Clayton Wealth Partners

Clayton Wealth Partners is a fee-only Registered Investment Advisor based in Topeka, and Lawrence, Kansas. Established in 1984, their focus is on providing fiduciary advice to individuals and institutions, ensuring their interests are prioritized. As pioneers in the shift to fee-only advisory in the region, their commitment to independence is reflected in their in-house investment team. The company offers wealth management for individuals and asset management services for institutions, serving pre-retirees, retirees, young professionals, mid-career professionals, and institutional clients. They specialize in managing investments for endowments, foundations, and both not-for-profit and for-profit organizations with under $25 million in investments. Clayton Wealth Partners complements their services with CFP®, CFA®, FPQP®, and CIMA® designations. Their comprehensive offerings include asset management, financial goal planning, retirement planning, employee benefit package analysis, tax review and optimization, higher education funding, charitable giving, insurance review, and estate planning. The company's ethos revolves around fostering enduring relationships with clients, positioning themselves as life consultants. Their aim is to guide clients towards their goals, address their financial queries, and instill confidence in their financial stability.