Best Financial Advisors in Kansas City, MO

NextGen Wealth has a passion for serving individuals overlooked by firms with high-net-worth-only clientele. The Kansas City-area investment advisory firm concentrates on providing quality, individualized planning advice to successful business professionals, entrepreneurs, and small business owners. NextGen Wealth maintains a team of professionals that combine technology and innovation to help clients achieve financial independence.

Sunrise Advisors commits to helping Kansas City-area clients fulfill financial objectives, hopes, and dreams. The fee-only registered investment advisors apply proven asset-management techniques including high-quality, low-cost investment strategies. Sunrise Advisors specializes in giving clients effective financial planning tools that yield successful, long-term results. The firm features a team of well-educated, experienced, credentialed advisors with experience in holistic, integrated wealth management solutions.

Beacon Financial Advisors, LLC, is a Kansas City-based fiduciary firm that assists clients in various areas, from funding higher education, tapping into assets after retirement, and minimizing income taxes to investing and saving for the future. Furthermore, its team provides advice on managing debt and planning for retirement, and the financial advisors conduct life insurance needs analyses and financial checkups. Beacon Financial Advisors' founding principal, Kristine McKinley, is a CPA and CFP who is a NAPFA and Garrett Planning Network member.

Prosperity Advisors is a team of financial advisors serving Kansas City residents since 1989. The team has CERTIFIED FINANCIAL PLANNER™ credentials and specializes in the areas of financial planning, investment, retirement planning, and tax and estate strategies. They also help people on matters that involve business succession, charitable giving, and disability and long-term care coverage. At Prosperity Advisors, clients are provided with a personalized portfolio based on their current tax status and future financial goals.

Barber Financial Group offers integrated wealth management services that aim to maximize Social Security, minimize taxes on retirement accounts, provide adequate insurance coverage, and combine investment strategies with estate planning. Serving Kansas City, the team of financial advisors includes CPAs, insurance specialists, and estate lawyers. With the memory of watching his grandfather worry about financial security during retirement, CEO Dean Barber established his own firm in 1996 with the goal of providing effective financial planning for retirees and pre-retirees.

Windward Private Wealth Management Inc. is a team of financial advisors with offices in North Kansas City and Overland Park. Its range of services is wealth enhancement which tackles cash management planning and personal financial statement preparation. The professionals also review and analyze portfolio valuations and portfolio stock intersections, and they also assist clients in protecting and transferring wealth. One of the company's senior wealth advisors, Darrell Tierney, is a NAPFA-Registered financial advisor who used to run his own CPA firm.

Fortune Financial Advisors is an independent wealth management company that has been serving individuals, families, and businesses in Kansas City for more than 10 years. Established in 2008, the company employs a team of financial advisors who are experienced in a full spectrum of services, including personal and wealth retirement, business retirement plans, life planning, and business services and workshops. These services also include social security planning, career and goal setting, business consulting, and fiduciary services.

Financial Advisory Service, Inc. caters to clients in Kansas City and the surrounding areas. It offers customized financial planning services to help individuals prepare for their future finances and retirement income. With over 40 years of experience in the field, it specializes in investment management services to protect clients and their capital from market changes. The company's director, James S. Dussold, has been in the financial planning industry since 1986 and is also the president of the FAS Corp.

BMG Advisors is a full-service financial firm assisting clients in Kansas City. Its advisors help clients make informed financial decisions through financial planning. The firm also provides investment and relationship management services, including managing risk and investment costs and connecting clients to other business professionals. Additionally, clients can subscribe to its Prologue program to get monthly help with budgeting and developing financial goals and strategies. Its partner and lead planner, Jennifer Malone, is a certified financial planner.

Triune serves clients in Kansas City and its surrounding areas. The firm's partners have over 150 years of combined experience in helping individuals, couples, and families with financial life planning and creating custom 401(k) retirement plans for businesses, churches, and nonprofit organizations. They also help clients with investment management, vendor selection, and monitoring. The advisors at Triune are also Certified Financial Planners, Certified Kingdom Advisors, Chartered Financial Consultants, Chartered Financial Analysts, and Chartered Life Underwriters.

Searcy Financial is a wealth management firm serving families, individuals, business owners, and retirement plan sponsors in Kansas City and neighboring areas. It helps clients secure their financial wellbeing by providing them with wealth planning, investment management, generational and family financial planning, business and practice consulting, and end-of-life planning services. Michael J. Searcy, president and CEO of the company, is a Certified Financial Planner and served as an advisory board member to the National Committee of the International Association for Financial Planning.

Keen Wealth Advisors is a firm serving Kansas City with personalized plans designed to meet the client's long-term goals. It was founded by Bill Keen, a Chartered Retirement Planning Counselor with 30 years of experience in the business. Keen, who was featured on Forbes and Reuters, is joined by a team of professionals in providing advisory services, which include investment management, retirement planning, estate planning, and tax planning. They also help individuals and families with risk management and estate conservation issues.

Greater Than Financial is an investment management and financial planning firm providing services to individuals and families in Kansas City and the surrounding areas. It educates clients on different ways to save and invest so they can improve their financial situations and reach their life and financial goals. Wakefield Hare, the founder of Greater Than Financial, has more than 12 years of experience working in the financial services industry. He earned his Certified Financial Planner designation in 2010.

Stepp & Rothwell is a financial planning and investment advisory firm that has been serving the residents of Kansas City and the surrounding areas for more than two decades. It assists clients with tax planning, cash flow planning, estate planning, and retirement planning. Its financial planning service also includes investment advising and investment management. Co-founder Kathy Stepp has appeared on WDAF-TV Fox 4 and CNBC. She has also been quoted in publications such as The Kansas City Star and the Kansas City Business Journal.

Kansas City-based Buttonwood Financial Group, LLC, is a wealth management firm assisting families, individuals, and businesses. Its wealth management services include investment management and cash flow coordination. It also provides lifestyle enhancements services including personal bills payment, QuickBooks coordination, and private aircraft consulting. Assistance with estates and legacies, life transitions, tax strategies, and insurance planning are also available. Its president, Jon McGraw, is a Certified Financial Planner and a Chartered Mutual Fund Counselor. The firm's Buttonwood Foundation supports local community organizations.

Two West is a financial advisory firm that guides Kansas City clients in reaching their desired financial destination. The firm finds solutions to problems that professionals face, including wealth mismanagement and financial unwellness. It provides holistic financial wellness programs, including asset allocation tools and resources, to help clients. It also establishes an individualized financial plan that aligns with the client’s goals and priorities. The firm offers retirement plan services, including fiduciary guidance and investment analysis. Marko Ungashick, co-founder and CEO, also has an AIF designation.

Providence Financial Advisors commit to helping clients in every aspect of financial life. The Kansas City-area, independent investment firm specializes in designing customized programs to grow and conserve wealth by delivering the highest level of personalized service. Providence Financial Advisors maintain a team of financial professionals with a passion for client success and enjoy a reputation for excellence in the industry. Clients can rely on the firm to help develop strategies that lead to financial stability, security, and ultimately financial independence.