Best Financial Advisors in Lawrence, KS

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

Glass Consulting

Glass Consulting

(10)
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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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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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 #141, Lawrence, KS
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Rademacher Financial

Rademacher Financial

FOR Individuals, FOR Businesses
“Upon passing the bar, many attorneys are not properly equipped to handle the rigors of “hanging a shingle” and starting their own legal business. As such, many attorneys find employment inside existing law firms only to be disenchanted a few years la...”
In Business Since 2003
Free Initial Consultation
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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O'Connor Advisory Group

O'Connor Advisory Group

Financial Planning, Investment Planning, Retirement Planning
“At O'Connor Advisory Group, you the client are the priority. We pride ourselves in being a “needs based” financial services firm. Each client has a unique plan to fit their own unique set of circumstances. We do not require a “Minimum amount of inves...”
In Business Since 2020
2201 W 25th St Suite V2, Lawrence, KS
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Mooberry Financial Management

Mooberry Financial Management

(1)
“The best.”
In Business Since 2006
901 Kentucky St # 202, 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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Probitas Wealth

Probitas Wealth

“We at Probitas Wealth, LLC form the foundation of our business through dedication to honesty, transparency, and independence. Building and maintaining a mutual trust with our clients is the key to achieving each family's lifetime goals.”
In Business Since 2015
4500 Bob Billings Pkwy, Lawrence, KS
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Clockwork Financial

Clockwork Financial

In Business Since 1995
3311 Clinton Pkwy Ct, Lawrence, KS
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ECT Advisory

ECT Advisory

“ECT Advisory, LLC is a Registered Investment Advisor based in Lawrence, KS and is currently registered in the States of Kansas and Florida.”
In Business Since 2013
5714 Longleaf Dr, 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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Infinitas

Infinitas

“We celebrate our impact on the lives of our clients and community. We put the people in and outside of Infinitas first before everything else; investing in communities and dedicating ourselves to you. Through our charitable giving efforts and volunte...”
In Business Since 2016
901 Kentucky St Suite 204, 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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Walker Financial

Walker Financial

In Business Since 2016
1735 N 1062 Rd, Lawrence, KS
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Shield and Compass

Shield and Compass

In Business Since 2022
120 E 9th St Suite 108, Lawrence, KS
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Harper Financial Strategies

Harper Financial Strategies

“We all know there are twists and turns in life, and here at Harper Financial Strategies LLC, we help you plan ahead and balance your financial needs now, while protecting your future.”
In Business Since 2016
4500 Bob Billings Pkwy STE 104, Lawrence, KS
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The Capital Concierge | Financial Planning

The Capital Concierge | Financial Planning

“With working with us you'll be provided with the exclusivity of the concierge experience, backed by a network of people, with an individualized approach.”
In Business Since 2021
3200 Mesa Way, Lawrence, KS
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Plus Accounting

Plus Accounting

(1)
Business Valuations, Bookkeeping, Payroll Services
“Everything is done in a timely manner and she does the upmost to make sure everything is done correctly.”
In Business Since 2002
Serving Lawrence Area
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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
805 New Hampshire Street, Lawrence, KS,
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American Tax Service

American Tax Service

(24)
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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Simply Solutions

Simply Solutions

(8)
Home, File Upload, Clientsfile Upload
“Brandon helped my brother and I set up our accounting functions for our new business venture nearly 2 years ago and still take care of our Sales Tax requirements as well as other essential functions on a monthly basis.”
In Business Since 2016
3615 SW 29th St #102, Topeka, KS
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Mize Cpas

Mize Cpas

(2)
State and Local Tax, Financial Reporting, Tax Preparation and Planning
“Our accountant, Rob Bish, has been very thorough in the process of tax planning and answering any questions regarding our books.”
In Business Since 2019
Transparent Fees & Pricing
534 S Kansas Ave Ste 400, 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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