Financial Advisors & Wealth Management Services in Lawrence, KS


 

Allworth's Lawrence, Kansas, office works with individuals, families, and professionals across the greater Kansas City region whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.



Lifestyle1
97%
client loyalty 31,000+ Clients2
30
years in business $39 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best in Class Ethics NBRI9

Your Lawrence Wealth Management Team


 

The Kansas City area represents one of the Midwest's most significant concentrations of corporate, professional, and generational wealth. And for more than 30 years, Allworth's Lawrence team of fiduciary financial advisors and in-house wealth planning specialists has been built to serve it.

The region's wealth profile is notably distinct: anchored by a deep concentration of privately held businesses, financial services executives, healthcare professionals, and multi-generational family wealth built over decades rather than through a single liquidity event. Financial lives here span business exits, executive compensation, estate complexity, and long-term legacy goals that require coordinated planning across every dimension. Our Lawrence team brings the depth and expertise those decisions deserve.

Cali Visentin
Cali Visentin Financial Advisor
Lawrence, KS Read bio
Eric Soetaert
Eric Soetaert Financial Advisor CFP®
Lawrence, KS Read bio
Jim Moore
Jim Moore Partner Advisor CFP®, AIF®, LACP®
Lawrence, KS Read bio
Jude McDaniel
Jude McDaniel Partner Advisor ChFC®, CLU®, AIF®
Lawrence, KS Read bio
Peter Knutson
Peter Knutson Partner Advisor CFP®, AIF®, CLTC®
Lawrence, KS Read bio
Lawrence

 

Located just west of Kasold Drive off Clinton Parkway, with easy access from K-10 connecting Lawrence to the greater Kansas City region. Ample parking is available on site. Conveniently situated for clients traveling from across northeastern Kansas, including Topeka, Mission Hills, Leawood, Fairway, and Overland Park.

3705 Clinton Parkway
Suite 200
Lawrence, KS 66047

Hours:
8am - 5pm, M-Th; 8am - 4pm, F

(785) 841-4664

 

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