Best Financial Advisors in Overland Park

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Overland Park, KS

Business Description

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
Yelp
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.
4.0
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Price: Free consultation

SmartAdvisor by SmartAsset

Affinity Asset Management logo
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Affinity Asset Management

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

Business Description

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 (10)

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5.0
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Affinity Asset Management

Beyond Wealth logo
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Beyond Wealth

10901 Lowell Avenue, Overland Park, KS 66210
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  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

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
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Beyond Wealth

Buttonwood Financial Group, LLC logo
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Buttonwood Financial Group, LLC

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

Business Description

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
Google
5.0 / 5 (23)
Facebook
5.0 / 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.
4.0
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Buttonwood Financial Group, LLC

CFO Capital Management logo
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CFO Capital Management

6405 Metcalf Ave Suite 207, Overland Park, KS 66208
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  • Certified Financial Planner (CFP)

Business Description

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:

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5.0
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CFO Capital Management

Engage Advisors logo
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Engage Advisors

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

Business Description

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 (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.
4.0
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Engage Advisors

Financial Advisory Service, Inc. logo
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Financial Advisory Service, Inc.

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

Business Description

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.
5.0
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Financial Advisory Service, Inc.

Financial Partners Group logo
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Financial Partners Group

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

Business Description

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
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Helpfulness
Detail
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Financial Partners Group

Keen Wealth Advisors logo
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Keen Wealth Advisors

6201 College Boulevard, Overland Park, KS 66211
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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
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Keen Wealth Advisors

Parker Financial Group logo
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Parker Financial Group

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

Business Description

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
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Detail
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Parker Financial Group

Prism Financial Group, L.L.C. logo
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Prism Financial Group, L.L.C.

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

Business Description

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.
4.0
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Prism Financial Group, L.L.C.

Searcy Financial logo
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Searcy Financial

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

Business Description

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)

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
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Searcy Financial

Sound Stewardship LLC logo
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Sound Stewardship LLC

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

Business Description

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
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Sound Stewardship LLC

Synergy Wealth Solutions logo
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Synergy Wealth Solutions

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

Business Description

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.
4.3
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.
5.0
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Synergy Wealth Solutions

V Wealth logo
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V Wealth

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

Business Description

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
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V Wealth

Waterfront logo
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Waterfront

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

Business Description

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
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Waterfront

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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).

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