Elizabeth Young
CFP®
Clayton Wealth Partners
Partner and Senior Wealth Advisor
Elizabeth Young
CFP®
Clayton Wealth Partners
Partner and Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Young, CFP®
Fee-Only Financial Planner located in Topeka and Lawrence, KS, serving clients throughout Kansas
Elizabeth Young is a Topeka and Lawrence, KS fee-only financial advisor serving clients locally and across the country. Clayton Wealth Partners provides comprehensive wealth management including asset management, tax planning, and estate planning to help individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Young is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Partner & Senior Wealth Advisor, Elizabeth Young finds it gratifying whenever one of her clients reaches a long-held goal with her help and guidance. Those “aha” moments drive the work she does for our firm, including serving as the primary financial planning contact for clients and overseeing general client service.
Elizabeth developed an interest in finance while attending college; however, her courses at the College of Business at Kansas State University didn’t give her the personal planning experience she craved. She eventually transferred to the Personal Financial Planning program at the university and never looked back.
Now a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth has been with Clayton Wealth Partners for over 15 years. In addition to her financial planning responsibilities, she supervises team members in advisor roles, conducts client seminars, and writes for our firm’s quarterly newsletter.
Outside of work, Elizabeth actively serves the community, including as a board member of the Topeka Community Foundation Women’s Fund. She and her family live in Lyndon, where she enjoys CrossFit, cooking, holiday Hallmark movies, and all the beauty that rural living has to offer.
Elizabeth Young is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Clayton Wealth Partners, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors.
Since 1984, our Topeka-based Registered Investment Advisory firm has been serving individuals and institutions throughout Kansas, including Lawrence, Dodge City, and Hays. We serve as life consultants and seek to be the advisors you turn to whenever you have a financial question, no matter how big or small.
Our advisors have combined deep experience with highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ designation, to better serve you as we work to bring clarity to your financial options and achieve your goals.
As fee-only financial planners, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our fiduciary responsibility is not limited to only certain types of investment accounts. It applies to everything we do for you. Always.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Elizabeth Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Elizabeth Young is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Elizabeth Young is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Elizabeth Young
Office Locations:
-
716 S Kansas Ave
Topeka, KS 66603
