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2024

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Best Financial Advisors in Kansas City, MO

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Kansas City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

122Reviewed

80Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Kansas City, MO
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a management firm that caters to families and individuals in Kansas City. Since 2015, its team has been assisting people in managing their wealth to reach their financial goals and secure their future. The independent firm offers tax planning services and handles matters involving tax review and projections, business sale capital gains, and charitable giving. It also provides investment management and financial planning solutions. In 2023, USA Today recognized the agency as a Top Financial Advisory Firm.

  • Private Foundation Management
  • Equity Compensation Planning
  • Investment Management
  • Alternative Investments
  • Tax Planning
  • Charitable Giving Strategies
  • Private Wealth Advisor
  • Business Exit Planning
  • Trust and Estate Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Kansas City, MO
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Lee's Summit, MO 64081

Expertise.com Rating

Review Sources

Google
5.0 (31)
Facebook
5.0 (3)

Why choose this provider?

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.

Leawood, KS 66224

Expertise.com Rating

Why choose this provider?

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.

800 East 101st Terrace, Kansas City, MO 64131

Expertise.com Rating

Review Sources

Yelp
4.0 (22)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10955 Lowell Avenue, Overland Park, KS 66210

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

211a Northwest Executive Way, Lee's Summit, MO 64063

Expertise.com Rating

Review Sources

Google
4.0 (4)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2101 Burlington Street, North Kansas City, MO 64116

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

11600 College Boulevard, Overland Park, KS 66210

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

4747 West 135th Street, Overland Park, KS 66224

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4700 Belleview Avenue, Kansas City, MO 64112

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

7400 College Boulevard, Overland Park, KS 66210

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

12980 Foster Street Suite 160, Overland Park, KS 66213

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

7500 College Blvd. Suite 1000, Overland Park, KS 66210

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

7280 Northwest 87th Terrace, Kansas City, MO 64153

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

7300 College Boulevard, Overland Park, KS 66210

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning

3013 Main Street, Kansas City, MO 64108

Expertise.com Rating

Review Sources

Yelp
5.0 (4)

Why choose this provider?

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.

  • Tax Preparation
  • Tax Planning

10975 Benson Drive, Overland Park, KS 66210

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Overland Park, KS 66223

Expertise.com Rating

Why choose this provider?

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.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Venturi Private Wealth
Kansas City, MOVisit Website
SmartAdvisor by SmartAsset
Kansas City, MOFree Consultation
NextGen Wealth
Lee's Summit, MO 64081
Sunrise Advisors
Leawood, KS 66224
Beacon Financial Advisors, LLC
800 East 101st Terrace, Kansas City, MO 64131
Prosperity Advisors
10955 Lowell Avenue, Overland Park, KS 66210
Barber Financial Group
211a Northwest Executive Way, Lee's Summit, MO 64063
Windward Private Wealth Management Inc.
2101 Burlington Street, North Kansas City, MO 64116
Fortune Financial
11600 College Boulevard, Overland Park, KS 66210
Financial Advisory Service, Inc.
4747 West 135th Street, Overland Park, KS 66224
BMG Advisors
4700 Belleview Avenue, Kansas City, MO 64112
Triune
7400 College Boulevard, Overland Park, KS 66210
Searcy Financial
12980 Foster Street Suite 160, Overland Park, KS 66213
Keen Wealth Advisors
7500 College Blvd. Suite 1000, Overland Park, KS 66210
Greater Than Financial LLC
7280 Northwest 87th Terrace, Kansas City, MO 64153
Stepp & Rothwell
7300 College Boulevard, Overland Park, KS 66210
Buttonwood Financial Group, LLC
3013 Main Street, Kansas City, MO 64108
Two West
10975 Benson Drive, Overland Park, KS 66210
Providence Financial Advisors
Overland Park, KS 66223

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When should you consider seeking the assistance of a financial advisor in Kansas City?

    You should consider seeking a financial advisor in Kansas City when you encounter major life events that require critical financial decisions. These events may include assisting a family member, buying or selling a home, college planning, divorce or separation, health and long-term planning, and expecting or adopting a child. A financial advisor can help you navigate these situations and guide you to make the best financial choices.

  • What are the types of life insurance in Kansas City you can obtain?

    You can carry several types of life insurance in Kansas City. These options include term life, which provides coverage for a specific period, and whole life, offering a lifelong range with a cash value component. Universal life allows flexible premium payments and death benefit adjustments. Variable universal life, on the other hand, combines flexibility and investment choices. Furthermore, joint and survivor life insurance covers both spouses. Understanding these options can help you choose the right life insurance for your needs.

  • Why do you need to plan your retirement in Kansas City?

    Retirement in Kansas City can be a major life change. Therefore, it is important to be prepared. Some people adjust to retirement easily, while others may struggle with uncertainties. A financial planning team can help you address all aspects of retirement, including financial, mental, social, and physical. A well-crafted retirement transition plan will help you ensure that you are prepared for this new stage of life.

  • In Kansas City, what is the difference between a certified financial planner and a financial advisor?

    In Kansas City, financial advisors can be anyone who offers financial advice. In contrast, certified financial planners are a more specialized group who have undergone rigorous training and education. They specialize in helping clients create and follow a financial plan to achieve their long-term goals. Furthermore, CFPs must meet annual continuing education requirements to maintain their certification.

  • How do you choose your investment strategy in Kansas City?

    When choosing an investment strategy in Kansas City, consider your financial goals, risk tolerance, and time horizon. Determine what you are saving for and the level of risk you are comfortable with. Assess how long you have until you need to access your investments. Based on these factors, research and explore different investment strategies available to find the one that aligns with your goals and preferences.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.