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Best Financial Advisors in Olathe

2023

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Website
Olathe, 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
Olathe, KS

Why choose this provider?

Need help contacting a Financial Advisor in Olathe? 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
11253 Strang Line Road, Lenexa, KS 66215
  • Certified Financial Planner (CFP)

Why choose this provider?

Family Investment Center is a financial advisory and wealth management firm that serves clients in Olathe. Some of its services are tax planning and preparation, investment management, retirement planning, estate planning, and insurance assessment. The team creates personalized plans for clients and provides them with analysis and forecasting, specific recommendations, ongoing evaluation, and implementation support. Established in 1998, the firm is led by CEO Dan Danford, a Certified Financial Planner.

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
8730 Bourgade Avenue, Lenexa, KS 66219
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Lighthouse Financial Strategies provides services to Olathe and the surrounding areas. It offers estate planning and long-term care services for clients who want to secure their assets, health, and future finances. It also assists individuals who want to apply for Medicare Supplement, Advantage, and Part D plans. Its founder, Rick Bain, has been specializing in managing investment strategies since 2002. Bain has been featured in the KC Magazine as a five-star wealth manager in Kansas City.

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 (5)

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
9200 Indian Creek Parkway, Overland Park, KS 66210
  • Retirement Planning

Why choose this provider?

Parker Financial Group is a financial advisory firm that serves clients in Olathe and surrounding areas. Comprising a team of financial professionals, it provides advice in areas such as retirement income, life insurance, annuities, and wealth management. In addition, the firm offers financial planning options, including legacy planning and risk management services focused on the clients' needs and concerns. CEO Roger Parker, who established Parker Financial Group 26 years ago, was also a stockbroker and college professor.

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 (3)

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
14670 South Harrison Street, Olathe, KS 66061
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

The Woody Financial Group designs customized programs to help clients achieve their long-term financial goals. The Olathe-based agency uses a participatory approach to educate individuals, families, and business owners on how to build and preserve their wealth for as long as they live. Its services include family security, retirement security, estate planning, business continuation, and investment strategies. The Woody Financial Group's president, Richard Woody, is a Certified Financial Planner and has been in the financial services industry for more than 30 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.
4.0
Google
4.0 / 5 (12)

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
10975 Benson Drive, Overland Park, KS 66210
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Synergy Wealth Solutions, a MassMutual subsidiary, caters to individuals and businesses in Olathe, offering comprehensive financial planning, insurance, and investments. Additionally, it provides brokerage services like marketing support, illustration support, case consultations, and product positioning strategies. Its staff manages more than $7 billion in assets for individual and business clients. CEO Brian Roberts was recognized as a five-time Advisor of the Year for MassMutual St. Louis. The firm has been featured on the St. Louis Business Journal’s Largest Insurance Brokerage Firms.

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.
4.3
Google
4.3 / 5 (6)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
13095 South Mur-Len Road, Olathe, KS 66062
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Compass Financial Resources, LLC, is a wealth management firm that serves the residents of Olathe and the surrounding areas. The firm's financial planning services include income tax, retirement, and estate planning. The firm also provides cash flow management and investment management services. Its president Russ Lane has been working in the financial services field for more than 30 years. He is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.

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 (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

Website
4747 West 135th Street, Overland Park, KS 66224
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Advisory Service, Inc., is a financial advisory firm that has been catering to clients in Olathe since 1979. It develops strategies to assist clients in achieving their financial goals according to their current financial situations, helping them prepare for future financial life stages. It also provides investment management services. The firm was included in the top 300 investment advisers by the Financial Times four times. Its director, James G. Dussold, has been in the industry since 1984. He 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 (5)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
11900 College Boulevard, Overland Park, KS 66210
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Hadel Financial Advisors, Inc., is a family-owned and family-operated firm with more than 35 years of industry experience. Catering to clients in the Olathe area, it provides financial planning services such as estate planning strategies, business planning, retirement planning, and chronic care benefit options. In addition, it offers life and long-term care insurance. The company also handles investments like common stocks, brokerage accounts, annuities, and bonds. One of its advisors, Greg Hadel, is a member of the Financial Services Institute and the Financial Planning Association.

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
13220 Metcalf Avenue, Overland Park, KS 66213
  • Certified Financial Planner (CFP)

Why choose this provider?

Affinity Asset Management caters to families and individuals in Olathe. It offers investment management and financial planning solutions with a focus on tax planning and strategies that create efficient distributions of income in retirement. Additionally, the firm helps veterans and their families know and maximize the benefits they are entitled to. Its president and owner, Mark Roberts, is a Chartered Financial Consultant and a Fraternal Insurance Counselor. He has been in the financial services industry for 21 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.
4.0
Google
4.0 / 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.
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 often do you need to communicate with your financial advisor in Olathe?

    You will meet with your financial advisor in Olathe at a frequency that matches your needs. The normal meet-up between a client and a financial advisor is at least annually, where they will hold a review meeting to revisit your portfolio, go over your financial strategy, and address any changes in your personal or financial condition. Throughout the year, your financial advisor will take the initiative to notify you whenever there are changes that may potentially influence your financial condition.

  • What criteria does your Olathe financial advisor use to select investments for retirement?

    To assist you in achieving your long-term retirement objectives, your Olathe financial advisor will strive to build a portfolio of investments specifically for you. This portfolio will give growth potential, diversification, and an acceptable amount of risk. The financial selections made by your advisor are based on your unique needs and risk tolerance.

  • When is the ideal time to work with an Olathe financial advisor?

    There is no right answer for when you will need to hire a financial advisor in Olathe. Some choose to work with a professional once they reach a particular level of wealth, while others decide to do so once they no longer have the time to manage their own affairs. As not all financial advisors will be the ideal fit for you, it is important to make sure their approach is in line with your goals before working with them.

  • How can wealth management services in Olathe benefit you?

    A wealth management firm in Olathe can assist you in making wise financial decisions by offering you specialized plans, expert guidance, and continuous support. You can plan for retirement, reduce tax obligations, maximize investments, and safeguard your assets by working with a wealth management firm and financial advisors. Their main objective is to help you achieve your financial goals.

  • Which individuals in Olathe commonly seek the services of a financial advisor?

    Olathe financial advisers work with both corporate and private clients, including young individuals just starting their financial careers and business owners making succession plans. They also assist people going through life transitions and those trying to maximize their retirement income. A financial advisor has the knowledge and resources to assist you in finding the solutions, regardless of where you are in your financial path.

  • 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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