Best Financial Advisors in Lawrence, KS

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Lawrence area.

Benjamin L. Miller, CPA

Benjamin L. Miller, CPA

(40)
Services For Individuals, Tax Services, Business Services
“But the most important component of our relationship is that he is honest and I know that when he does my tax preparation and filing, I can sleep well knowing that everything was done by the book.”
In Business Since 2017
Transparent Fees & Pricing
Accepts Cash, Check, Paypal
Free Initial Consultation
945 Highland Dr, Lawrence, KS
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Glass Consulting

Glass Consulting

(9)
Business Services, Services For Quickbooks, Tax Services
“I am SO glad to have relinquished my business bookkeeping over to them also, it has taken so much off of my plate and allowed me to focus on what I do best, design services!”
In Business Since 2013
Free Initial Consultation
Transparent Fees & Pricing
4500 Bob Billings Pkwy, Lawrence, KS 66049
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Stonecreek Accounting

Stonecreek Accounting

(11)
  • Money
  • Tax Return
  • Small Business
“I'm someone who wants to understand all the different moving pieces when it comes to taxes for my small business and they've been so patient with me taking the time to go through my entire tax returns, plus help guide on what they think the next best...”
In Business Since 2015
2201 W 25th St Ste V, Lawrence, KS
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O'Connor Advisory Group

O'Connor Advisory Group

(3)
Financial Planning, Investment Planning, Retirement Planning
“Bryan was open and honest, connecting us with the right resources and service to meet our unique needs.”
In Business Since 2020
2201 W 25th St Suite V2, Lawrence, KS
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Living Wealth

Living Wealth

(3)
“I discovered them two months ago and started listening to their original starting podcasts from the beginning while driving to and from work and I have already listened to them all and patiently wait for their next biweekly episodes of great IBC info...”
In Business Since 2002
Free Initial Consultation
3110 Mesa Way # A, Lawrence, KS
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The McFadden Group - Brenda McFadden CPA

The McFadden Group - Brenda McFadden CPA

(4)
  • Taxes
“We started working with her when our taxes became too complex for us to deal with on our own, and the comparison in the beginning (our filings vs.”
In Business Since 1999
616 Vermont St Ste A, Lawrence, KS
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The Capital Concierge | Financial Planning

The Capital Concierge | Financial Planning

(3)
  • Team
“Not just for investments but tips on running my business and what I can do to make and save more money.”
In Business Since 2021
3200 Mesa Way, Lawrence, KS
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Bowersock Capital Partners

Bowersock Capital Partners

(1)
“Every member of this organization with whom I have had contact over a period of more than two decades has been knowledgeable and helpful.”
In Business Since 2020
611 W 9th St, Lawrence, KS
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Walker Financial

Walker Financial

(1)
“Took great care of my family!”
In Business Since 2016
1735 N 1062 Rd, Lawrence, KS
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Kaylin Dillon Financial Planning

Kaylin Dillon Financial Planning

(1)
“I really appreciate everything she has done and can't wait to work with her in the future!”
In Business Since 2021
1031 Vermont St Ste. 141, Lawrence, KS
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Great Plains Financial Group

Great Plains Financial Group

(1)
“Highly qualified financial planners that care about you and your family.”
In Business Since 2005
3310 Mesa Way suite 101, Lawrence, KS
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Intellicents

Intellicents

(1)
“Best ever to plan for your future!!”
In Business Since 2002
CFP Certified
211 E 8th St E, Lawrence, KS
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Rademacher Financial

Rademacher Financial

FOR Individuals, FOR Businesses
“Our team is here to help you reach your financial goals. It has taken nearly 25 years for us to curate our distinctive team. We are a small team that is big on long road trips, snuggly dogs, and happy hours on a quiet Friday afternoon. We are here to...”
In Business Since 2003
1505 Kasold Dr, Lawrence, KS
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The Perspective Group

The Perspective Group

Philanthropic Planning, Legacy Planning, Investment Advice
In Business Since 2005
900 Massachusetts St UNIT 602, Lawrence, KS
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Mooberry Financial Management

Mooberry Financial Management

(2)
“I can't say anything more to say that for what they do and how they do it I can't imagine a better group of people to work with for my taxes each year!”
In Business Since 2006
901 Kentucky St # 202, Lawrence, KS
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Secure Financial Services

Secure Financial Services

“I don't throw out the “hot” product of the day. After I listen to what my clients need, I'll suggest some sort of analysis to address the customer's concerns and interests. That's because I'm independent, and I put my clients' needs first, no matter ...”
In Business Since 2010
4840 Bob Billings Pkwy # 101, Lawrence, KS
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Mattern Wealth Management

Mattern Wealth Management

“We aim to combine wealth enhancement, protection and transfer to provide a personalized experience for our clients. And, in working hard to provide a sense of security and freedom by planning with you, we also believe in:”
In Business Since 2019
1811 Wakarusa Dr STE 103, Lawrence, KS
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ECT Advisory

ECT Advisory

“6 Russell Square Drive Middletown, DE 19709 | 407-948-1771 | [email protected]
In Business Since 2013
5714 Longleaf Dr, Lawrence, KS
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Clockwork Financial

Clockwork Financial

“Suppose you aren't familiar with Infinite Banking. In that case, it's time to discover this amazing financial strategy that puts the power of your Life Insurance death benefit in your hands to borrow money from yourself.”
In Business Since 2004
3311 Clinton Pkwy Ct, Lawrence, KS
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Brush Creek Partners

Brush Creek Partners

In Business Since 2013
3320 Mesa Way, Lawrence, KS
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Harper Financial Strategies

Harper Financial Strategies

“After you're done, We'll send you a short video explaining your scorecard and 3 things you could do right now to improve your finances. No strings attached! You will get the video and then decide on what's next.”
In Business Since 2016
4500 Bob Billings Pkwy STE 104, Lawrence, KS
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Miller Retirement Group

Miller Retirement Group

(2)
“Now that I am 60 I never thought I would change investors, but after the last of 3 different advisors from the same company jumped ship.”
In Business Since 2013
Licensed, BBB Accredited
805 New Hampshire Street, Lawrence, KS,
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Fiscal Therapy Financial Coaching

Fiscal Therapy Financial Coaching

(5)
  • Debt
  • Pay
  • Goals
“We still are working on our debt snowball, but with Zack's guidance we feel much more confident in our plan of attack and know we're paying off debt in the most efficient way possible.”
In Business Since 2012
Serving Lawrence Area
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American Tax Service

American Tax Service

(25)
Insurance, Financial and Retirement Planning, Tax Management Services
“Nine years later, it is comforting to know that we can always turn to them with more in-depth questions, making sure we are on-track, that we are being compliant and helping us growing our business year-after-year.”
In Business Since 2008
Licensed, BBB Rating: A+
420 SE 29th St Suite A, Topeka, KS
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Retirement Planning and Investment Management Services in Lawrence, KS Cost Estimates

Minimum cost
$1161
Maximum cost
$9862
National Average
$3481
Avg Per Hour Rates
$349
$2321
$6381
Fair price range is based on 420 cost profiles
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Average Cost $3481
Minimum cost $1161
Maximum cost $9862
Avg Per Hour Rates $349

Fair range $2321 to $6381 is based on 420 cost profiles.

Why these companies made our list

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