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Best Financial Advisors in Kansas City

2023

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SmartAdvisor by SmartAsset

Website
Kansas City, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Kansas City, KS

Why choose this provider?

Need help contacting a Financial Advisor in Kansas City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
405 Southwest Waterfall Court, Lee's Summit, MO 64081
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
4.9
Google
4.9 / 5 (42)
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1900 West 47th Place, Westwood, KS 66205
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (12)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1900 Shawnee Mission Parkway, Mission Woods, KS 66205
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1520 Clay Street, North Kansas City, MO 64116
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4700 Belleview Avenue, Kansas City, MO 64112
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3013 Main St, KCMO, MO 64108
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (22)
Facebook
5.0 / 5 (7)
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1201 Walnut Street, Kansas City, MO 64106
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6800 College Boulevard, Overland Park, KS 66210
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (31)

Website
1805 Northwest Platte Road, Kansas City, MO 64150
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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.

  • How do environmental, social, and government principles play into investments in Kansas City?

    Environmental, social, and government principles in Kansas City can indicate if an investment will do well or not. There has been a trend where the market rewards companies that take these factors into account while punishing those that have a more amoral stance. Activism notwithstanding, corporate social responsibility seems to correlate with positive outcomes.

  • Can a health savings account in Kansas City be used as a retirement fund option?

    Yes, a health savings account in Kansas City can be used as a retirement fund option. Healthcare is expensive later in life, and the growth of the savings account is not taxed until distributed. The distribution is also not subject to revenue dues if used for medical expenses and after hitting 65 years old.

  • Is it true that debt is always a negative thing to have in Kansas City?

    No, it is not true that it is always bad to be in debt in Kansas City. There is nothing wrong with borrowing money to purchase a home or a similarly valuable asset that will grow in value beyond that of the interest due. It is borrowing for things that depreciate in value that is bad, like television sets and pure luxuries.

  • Is it ok in Kansas City to save for retirement by keeping cash in savings and spending what one earns?

    It is not ok in Kansas City to save for retirement by keeping cash in savings and spending what one earns. Savings accounts will lose to inflation every time, so it is preferable to use investments. Living below one's means is also advised since expenses can add up, and it is better to be secure later when earnings drop than to spend wildly now.

  • Why should a person in Kansas City prepare to leave a job that one is happy in?

    A person in Kansas City who loves one's current job has to have an exit strategy because everyone inevitably leaves and there are big changes involved. A worker may lose access to company perks and benefits and have to pay out-of-pocket for expenses that were once shouldered by the corporation. Being financially ready lessens the burden.

  • 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.

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