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Best Financial Advisors in Overland Park

2024

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SmartAdvisor by SmartAsset

Overland Park, KS
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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
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Price: Free Consultation

Overland Park, KS

Why choose this provider?

Need help contacting a Financial Advisor in Overland Park? 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
10901 Lowell Avenue, Overland Park, KS 66210
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Beyond Wealth is a fiduciary financial advisory firm offering personalized wealth management services to clients in Overland Park and the neighboring areas. It caters to a diverse clientele that includes mid-career professionals, divorcees, and business owners. The firm follows a six-step process in financial planning that involves working with a professional to discuss clients' current situations and create investment strategies aligned with the financial goals. Co-founder Brandy Branstetter is a Certified Financial Planner and has been in the financing field since 2005.

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)
Facebook
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
12980 Foster Street, Overland Park, KS 66213
  • Certified Financial Planner (CFP)

Why choose this provider?

Searcy Financial is a firm that caters to the needs of individuals, families, retirement plan sponsors, and business owners in Overland Park. Its team of advisors handles personal wealth services such as investment management, generational and family financial planning, business and practice consulting, wealth planning, and retirement planning. In addition, it has options like employer-sponsored retirement plans, independent fiduciary review, and open-architected 401(k) plans. Its president and CEO, Michael J. Searcy, is a member of the Center for Fiduciary Studies’ Review Committee.

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

Why choose this provider?

Affinity Asset Management is a wealth management advisory firm assisting clients in Overland Park. It offers investment management and financial planning services focusing on tax planning and strategies that generate efficient distributions of income in retirement. The firm also helps veterans and their families know and maximize the benefits they are entitled to. Its president and owner, Mark Roberts, has been in the financial services industry for 21 years. He is a Chartered Financial Consultant and a Fraternal Insurance 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.
4.6
Google
4.6 / 5 (9)

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
10925 Antioch Road, Overland Park, KS 66210
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Partners Group offers services to individuals, trusts, and corporate clients in Overland Park. Founded by James Claiborne, this firm offers financial planning services, including college, taxation, social security, and retirement planning. This firm conducts periodic reviews to adjust to the changes in tax laws. Moreover, it utilizes a tactical trading approach in investment management and diversifies the client's options through alternative investments. James entered the financial services industry in 1990 and served as the President of the Financial Service Professional society (FSP).

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)
Facebook
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
9200 Indian Creek Parkway, Overland Park, KS 66210
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Parker Financial Group is a family-run, independent financial advisory firm that has been serving Overland Park and nearby areas for nearly three decades. It develops financial plans and provides retirement income strategies, estate planning, risk management, and comprehensive life planning. Social Security maximization strategies, insurance analysis, and wealth management services are also available. Parker Financial Group is managed by the husband-and-wife team of Rodger and Jennifer Parker. They work together with their daughter, Maddie Parker, who 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 (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
6405 Metcalf Ave Suite 207, Overland Park, KS 66208
  • Certified Financial Planner (CFP)

Why choose this provider?

CFO Capital Management provides Overland Park residents with professional financial advice. Founded in 1987, the company assists individuals and businesses that require financial and retirement planning. Its advisors provide financial planning programs tailored to meet clients' specific needs and objectives. They also handle portfolio management, which includes personal investments, pension, corporate cash management, and profit-sharing. The company's CEO, Jay Cruice Jr., is a certified chartered financial consultant by the American College of Financial Services.

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
7101 College Boulevard, Overland Park, KS 66210
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Prism Financial Group, L.L.C., founded in 1988, is a financial management company that caters to the needs of clients in Overland Park and nearby locations. The firm assists clients with financial planning, education planning, insurance planning, portfolio management, and retirement planning. Its team of wealth advisors dedicates themselves to helping clients build, preserve, and maximize their finances. One of its wealth advisors, Tim Shmidl, is a Certified Mutual Fund Specialist and a Chartered Retirement Planning Counselor and provides investment strategies to clients.

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.
4.5
Google
4.5 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

Synergy Wealth Solutions is a financial services firm in Overland Park. The firm offers financial planning services through a collaborative approach to build a plan that reflects the best interest of its clients. Its financial service representatives assist clients in managing investments and arranging insurance coverage. They also help build succession plans to protect businesses from various succession scenarios, such as death and disability. The firm's CEO, Brian Roberts, is a Certified Fund Specialist with over 20 years of experience.

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 (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
6711 West 121st Street, Overland Park, KS 66209
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Waterfront is a financial planning firm that has been serving clients in Overland Park since 1988. It offers retirement and investment solutions that are personalized according to clients' goals and needs. In addition, it helps clients in securing funding options to plan for their child's future education. The firm also handles estate planning to guide clients in allocating the assets and wealth of a deceased family member. Senior Director Mike Shields became a Certified Financial Planner in 2006.

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 (26)

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
7500 College Blvd. Suite 1000, Overland Park, KS 66210
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Keen Wealth Advisors is a financial planning company serving Overland Park. It focuses on retirement, income, tax, and estate planning, investment management, and charitable giving. It helps clients in retirement distribution and investing strategies, risk management, and estate conservation. CEO and founder Bill Keen has nearly 30 years of experience in providing financial advice. He has been featured on Market Watch of the Wall Street Journal, Yahoo! Finance, Forbes, US News & World Report, and Reuters.

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
7300 College Boulevard, Overland Park, KS 66210
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2004, Sound Stewardship LLC has been providing financial advice and planning services to its clients. It serves families in Overland Park and helps them attain sound financial health. The company's advisors craft financial plans that can be adjusted should the client's situations change. They also build customized portfolios using a principled approach to investing and that are aligned with the clients' values. Sound Stewardship LLC was founded by Matthew J. Syverson, who has been in the financial service industry since 2000.

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 (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
4747 West 135th Street, Leawood, KS 66224
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Advisory Service, Inc., is a financial advisory firm serving individuals in Overland Park. It creates strategies to help clients achieve their financial goals according to their current financial situations, assisting them in preparing for future financial life stages. It also provides investment management services. Established in 1979, the firm has been included in the top 300 investment advisers by the Financial Times four times. Its director, James G. Dussold, is a Certified Financial Planner who has been in the industry since 1984.

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
3013 Main Street, Kansas City, MO 64108
  • Certified Financial Planner (CFP)

Why choose this provider?

Buttonwood Financial Group, LLC, is a wealth management firm catering to businesses, families, and individuals in Overland Park. It offers lifestyle enhancements services, which includes personal bills payment, QuickBooks coordination, and private aircraft consulting. Its wealth management services include investment management, cash flow coordination, and consolidated reporting. Assistance with tax strategies, estates and legacies, life transitions, and insurance planning are also available. Its president, Jon McGraw, is a Chartered Mutual Fund Counselor. The firm's Buttonwood Foundation provides support for local community organizations.

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

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
6800 College Boulevard, Overland Park, KS 66211
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 2009, V Wealth is a financial advisory firm serving clients throughout Overland Park. It assists customers with tax planning, retirement planning, estate planning, college planning, brokerage account management, and insurance. The company is composed of a team of professionals who carries years of experience in financial services and who works closely with customers to develop a wealth management plan based on their goals. Tom Blumer, one of the firm's managing partners, has served as a financial advisor at national, regional, and international banks.

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
7285 West 132nd Street, Overland Park, KS 66213
  • Certified Financial Planner (CFP)

Why choose this provider?

Based in Overland Park, Engage Advisors provides financial planning and wealth management services to dentists and their families. The company's staff assists clients in managing their assets and identifying financial opportunities. It also has a tax and accounting division that can perform business and personal tax services. Engage Advisors serves over 500 dental practitioners across the United States. CEO Drew Hinrichs supports Warrior's Best Friend, a non-profit organization that partners injured soldiers with trained rescue dogs.

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 (13)

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
––

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.

  • What are the common misconceptions Overland Park residents have about retirement?

    People in Overland Park typically make assumptions about retirement that could lead to disappointment if they do not create a dependable retirement plan. Some of the common misconceptions people have about retirement include believing that their inheritance will be enough, that they don't have to worry about retirement planning until their fifties, and that they will be able to retire when they are eligible for Social Security.

  • How can an Overland Park resident prepare for retirement?

    Overland Park residents should plan for retirement as early as possible to achieve their desired retirement life. To prepare appropriately for retirement, they must calculate how much retirement income they need, calculate their expected Social Security benefits, determine their withdrawal schedule, and consider adjustments to their investment strategy. Once the individual has calculated their planned retirement income, they can ask a financial advisor to assist them in creating a strategy to retire on the timeline they want.

  • Should an individual in Overland Park consider investing in alternative assets?

    Yes. Overland Park investors should consider investing in alternative assets to diversify their portfolio, mitigate risks, and possibly generate higher returns. Some alternative assets have been proven to be resilient against inflationary pressures, which means the individual's purchasing power and wealth will be protected during those inflationary periods. The most common types of alternative assets include real estate, hedge funds, venture capital, private equity, and private debt.

  • What should an Overland Park investor consider before choosing between growth stocks and value stocks?

    Overland Park residents should take note of the differences between value and growth stocks to find which is better suited for their financial goals. Growth stocks are inherently riskier than value stocks because these are subject to more price fluctuations. Value stocks could be considered a safer investment in the long term, but they tend to provide less growth potential.

  • Is it possible to rebalance a person's investment portfolio in Overland Park?

    Yes. A resident of Overland Park could rebalance their investment portfolio by either adding money to their current portfolio and allocating the new funds to asset classes that have fallen or selling high-value assets to buy more underperforming assets. People need to rebalance their portfolio periodically to make sure it matches their preferred level of risk tolerance.

  • 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.