experience: 1 year
Avg account: $399,489
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