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.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 716 S Kansas Ave, Topeka,kansas 66603,united States
- Phone
- (785) 232-3266
- me****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- claytonwealthpartners.com
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Investment Management, Tax Strategies, Business Planning, Insurance Analysis, Estate Planning.
- HQ
- Topeka, Kansas
Clayton Wealth Partners Questions
Clayton Wealth Partners's helpline number is (785) 232-3266
Clayton Wealth Partners's website is claytonwealthpartners.com
Clayton Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/clayton-wealth-partners
Clayton Wealth Partners has
14 employees.
View email and phone details for 14
employees at Clayton Wealth Partners.
Clayton Wealth Partners's industry is
Financial Services
Clayton Wealth Partners's top competitors are
Vermillion Private Wealth,
The Perspective Group,
Mariner,
The Next Level Planning Group,
Jackson Roskelley Wealth Advisors,
Family Investment Center,
Allworth Financial,
Denali Financial Group,
The Trust Co,
Dogwood Wealth Management.
Clayton Wealth Partners's support email address is messages@claytonwealthpartners.com
Clayton Wealth Partners's categories are Financial Services
Clayton Wealth Partners's founding year is 1984
