Kansas Financial Advisors

Financial planning and investment management are important in protecting wealth and reaching personal financial goals for Kansas business owners, well-positioned individuals, and families. Many hesitate to work with a financial planner because of past experiences where value and guidance were limited. You may have concerns about being sold a one-size-fits-all investment vehicle rather than a customized, holistic plan that prioritizes your immediate and long-term objectives.

In today’s world, a comprehensive financial plan must focus on you and your goals while including investment options with an acceptable risk tolerance. You should also expect regular communication with your financial advisor and ongoing check-ins to review performance, discuss ideas, and navigate changes that may impact progress toward your goals.

For this reason, working with a Kansas wealth management consultant focused on understanding individual needs, preferences, and goals is essential before determining the most effective and practical options.

Kansas Wealth Management Experience

Adams Brown Wealth Consultants is a top-rated wealth management and financial planning firm with experience helping businesses, business owners and families navigate financial and retirement planning. As true holistic advisors focused on the whole picture, we focus on protecting your wealth, working together to help achieve your goals and educating you on appropriate investment options while regularly monitoring results. Whether this is your first time seeking financial planning guidance or you are looking for a new advisor, our team stands ready to assist.

Kansas Financial Planning Services

Insurance & Risk Management Solutions — Help ensure your goals and wishes are met with disability income insurance, life insurance, long-term care insurance, and key person insurance.
Personal Financial Planning & Wealth Management — Holistic financial planning can open up many possibilities now and in the future. Solutions include cash flow planning, debt management, investment solutions, retirement planning, estate planning and business succession planning.
Investment Services — Various investment options include bonds, stocks, exchange-traded funds, index funds, treasury bills, government securities, treasury notes and variable annuities.
Retirement Plans — Services range from startup, selection and implementation of a first-time plan or switching to a new provider.

Map of Kansas

Kansas Wealth Management Advisors

Clark Armor

Group Benefits Advisor

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Bill Bequette

Group Benefit Consultant

Associate Wealth Consultant

Principal, Managing Wealth Consultant

Principal, High Net Worth Industry Leader

About Kansas (KS)

The Kansas business community is rich with history and showcases a diverse economy driven by resilience, innovation and a deep connection to the land. Kansas has long been celebrated for its agricultural economy. This legacy, deeply rooted in its soil, has Kansas known worldwide as a leading force in farming, especially for wheat, corn and soybeans. Agriculture here is not just a sector; it’s a way of life that fuels the state’s economy and nurtures its communities.

However, the economic tapestry of Kansas is far from monochromatic. Beyond the vast farmland, the state has dynamically embraced growth in various other sectors. Manufacturing and aerospace have become significant engines of progress, positioning Kansas as a key player in these industries on the national stage. The state’s central location and robust transportation network make it an attractive hub for manufacturing because of its strategic advantage for companies looking to distribute products across the country and beyond.