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Laurels

Best Financial Advisors in Olathe
2022

We scored 39 Financial Advisors in Olathe, KS and Picked the Top 9

Here are the Picks:

Affinity Asset Management

Compass Financial Resources, LLC

Family Investment Center

Financial Advisory Service, Inc.

Hadel Financial Advisors, Inc.

Lighthouse Financial Strategies

Parker Financial Group

Synergy Wealth Solutions

The Woody Financial Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Olathe 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 39 27 9

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

Affinity Asset Management

  • Certified Financial Planner (CFP)

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.

Click to Call

13220 Metcalf Avenue
Overland Park, KS 66213

Website

(913) 381-4800 Website

Reputation:A

More Info

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:

4 / 5 (Better)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Compass Financial Resources, LLC

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

Click to Call

13095 South Mur-Len Road
Olathe, KS 66062

Website

(800) 750-8536 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: Free initial consultation

Family Investment Center

  • Certified Financial Planner (CFP)

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.

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11253 Strang Line Road
Lenexa, KS 66215

Website

(816) 233-4100 Website

Professionalism: A

More Info

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: --

Financial Advisory Service, Inc.

  • Certified Financial Planner (CFP)

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.

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4747 West 135th Street
Overland Park, KS 66224

Website

(913) 239-2300 Website

Reputation:A

More Info

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:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Hadel Financial Advisors, Inc.

  • Estate Planning
  • Insurance Products
  • Retirement Planning

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.

Click to Call

11900 College Boulevard
Overland Park, KS 66210

Website

(913) 825-2626 Website

Professionalism: A+

More Info

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+

Lighthouse Financial Strategies

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

8730 Bourgade Avenue
Lenexa, KS 66219

Website

(816) 537-5148 Website

Reputation:A

More Info

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:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Parker Financial Group

  • Retirement Planning

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.

Click to Call

9200 Indian Creek Parkway
Overland Park, KS 66210

Website

(913) 661-9492 Website

Reputation:A

More Info

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:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Synergy Wealth Solutions

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

10975 Benson Drive
Overland Park, KS 66210

Website

(913) 234-0300 Website

Reputation:A

More Info

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:

4.3 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

The Woody Financial Group

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

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.

Click to Call

14670 South Harrison Street
Olathe, KS 66061

Website

(913) 345-1030 Website

Reputation:A

More Info

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:

4 / 5 (Better)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

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