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Showing 1 - 5 of 5 results
ADVISORS EXCEL, LLC
ADVISORS EXCEL, LLC
Topeka, Kansas
500+ employees
Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing"​ - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.
Retirement Benefits Rank
Market Laggard
CLAYTON FINANCIAL SERVICES, INC.
CLAYTON FINANCIAL SERVICES, INC.
Topeka, Kansas
1-24 employees
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-only—meaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients’ interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: • Pre-retirees and retirees • Young and mid-career professionals • Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP®, CFA®, FPQP®, and CIMA® designations. Our services include: • Asset management • Financial goal planning • Retirement planning • Employee benefit package analysis • Tax review and optimization • Higher education funding • Charitable giving • Insurance review • Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients’ life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.
Retirement Benefits Rank
Top Benefits
LFS WEALTH ADVISORS, LLC
LFS WEALTH ADVISORS, LLC
Lenexa, Kansas
1-24 employees
Lighthouse Financial Strategies is a financial services company based out of United States.
Retirement Benefits Rank
Market Leading
THE PERSPECTIVE GROUP, LLC
THE PERSPECTIVE GROUP, LLC
Lawrence, Kansas
1-24 employees
We are your trusted partner; we're here to provide valuable perspective and to help you navigate real-life situations and choices. We are a certified B-Corp(R) and we believe in putting profits, the planet, and purpose side-by-side. Our services include holistic financial planning, managing purpose-built portfolios, integration of your portfolio and tax situation, stress testing, risk assessments and proactive mitigation of risks. We also help you to connect the dots with attorneys, CPAs, insurance agents, and other pros. Securities offered through LPL Financial, For a hyperlink SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through The Perspective Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with The Perspective Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Leading
RADEMACHER FINANCIAL, INC.
RADEMACHER FINANCIAL, INC.
Lawrence, Kansas
1-24 employees
This page is a publication of Rademacher Financial, Inc., a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Retirement Benefits Rank
Market Laggard