Best Financial Advisors in Olathe

Laurels

We did the research for you!

Licensing
User Reviews
Mystery Shopping Calls

Financial Advisors FAQs 〉

Financial Advisors FAQs

Last updated: September 27, 2022

FEATURED

SmartAdvisor by SmartAsset

Olathe, KS

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.

website

Affinity Asset Management

13220 Metcalf Avenue, Overland Park, KS 66213

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.

Compass Financial Resources, LLC

13095 South Mur-Len Road, Olathe, KS 66062

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.

Family Investment Center

11253 Strang Line Road, Lenexa, KS 66215

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.

Financial Advisory Service, Inc.

4747 West 135th Street, Overland Park, KS 66224

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.

Hadel Financial Advisors, Inc.

11900 College Boulevard, Overland Park, KS 66210

Estate Planning
Retirement Planning
Insurance Products

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.

Lighthouse Financial Strategies

8730 Bourgade Avenue, Lenexa, KS 66219

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.

Parker Financial Group

9200 Indian Creek Parkway, Overland Park, KS 66210

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.

Synergy Wealth Solutions

10975 Benson Drive, Overland Park, KS 66210

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.

The Woody Financial Group

14670 South Harrison Street, Olathe, KS 66061

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

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.

Back to Providers

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).

Read All FAQS 〉

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you 〉