Best Financial Advisors in Shawnee

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Last updated: October 1, 2022

Beyond Wealth

10901 Lowell Ave, Suite 125, Overland Park, KS 66210

Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

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.

Cruice Financial Organization Capital Management

6405 Metcalf Avenue, Ste. 207, Overland Park, KS 66208

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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

1968 Shawnee Mission Parkway, Mission Woods, KS 66205

Estate Planning
Certified Financial Planner (CFP)

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.

Falcon Wealth Advisors

1900 Shawnee Mission Pkwy Suite 310, Mission Woods, KS 66205

Estate Planning
Retirement Planning
Tax Planning

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

10925 Antioch Road Suite 100, Overland, KS 66210

Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

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

3 West 63rd Street, Suite 120, Kansas City, MO 64113

Retirement Planning
Tax Planning

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

10851 Mastin Street, Suite 950, Overland Park, KS 66210

Certified Financial Planner (CFP)

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.

Modern Horizons Wealth Advisors

1900 West 47th Place Suite 320, Westwood, KS 66205

Certified Financial Planner (CFP)

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

8725 Rosehill Rd #119, Lenexa, KS 66215

Certified Financial Planner (CFP)

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

9200 Indian Creek Parkway, Suite 180, Overland Park, KS 66210

Certified Financial Planner (CFP)

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

10955 Lowell Avenue, Suite 900, Overland Park, KS 66210

Certified Financial Planner (CFP)

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.

Prosperity Planning

1805 NW Platte Road, Suite 100, Kansas City, MO 64150

Certified Financial Planner (CFP)

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.

Searcy Financial

12980 Foster Street, Suite 160, Overland Park, KS 66213

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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

8826 Santa Fe Drive, Suite 202, Overland Park, KS 66212

Certified Financial Planner (CFP)

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

4811 W 136th St, Leawood, KS 66224

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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.

V Wealth

6800 College Boulevard Suite 630, Overland Park, KS 66211

Certified Financial Planner (CFP)

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.

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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).

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