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Our Story

Who We Are

It’s not just about planning. It’s about partnerships.

K.L. Johnson Advisors was founded to provide the expertise and relationships that will help you pursue true financial success. As an independent firm, we work exclusively on behalf of your best interests, and by remaining process-oriented and not product-driven, we are able to provide objective advice and a personalized planning experience.

Since 2009, we have helped clients in Kansas, Missouri, and many other states enhance their financial freedom and build strategies that allow them to fulfill their vision of retirement. Supported by Avantax Investment ServicesSM, one of the top firms in the industry, we are able to provide an unrivaled level of service.

We maintain strategic partnerships with industry-leading Certified Public Accountants and Enrolled Agents throughout Topeka and the greater Kansas City metropolitan area. By working directly with clients and their tax professionals, we deliver holistic wealth management solutions supported by cutting-edge tax strategies. These exceptional partnerships give our clients a rare advantage in achieving their financial goals.

Our Process
Our History

Who is Avantax

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Since 1983, Avantax Wealth Management (formerly HD Vest) has provided advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client’s financial success.

Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 Avantax Financial Advisors managing over $45 billion in assets across the nation2.

1Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of June 5, 2019