Laurels

Best Financial Advisors in Kansas City
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Kansas City, KS

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

BMG Advisors

BMG Advisors

  • Certified Financial Planner (CFP)

BMG Advisors is a financial advisory firm that serves individuals in Kansas City. Its financial planning services include assisting its clients in building strategies designed to help them manage their personal goals. It also provides investment management solutions, including managing costs and risks. Additionally, customers can subscribe to the firm's Prologue program, which offers monthly financial coaching. Its partner and lead planner, Jennifer Malone, is a Certified Financial Planner who has been a financial advisor since 2007. She is also a Chartered Mutual Fund Counselor.

4700 Belleview Avenue
Kansas City, MO 64112

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Buttonwood Financial Group, LLC

Buttonwood Financial Group, LLC

  • Certified Financial Planner (CFP)

Buttonwood Financial Group, LLC, is a wealth management firm that serves families, individuals, and businesses in Kansas City. Its wealth management services include investment management and cash flow coordination. It also offers lifestyle enhancements services, which includes personal bills payment, QuickBooks coordination, and private aircraft consulting. Assistance with tax strategies, estates and legacies, life transitions, and insurance planning is also available. The firm's president, Jon McGraw, is a Certified Financial Planner and a Chartered Mutual Fund Counselor.

3013 Main St
KCMO, MO 64108

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Compass Wealth Management, LLC

Compass Wealth Management, LLC

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

Established in 1982, Compass Wealth Management, LLC, is an independent financial advisory firm that serves clients in Kansas City and the surrounding areas. It helps clients manage their wealth through various services, such as financial planning, estate planning, investment planning, retirement planning, and risk management planning. It also offers advice in money management, education funding, goal setting, and business succession. The firm's founder, James E. Warren, Jr., is an active community member and supports the Marine Corps Scholarship Foundation.

1201 Walnut Street
Kansas City, MO 64106

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Diversified Solutions

Diversified Solutions

  • Certified Financial Planner (CFP)
  • Retirement Planning

Based in Kansas City, Diversified Solutions is a financial advisory firm that deals with retirement income planning and investment services. The company guides its clients in handling their finances under three key areas, which are growing, preserving, and giving assets. Its team of advisors performs wealth management, asset protection strategies, and IRA legacy planning. Moreover, Diversified Solutions is headed by Brad Buckler, who has been working in the financial services industry for more than 25 years.

1251 Northwest Briarcliff Parkway
Kansas City, MO 64116

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Falcon Wealth Advisors

Falcon Wealth Advisors

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

Falcon Wealth Advisors is a financial planning and investment management firm serving Kansas City. It works with pre-and post-retirees and their children. It serves pre- and post-retirees and their children. It aids in retirement, estate, and tax planning, as well as the use of asset allocation and concentrated stock management. CEO and co-founder Jake Falcon is a Chartered Retirement Planning Counselor who has been in the financial services industry for over 10 years. He was named one of the Best-In-State Wealth Advisors in Kansas by Forbes in 2021.

1900 Shawnee Mission Parkway
Mission Woods, KS 66205

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kansas City Retirement Planning

Kansas City Retirement Planning

  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Kansas City Retirement Planning offers tailored services and advice to families and business owners throughout the area. The firm's financial planning process involves analyzing clients' objectives and current financial situations and creating strategies that are aligned with their goals. These strategies cover retirement planning, cash flow analysis, and insurance policies. Moreover, its financial advisors help clients in tracking their plans and provide ongoing guidance on investments. Johnathan Hines, a senior financial advisor of the firm, is a Certified Financial Planner.

6800 College Boulevard
Overland Park, KS 66210

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

Modern Horizons Wealth Advisors

Modern Horizons Wealth Advisors

  • Estate Planning
  • Retirement Planning

Modern Horizons Wealth Advisors is a financial planning and investment management firm serving clients in Kansas City and the surrounding areas. Portfolio construction, investment monitoring, stock selection, financial statement analysis, and asset allocation are all part of the company's investment management services. It also offers insurance for life, business, personal, and liability purposes. Modern Horizons Wealth Advisors is a publicly-traded company that is a subsidiary of LPL Financial. Its financial advisors have a combined industry experience of more than 50 years.

1900 West 47th Place
Westwood, KS 66205

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

NextGen Wealth

NextGen Wealth

  • Estate Planning
  • Retirement Planning
  • Tax Planning

NextGen Wealth is financial planning firm that provides personalized services and advice to clients in Kansas City and the surrounding areas. It caters to a diverse clientele, including business professionals and entrepreneurs. It prepares clients for plotting their goals for retirement, college savings, and career. The firm also offers a range of services that involve cash flow analysis, investment management, and estate planning. Founder Clint Haynes is a Certified Financial Planner and has been in the field of financial services since 2001.

405 Southwest Waterfall Court
Lee's Summit, MO 64081

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Prosperity Planning

Prosperity Planning

  • Certified Financial Planner (CFP)

Prosperity Planning provides financial advice and personalized services to clients in Kansas City. Its financial planning process involves working with clients to determine their needs and goals and analyzing clients' financial aspects such as income, Social Security benefits, expenses, and insurance policies. Its CFP professionals assist clients in building strategies that help expand investments, reduce taxes, and protect estates. President Cindy Richey has been in the financial industry for more than 20 years and has been featured in Ingram's magazine.

1805 Northwest Platte Road
Kansas City, MO 64150

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Simple Wealth Planning

Simple Wealth Planning

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Led by Andy Flattery, Simple Wealth Planning caters to clients in Kansas City and its neighboring communities. It works with clients to create and maintain a financial plan tailored to their goals and circumstances. Flattery and his staff can review a client's portfolio, analyze their current debt, and perform risk management services. The company recommends life insurance coverage to its clients when necessary. Flattery is a Certified Financial Planner. He hosts a podcast where he discusses financial lessons with Kansas City professionals.

1520 Clay Street
North Kansas City, MO 64116

Website

Website
Symphonic Financial Advisors

Symphonic Financial Advisors

  • Certified Financial Planner (CFP)

Symphonic Financial Advisors has been providing financial management solutions to Kansas City since 2005. Its services include financial planning, wealth management, and insurance guidance. It helps clients develop investment strategies based on their risk tolerance and financial goals. Furthermore, it assists with elder care and special needs planning. The company has 16 offices nationwide and 27 registered financial advisors managing over $750 million on behalf of clients. Symphonic is an acquired company of the City National Bank.

1251 Northwest Briarcliff Parkway
Kansas City, MO 64116

Website

Website

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