Laurels

Best Financial Advisors in Kansas City
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 45 31 11

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Simple Wealth Planning

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

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

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

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