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William Doty | Financial Advisor

Profile img for William Doty, financial advisor at Modern Wealth Management
Lenexa, KS
William Doty
Financial Advisor
Executive Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I began my career in the financial industry in 2007, working in the very same office building where I am today. Over the years, I have been fortunate to build lasting relationships with my clients, guiding them through their financial journeys. There is nothing more rewarding than helping people gain confidence in their retirement plans, knowing they can enjoy the life they’ve worked so hard to achieve. Seeing that peace of mind on my clients’ faces is what drives my passion for this work every day. Outside of my career, my greatest joy is my family. My wife and I have three wonderful children who keep life exciting and full of adventure. Our home wouldn’t be complete without our two dogs, who add to the chaos in the best way possible. In my free time, I have a deep love for cooking, whether it’s grilling, smoking meats, or experimenting with new recipes in the kitchen. My wife may never fully understand my obsession with kitchen gadgets, but I firmly believe that every tool has its purpose! Cooking allows me to unwind, be creative, and bring people together, which is something I truly cherish. Whether in my professional or personal life, I am committed to making a positive impact—helping clients achieve financial security and creating lasting memories with my family and friends.
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Specialties and Expertise

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Cash Flow Analysis
High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

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Corporate Executives
Divorcees
Healthcare Workers
High Net Worth Individuals
Retirees
Software Engineers
Surviving Spouses
Tech Employees

Credentials and Designations

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Accredited Investment Fiduciary®

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Certified Financial Planner™

Education

2
Bryant UniversityFinancial Planning Certification ProgramYear Obtained: 2018
University of PhoenixBachelors of Science Business ManagementYear Obtained: 2008
Quick Facts About William
Years of Experience:18 yearsMember since:2025Average Account Size:$1,280,000Number of clients:160

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

SEC Profile
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Lenexa, KS
William Doty
Financial Advisor
Executive Advisor at
Modern Wealth Management
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Profile last updated: 02-13-2025