TOPEKA, Kan.—October 3, 2024—Clayton Wealth Partners will cap the year-long celebration of its 40th anniversary with a special event at Heritage Hall in Topeka on Thursday, October 10, 2024. More than 275 guests are expected to attend the celebration, which will include a plated dinner, live music, trivia, and socializing.
With offices in Topeka and Lawrence, Clayton Wealth Partners is one of the oldest fee-only Registered Investment Advisors in Kansas. It provides fiduciary guidance to individuals, couples, families, endowments, foundations, and for-profit organizations.
As part of the festivities at Heritage Hall, the firm will award the inaugural Clayton Wealth Partners Impact Scholarship, which provides financial assistance to an aspiring CERTIFIED FINANCIAL PLANNER® professional. The scholarship will cover CFP® exam registration fees and study material costs, with a total value of up to $4,000.
“We created the scholarship to mark our 40th anniversary and to support the next generation of CFP® practitioners,” said Clint Patty, J.D., Managing Partner. “It’s not just about celebrating the longevity of our firm but also about investing in the future of the financial planning profession as a whole.”
Throughout 2024, the Clayton Wealth Partners team has been commemorating its 40th year. The firm was featured on the cover of the September/October issue of TK Business Magazine, where the partners shared insights into their succession planning and the team-based approach to achieving clients’ goals.
Speaking of the special event, Patty added: “This celebration is the perfect way to cap a year of milestones and reflection. It’s primarily a celebration of our clients, whose trust and partnership have made our firm’s success possible. As we look to the future, we remain committed to helping them achieve their financial goals.”
Members of the press are invited to join the celebration—simply contact us to let us know we can expect you.
About Clayton Wealth Partners
Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Topeka and Lawrence, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Contact
Clint Patty, J.D.
Managing Director
Email: clint@claytonwealthpartners.com
Clayton Wealth Partners
Topeka Office: 716 S. Kansas Ave., Topeka, KS 66603
Lawrence Office: 832 Pennsylvania St., Suite 1005, Lawrence, KS 66044
Phone: (785) 232-3266