Best Financial Advisors in Shawnee 2022
We scored 30 Financial Advisors in Shawnee and Picked the Top 16
Here are the Picks:
Beyond Wealth
.jpg&w=3840&q=75)
Cruice Financial Organization Capital Management
EVP Capital Advisors
.jpg&w=3840&q=75)
Falcon Wealth Advisors
Financial Partners Group
Kansas City Private Wealth Management
Lincoln Financial Advisors
.jpg&w=3840&q=75)
Modern Horizons Wealth Advisors
Owlfi
Parker Financial Group
Prosperity Advisors
.jpg&w=3840&q=75)
Prosperity Planning
.jpg&w=3840&q=75)
Searcy Financial
Sound Investments Inc
The Retirement Planning Group
.jpg&w=3840&q=75)
V Wealth
Beyond Wealth
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.
.jpg&w=3840&q=75)
Cruice Financial Organization Capital Management
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.
EVP Capital Advisors
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.
.jpg&w=3840&q=75)
Falcon Wealth Advisors
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.
Financial Partners Group
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.
Kansas City Private Wealth Management
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.
Lincoln Financial Advisors
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.
.jpg&w=3840&q=75)
Modern Horizons Wealth Advisors
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.
Owlfi
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.
Parker Financial Group
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.
Prosperity Advisors
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.
.jpg&w=3840&q=75)
Prosperity Planning
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.
.jpg&w=3840&q=75)
Searcy Financial
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.
Sound Investments Inc
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.
The Retirement Planning Group
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.
.jpg&w=3840&q=75)
V Wealth
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.