CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Mariner
42yrs
Michael O'NeillFinancial advisor
5700 W. 112th Street Suite 500
Overland Park, KS 66211
Top 1% by experience at Mariner
CPA/PFSChFCFiduciary
Creative Planning
Top 1% by experience at Creative Planning
CFP®CPA/PFS
Rubinbrown Advisors
39yrs
Kevin McGrewFinancial advisor
4000 W. 114th Street Suite 160
Leawood, KS 66211
Top advisor by experience at Rubinbrown Advisors
CFACFP®CPA/PFS
Stifel, Nicolaus & Company
38yrs
Rodney MillerFinancial advisor
4910 Corporate Centre Drive Suite 104
Lawrence, KS 66047
Top 4% by experience in Lawrence
CPA/PFSFiduciary
Focus Partners Wealth
Top 5% by experience at Focus Partners Wealth
CPA/PFS
Creative Planning
33yrs
John EdgarFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 4% by experience at Creative Planning
CPA/PFSFiduciary
Retirement Resources
32yrs
Norman HarpFinancial advisor
4901 West 136th St
Leawood, KS 66224
Top 11% by experience in Kansas
CPA/PFSFiduciary
Strategic Asset Management
Top 18% by experience in Kansas
CPA/PFSFiduciary
LPL Financial
28yrs
Theresa YoungFinancial advisor
5500 SW 7th Street Suite B
Topeka, KS 66606
Top 16% by experience in Topeka
CPA/PFSFiduciary
LPL Financial
27yrs
Mark YoungFinancial advisor
5500 SW 7th St. Suite B
Topeka, KS 66606
Top 17% by experience in Topeka
CPA/PFSChFCFiduciary
Creative Planning
27yrs
Douglas HuntFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 11% by experience at Creative Planning
CFP®CPA/PFS
Adamsbrown Wealth Consultants
25yrs
Justin MitchellFinancial advisor
358 N Main Street Suite 100
Wichita, KS 67202
Top 13% by experience at Adamsbrown Wealth Consultants
CPA/PFSFiduciary
Adamsbrown Wealth Consultants
Top 24% by experience in Kansas
CPA/PFS
Creative Planning
25yrs
Scot RocheFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 15% by experience at Creative Planning
CPA/PFSFiduciary
Davis Financial Management
24yrs
Matthew DavisFinancial advisor
7381 W 133rd Street Suite 226
Overland Park, KS 66221
More experience than 73% of advisors in Overland Park
CFP®CPA/PFSFiduciary
Creative Planning
23yrs
Roger WardFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 19% by experience at Creative Planning
CFP®CPA/PFS
Strategic Asset Management
More experience than 70% of advisors in Kansas
CFP®CPA/PFSFiduciary
Cabin Advisors
More experience than 70% of advisors in Overland Park
CPA/PFSFiduciary
Kornitzer Capital Management
22yrs
Barry KosterFinancial advisor
5420 West 61st Place
Mission, KS 66205
More experience than 70% of advisors in Mission
Creative Planning
22yrs
Stuart SmithFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 22% by experience at Creative Planning
CPA/PFSFiduciary
CGN Advisors
19yrs
Theresa RowlandFinancial advisor
512 Poyntz Ave Suite 120
Manhattan, KS 66502
More experience than 71% of advisors in Manhattan
CFP®CPA/PFSFiduciary
Creative Planning
13yrs
Jenifer PrattFinancial advisor
5454 W. 110th Street
Overland Park, KS 66211
More experience than 54% of advisors at Creative Planning
CFP®CPA/PFSFiduciary
Adamsbrown Wealth Consultants
9yrs
Jude FoxFinancial advisor
718 Main Street Suite 224
Hays, KS 67601
9 years in the industry
CPA/PFSFiduciary
Tessara Wealth
9 years in the industry
CFP®CPA/PFS