Expertise.com

Best Financial Advisors in Shawnee

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Shawnee, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Shawnee, KS

Business Description

Need help contacting a Financial Advisor in Shawnee? 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!

Beyond Wealth logo
Visit WebsiteWebsite

License Verified:

License: 162231

Investment Adviser Public Disclosure Database, SEC

Beyond Wealth

Visit WebsiteWebsite
10901 Lowell Ave, Suite 125, Overland Park, KS 66210
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Beyond Wealth has been catering to individuals and businesses in Shawnee and the surrounding areas since 2019. It helps clients manage their wealth and achieve their goals by offering financial planning services. Its plan addresses several fiscal areas, such as cash flow, debt, education, insurance, investment, and retirement. Employee benefits and executive compensation are also covered. Andrew Comstock, a co-founder of Beyond Wealth, holds the Chartered Financial Analyst designation. He is a member of the CFA Society Kansas City.

License Verified:

License: 162231

Investment Adviser Public Disclosure Database, SEC

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
Cruice Financial Organization Capital Management logo
Visit WebsiteWebsite

License Verified:

License: 110950

Investment Adviser Public Disclosure Database, SEC

Cruice Financial Organization Capital Management

Visit WebsiteWebsite
6405 Metcalf Avenue, Ste. 207, Overland Park, KS 66208
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Cruice Financial Organization Capital Management has been serving clients in the Shawnee community since 1987. It provides financial planning solutions to cover cash flow, retirement plans, tax plans, investments, education, and estate planning. It helps clients identify their risk tolerance and develop a long-term wealth management plan. The firm also offers risk management policies for medical bills, disability income, life, and long-term care. Its CEO, Jay S. H. Cruice Jr., is a Certified Financial Planner professional who has received CLU, ChFC, and CFS designations.

License Verified:

License: 110950

Investment Adviser Public Disclosure Database, SEC

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
EVP Capital Advisors logo
Visit WebsiteWebsite

License Verified:

License: 281360

Investment Adviser Public Disclosure Database, SEC

EVP Capital Advisors

Visit WebsiteWebsite
1968 Shawnee Mission Parkway, Mission Woods, KS 66205
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

EVP Capital Advisors serves Shawnee residents, businesses, and institutions. The wealth management firm helps clients accomplish financial goals through retirement, education, and insurance planning, as well as investment portfolio management. It operates as a fiduciary, concentrating on achieving what clients want out of their investments and not on how many financial products it can sell. The firm also provides estate and tax management services to enhance the longevity of the client's assets. Managing director Ryan Patton is a Certified Financial Planner and a Certified Investment Management Analyst.

License Verified:

License: 281360

Investment Adviser Public Disclosure Database, SEC

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)
Falcon Wealth Advisors logo
Visit WebsiteWebsite

Falcon Wealth Advisors

Visit WebsiteWebsite
1900 Shawnee Mission Pkwy Suite 310, Mission Woods, KS 66205
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Falcon Wealth Advisors assists Shawnee residents in achieving financial independence. The firm creates financial plans that align with the goals of its clients, such as retirement planning and Social Security utilization. It also provides investment management services, advising clients on discretionary asset management, individual security selection, legacy stock oversight, and equity compensation reviews. Jake Falcon, the firm's founder, is a CRPC professional with over ten years of industry experience. He was named to Forbes' list of Kansas' Best-In-State Wealth Advisors in 2021.

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 (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
Financial Partners Group logo
Visit WebsiteWebsite

License Verified:

License: 288644

Investment Adviser Public Disclosure Database, SEC

Financial Partners Group

Visit WebsiteWebsite
10925 Antioch Road Suite 100, Overland, KS 66210
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Financial Partners Group serves individuals and families in Shawnee. The investment advisory firm offers financial and estate planning. Its team also handles wealth, investment, and 401k management. It helps clients achieve various goals, from securing a college or retirement fund to growing their Social Security stock and starting a tax-efficient investment portfolio. Its financial advisors use various strategies, including structured hedging, tactical and block trading, marginable securities, and insurance planning. Managing partner James Claiborne is a Certified Fund Specialist, Chartered Life Underwriter, and Chartered Financial Consultant.

License Verified:

License: 288644

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (4)
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
Kansas City Private Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 172528

Investment Adviser Public Disclosure Database, SEC

Kansas City Private Wealth Management

Visit WebsiteWebsite
3 West 63rd Street, Suite 120, Kansas City, MO 64113
  • Retirement Planning
  • Tax Planning

Business Description

Kansas City Private Wealth Management is a firm that serves Shawnee. It advises individuals and businesses on ways to manage their finances and improve their financial well-being. It works with clients in different areas of financial planning, such as charitable giving, estate, investment management, retirement, taxes, and trusts. The firm also assists corporations and non-profits with regard to defined contributions, planned giving accounts, and risk management. Founder Jack D. Wheeler has been working in the financial services industry since 2001.

License Verified:

License: 172528

Investment Adviser Public Disclosure Database, SEC

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
Lincoln Financial Advisors logo
Visit WebsiteWebsite

Lincoln Financial Advisors

Visit WebsiteWebsite
10851 Mastin Street, Suite 950, Overland Park, KS 66210
  • Certified Financial Planner (CFP)

Business Description

Lincoln Financial Advisors caters to clients in the Shawnee metro and its surrounding communities. It helps clients in their various financial situations by offering a wide array of services that include estate and business planning, as well as education funding. It also advocates for women's financial future and provides them with different strategies. In addition, it has a compilation of resources that helps with achieving financial literacy. Lincoln Financial Advisors also has offices in Iowa and Nebraska.

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)
Modern Horizons Wealth Advisors logo

License Verified:

License: 2631227

Investment Adviser Public Disclosure Database, SEC

Modern Horizons Wealth Advisors

1900 West 47th Place Suite 320, Westwood, KS 66205
  • Certified Financial Planner (CFP)

Business Description

Modern Horizons Wealth Advisors represents modern families, traditional wealth builders, business owners, and retirees in Shawnee and surrounding areas. The firm provides a variety of services, such as financial planning, investment management, and employee retirement plans. It addresses the risks and protects the wealth of customers by offering financial relief, assistance with debt payoff, and tax advantages. In addition to financial solutions, its team of advisors with a collective industry experience of more than 50 years educates clients through one-on-one counseling, online resources, and email alerts.

License Verified:

License: 2631227

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Owlfi logo
Visit WebsiteWebsite

License Verified:

License: 311854

Investment Adviser Public Disclosure Database, SEC

Owlfi

Visit WebsiteWebsite
8725 Rosehill Rd #119, Lenexa, KS 66215
  • Certified Financial Planner (CFP)

Business Description

Owlfi is a financial advisory firm serving Shawnee and the surrounding locations. Its team helps clients prepare for retirement by identifying income sources, managing assets, and building and implementing financial plans for them. The professionals also offer estate planning services, which involve taking into account tax implications. Additionally, the financial advisors manage investment portfolios and serve as business CFOs and controllers. Owlfi is led by Elliot Omanson, who has conducted more than a hundred retirement planning seminars.

License Verified:

License: 311854

Investment Adviser Public Disclosure Database, SEC

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
Responsiveness
Friendliness
Helpfulness
Detail
––
Parker Financial Group logo
Visit WebsiteWebsite

License Verified:

License: 1014535

Investment Adviser Public Disclosure Database, SEC

Parker Financial Group

Visit WebsiteWebsite
9200 Indian Creek Parkway, Suite 180, Overland Park, KS 66210
  • Certified Financial Planner (CFP)

Business Description

Parker Financial Group serves clients in Shawnee and its surrounding areas. It offers a wide range of services, from wealth management and comprehensive life planning to retirement income strategies and IRA or 401k rollovers. It examines clients' investment plans, analyzes the progress of their portfolios, and evaluates the strategies used to determine the appropriate investment model for them. It has been featured in a variety of publications, such as Forbes, MSN Money, GOBankingRates, ETF.com, and FiduciaryNews.com.

License Verified:

License: 1014535

Investment Adviser Public Disclosure Database, SEC

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
Prosperity Advisors logo

License Verified:

License: 1175958

Investment Adviser Public Disclosure Database, SEC

Prosperity Advisors

10955 Lowell Avenue, Suite 900, Overland Park, KS 66210
  • Certified Financial Planner (CFP)

Business Description

Prosperity Advisors is a firm that serves Shawnee. Its advisors provide workable solutions to help clients pursue their life goals, such as retirement, college funding, special needs support, and estate planning. They advise clients on strategies, craft financial plans, build tailored investment portfolios, and monitor for changes in personal and financial circumstances. Prosperity Advisors was founded in 1989. It is a member of the invitation-only Forbes Finance Council, and its CFO Paul W. Ewing has been named as a top financial advisor by the Financial Times.

License Verified:

License: 1175958

Investment Adviser Public Disclosure Database, SEC

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.
4.1
Google
3.7 / 5 (6)
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
Prosperity Planning logo
Visit WebsiteWebsite

License Verified:

License: 298268

Investment Adviser Public Disclosure Database, SEC

Prosperity Planning

Visit WebsiteWebsite
1805 NW Platte Road, Suite 100, Kansas City, MO 64150
  • Certified Financial Planner (CFP)

Business Description

Prosperity Planning serves pre-retirees, divorcees, business owners, and high-income women in Shawnee. Its advisors use a fiduciary approach to work with clients to create investment, college funding, healthcare, and employee compensation blueprints based on their specific situations and objectives. They work with other service providers to refinance mortgages, update wills, and implement tax-saving strategies. The team monitors investments and tracks progress to update plans as needed in order to deliver proactive solutions. Cindy Richey, its president, is a CFP and a CDFA.

License Verified:

License: 298268

Investment Adviser Public Disclosure Database, SEC

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
Searcy Financial logo
Visit WebsiteWebsite

License Verified:

License: 105807

Investment Adviser Public Disclosure Database, SEC

Searcy Financial

Visit WebsiteWebsite
12980 Foster Street, Suite 160, Overland Park, KS 66213
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Searcy Financial caters to individuals and families throughout Shawnee and its surrounding cities. It provides wealth and retirement planning, investment management, and generational and family financial planning services. The company also offers end-of-life and situational planning and assists families with special needs. Its process involves identifying clients' goals and needs, presenting and implementing a financial plan, and reviewing and recalibrating the plan. Michael J. Searcy, founding advisor, is a Certified Financial Planner, Chartered Financial Consultant, and an Accredited Investment Fiduciary Analyst.

License Verified:

License: 105807

Investment Adviser Public Disclosure Database, SEC

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
Sound Investments Inc logo

License Verified:

License: 117501

Investment Adviser Public Disclosure Database, SEC

Sound Investments Inc

8826 Santa Fe Drive, Suite 202, Overland Park, KS 66212
  • Certified Financial Planner (CFP)

Business Description

Sound Investments Inc serves clients in Shawnee and nearby areas. Its list of services includes financial planning and investment management. It creates financial plans for clients, forecasts their future cash flows, reduces their taxes, and lowers their portfolio management costs. It also selects the appropriate investments for clients based on their financial objectives. The firm is led by Ken Gilpin, a Certified Financial Planner who has been in the industry for over 10 years.

License Verified:

License: 117501

Investment Adviser Public Disclosure Database, SEC

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
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
The Retirement Planning Group logo
Visit WebsiteWebsite

License Verified:

License: 129625

Investment Adviser Public Disclosure Database, SEC

The Retirement Planning Group

Visit WebsiteWebsite
4811 W 136th St, Leawood, KS 66224
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

The Retirement Planning Group is an independent advisory firm serving Shawnee. The firm has been in the industry for over 15 years, consisting of CFPs, CPAs, and CFAs. They provide wealth and portfolio management, retirement planning, rebalancing, and estate planning. Its professionals serve as advisors, creating a strategy based on the client's individual needs to support their long-term needs and goals. The firm has been featured in various publications, including Forbes, Bloomberg, Business Insider, and the Kansas City Business Journal.

License Verified:

License: 129625

Investment Adviser Public Disclosure Database, SEC

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 (66)

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
Responsiveness
Friendliness
Helpfulness
Detail
––
V Wealth logo

License Verified:

License: 153278

Investment Adviser Public Disclosure Database, SEC

V Wealth

6800 College Boulevard Suite 630, Overland Park, KS 66211
  • Certified Financial Planner (CFP)

Business Description

Established in 2009, V Wealth is a financial advisory firm that works with clients in and around Shawnee. The company offers a range of financial planning services, including college, tax, retirement, estate, money purchasing, and profit-sharing planning. As a registered investment advisory firm, the company provides guidance on bonds, common stock, educational IRA, brokerage accounts, treasury bills, and government securities. Co-founder Tom Blumer started his career in 1995 and served as a financial advisor at regional, national, and international banks.

License Verified:

License: 153278

Investment Adviser Public Disclosure Database, SEC

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 (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