Best Financial Advisors in Lawrence, KS

24 firms listed · 21 in Lawrence · 3 open weekends · 15 rated 4.5+

Data verified October 16, 2026

Benjamin L. Miller, CPA

Benjamin L. Miller, CPA

(40)
  • Business Taxes
  • Patient
  • Questions
“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 2015
Transparent Fees & Pricing
Accepts Cash, Check, Paypal
Free Initial Consultation
945 Highland Dr, Lawrence, KS
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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)
“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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The 24 firms listed for Lawrence, KS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lawrence, KS

Of the 24 firms we list here, 21 are in Lawrence itself and 3 come from Topeka (2, 24 mi). 16 of the firms on this page have a rating, from 4.2 to 5.0 across 130 reviews; 15 are rated 4.5 or higher. 3 are open on Saturdays. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 19 have ten or more years of experience, the longest 27 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Lawrence take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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
i
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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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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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

In Business Since 2003
1505 Kasold Dr, Lawrence, KS
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The Perspective Group

The Perspective Group

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 2005
901 Kentucky St # 202, Lawrence, KS
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Mattern Wealth Management

Mattern Wealth Management

In Business Since 2019
1811 Wakarusa Dr STE 103, Lawrence, KS
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Secure Financial Services

Secure Financial Services

In Business Since 2010
4840 Bob Billings Pkwy # 101, Lawrence, KS
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ECT Advisory

ECT Advisory

In Business Since 2013
5714 Longleaf Dr, Lawrence, KS
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Clockwork Financial

Clockwork Financial

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

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
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
18 mi from Lawrence
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American Tax Service

American Tax Service

(25)
  • Company
  • Questions
  • Team
“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
BBB Rating: A+
Topeka, KS · 24 mi from Lawrence
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Harvest Financial Group

Harvest Financial Group

(1)
“We're going to set up initial consultation”
In Business Since 2000
Topeka, KS · 24 mi from Lawrence
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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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