Clayton Wealth Partners Joins Global #workingwithcancer Pledge to Support Employees Battling Cancer

TOPEKA & LAWRENCE, KS—February 14, 2024—Clayton Wealth Partners, a fiduciary wealth management firm based in Topeka and Lawrence, announced today that it has taken the #workingwithcancer pledge. In so doing, the Registered Investment Advisor has joined thousands of employers across the globe in pledging to eliminate the stigma and insecurity that employees may face when…

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Clayton Wealth Partners Sponsors NOTO’s New Avant Garde Underground Art Studio

TOPEKA, Kansas—November 8, 2023—Clayton Wealth Partners is proud to announce its role as the primary sponsor for the North Topeka Arts District’s new Avant Garde Underground art studio for the next five years. Three CWP team members—Clint Patty, J.D., Managing Partner; Barbara Duncan, CFP®, Partner and Senior Wealth Advisor; and JD Kaad, CIMA®, Director of…

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Clayton Wealth Partners Introduces ‘Investing in Good’ Podcast

Topeka, KS—November 6, 2023—Clayton Wealth Partners (CWP), a full-time fiduciary Registered Investment Advisor in Topeka and Lawrence, Kansas, today announced the release of its podcast series, “Investing in Good.” The series brings listeners into the world of local nonprofits improving the lives of everyday Kansans. The podcast’s first episode goes live this week and introduces…

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Walden and Pohlenz of Clayton Wealth Partners Join Boards for the Greater Kansas Area Chapter of The American Red Cross

TOPEKA AND LAWRENCE, KS—September 11, 2023—Clayton Wealth Partners (CWP) is proud to announce that two of its key personnel have joined the Greater Kansas Area Chapter of the American Red Cross. Partner and Chief Investment Officer James Walden, CFA, has joined the Board of Directors in the Lawrence area. Wealth Advisor Zac Pohlenz, CFP®, has…

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Elizabeth Young of Clayton Wealth Partners Elected to Humanities Kansas Board of Directors

TOPEKA, KS—September 5, 2023—Clayton Wealth Partners (CWP) is excited to announce that Elizabeth Young, CFP®, Partner and Senior Wealth Advisor at CWP, has been elected to the Board of Directors for Humanities Kansas. Humanities Kansas, founded in 1972 as an independent nonprofit, focuses on connecting communities with history, traditions, and ideas to strengthen civic life.…

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CWP Co-Founder Appointed Chair of National Pension Board

Indianapolis, IN—July 19, 2023—Randy Clayton, co-founder of Clayton Wealth Partners (CWP), a Registered Investment Advisor in Topeka and Lawrence, KS, has been appointed Chairperson of the Board for the Pension Fund of the Christian Church. The Pension Fund of the Christian Church was established over 125 years ago. Based in Indianapolis, the Pension Fund is…

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Advisors Help Empower Future Professionals with Financial Literacy Presentation in Topeka

TOPEKA, KS—July 17, 2023—Clayton Wealth Partners (CWP), a fee-only financial planning and investment management firm, recently helped empower future professional leaders in the Topeka region through an impactful financial literacy presentation. On June 22, 2023, Wealth Advisors Eric Purcell, Zac Pohlenz, and Colton Walker, all CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, provided invaluable financial literacy education…

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Wealth Advisor Eric Purcell, CFP®, Joins the Topeka & Shawnee County Library Foundation

TOPEKA, Kansas—July 10, 2023—Clayton Wealth Partners, a fee-only Registered Investment Advisor, is proud to announce that Wealth Advisor Eric Purcell, CFP®, has joined the Board of Trustees for the Topeka & Shawnee County Library Foundation. Purcell said he is thrilled to be part of the Board of Trustees, which he joined in January. “I’m honored…

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Clayton Wealth Partners Sponsors NOTO In Bloom Benefit

TOPEKA, Kansas—May 15, 2023—Clayton Wealth Partners (CWP), one of the oldest fee-only financial planning and investment management firms in northeast Kansas, is proud to announce their co-sponsorship of the NOTO In Bloom Benefit. The benefit took place at the NOTO Arts Center in Topeka on Saturday, April 22, 2023, from 6 to 9 p.m. The…

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