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Financial Advisors in Lawrence, KS

How to choose a financial advisor in Lawrence

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Eric Glenn

Financial Advisor

Ae Wealth Management, Llc

Lawrence, KS

ProfileNo contact yet

Lisa Mange

Financial Advisor

Triad Wealth Partners, Llc

Lawrence, KS

ProfileNo contact yet

Caleb Regan

Financial Advisor

Mattern Wealth Management Llc

Lawrence, KS

ProfileNo contact yet
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