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Best Financial Advisors in Kansas City

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BMG Advisors logo

BMG Advisors

4700 Belleview Avenue, Kansas City, MO 64112
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  • 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.

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Buttonwood Financial Group, LLC logo

Buttonwood Financial Group, LLC

3013 Main St, KCMO, MO 64108
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  • 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.

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Compass Wealth Management, LLC logo

Compass Wealth Management, LLC

1201 Walnut Street, Kansas City, MO 64106
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  • 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.

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Diversified Solutions logo

Diversified Solutions

1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
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  • 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.

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Falcon Wealth Advisors logo

Falcon Wealth Advisors

1900 Shawnee Mission Parkway, Mission Woods, KS 66205
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  • 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.

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Kansas City Retirement Planning logo

Kansas City Retirement Planning

6800 College Boulevard, Overland Park, KS 66210
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  • 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.

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Modern Horizons Wealth Advisors logo

Modern Horizons Wealth Advisors

1900 West 47th Place, Westwood, KS 66205
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  • 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.

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NextGen Wealth logo

NextGen Wealth

405 Southwest Waterfall Court, Lee's Summit, MO 64081
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  • 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.

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Prosperity Planning logo

Prosperity Planning

1805 Northwest Platte Road, Kansas City, MO 64150
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  • 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.

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Simple Wealth Planning logo

Simple Wealth Planning

1520 Clay Street, North Kansas City, MO 64116
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  • 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.

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Symphonic Financial Advisors logo

Symphonic Financial Advisors

1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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