Fiduciary advisors in Lawrence, KS

Lawrence, Kansas

Allworth Financial is a fiduciary advisory firm based in Lawrence, Kansas, serving clients throughout the greater Kansas City and Topeka regions for more than 30 years. The firm provides financial planning and investment management with a focus on retirement planning, combining in-house expertise across investments, tax planning, estate planning, and insurance into integrated client strategies. The team operates from an office on Clinton Parkway and structures its approach around customized planning that accounts for changing circumstances and market conditions.

Lawrence, Kansas

Core Concepts is a financial advisory firm in Lawrence, Kansas that operates under a fiduciary standard regardless of the fee arrangement selected by clients. The firm employs its LEAP Process to analyze client circumstances across six core financial areas and develop a long-term financial plan. The firm provides financial planning services informed by its advisors' professional experience.

Lawrence, Kansas

Merit Financial Advisors is an investment advisory firm in Lawrence, Kansas. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Lawrence, Kansas

O'Connor Advisory Group, founded by Bryan O'Connor in Lawrence, Kansas, provides financial planning, investment management, and insurance analysis with a focus on retirement income planning and Social Security optimization. The firm operates independently and does not impose minimum investment requirements, serving clients on a needs-based approach. Bryan O'Connor, a financial advisor since 2004, holds Series 6, 63, and 65 registrations through LPL Financial, along with life and health insurance licenses across multiple states.