Expertise.com

2024

Last updated:

Best Financial Advisors in Shawnee

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Shawnee Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

32Reviewed

26Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Shawnee, KS
Free Consultation

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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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Shawnee, KS

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Why choose this provider?

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.

6800 College Boulevard Suite 630, Overland Park, KS 66211
WebsiteLicense: 153278

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

6405 Metcalf Avenue, Ste. 207, Overland Park, KS 66208
WebsiteLicense: 110950

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

9200 Indian Creek Parkway, Suite 180, Overland Park, KS 66210
WebsiteLicense: 1014535

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

12980 Foster Street, Suite 160, Overland Park, KS 66213
WebsiteLicense: 105807

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Review Sources

Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

8725 Rosehill Rd #119, Lenexa, KS 66215
WebsiteLicense: 311854

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1805 NW Platte Road, Suite 100, Kansas City, MO 64150
WebsiteLicense: 298268

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1968 Shawnee Mission Parkway, Mission Woods, KS 66205
WebsiteLicense: 281360

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

10901 Lowell Ave, Suite 125, Overland Park, KS 66210
WebsiteLicense: 162231

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

3 West 63rd Street, Suite 120, Kansas City, MO 64113
WebsiteLicense: 172528

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Retirement Planning
  • Tax Planning

10925 Antioch Road Suite 100, Overland, KS 66210
WebsiteLicense: 288644

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Review Sources

Facebook
5.0 (5)
Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

10955 Lowell Avenue, Suite 900, Overland Park, KS 66210
WebsiteLicense: 1175958

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Review Sources

Google
3.9 (7)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1900 West 47th Place Suite 320, Westwood, KS 66205
WebsiteLicense: 2631227

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4811 W 136th St, Leawood, KS 66224
WebsiteLicense: 129625

Expertise.com Rating

Review Sources

Google
5.0 (66)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

8826 Santa Fe Drive, Suite 202, Overland Park, KS 66212
WebsiteLicense: 117501

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Review Sources

Facebook
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

FAQs

  • 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.

  • How are financial advisors compensated in Shawnee?

    Financial advisors in Shawnee are compensated through the following forms of payment structures:

    • A flat rate according to the specific services provided.
    • A per-hour consultancy rate.
    • Management fee based on a percentage of assets under management, usually 1% to 2% per year.
    • Commission-based on the sold financial products such as investments and insurance.
  • How do you conduct a background investigation on a Shawnee financial advisor?

    Background information about Shawnee financial advisors, including their professional licenses, employment history, specialization affiliations, registration, certification, and disciplinary record, is accessible on these online search database:

    • Securities and Exchange Commission's Investment Adviser Public Disclosure.
    • Kansas Insurance Department.
    • Financial Industry Regulatory Authority's BrokerCheck.
    • Certified Financial Planner Board.
    • National Association of Personal Financial Advisors.
  • Can you exceed Roth IRA contribution limits in Shawnee?

    Yes, but your excess contributions to your Shawnee Roth IRA account will be subject to an annual 6% excise tax. The contribution limits for a Roth IRA in 2023 are (a) $228,000 if you are filing jointly as a married or as a qualified widow(er); (b) $153,000 if you are single, head of household, or married but filing separately and did not live with their spouse during the year; (c) and $10,000 if you are married but filing separately and lived together during the year.

  • How can you estimate when your money will double when investing in Shawnee?

    The rule of 72 is a quick way for Shawnee investors to estimate how long it will take for their money to double, assuming a constant annual rate of return. To calculate, simply divide 72 by the fixed rate of return. For instance, if the investment's average annual return is 8%, dividing 72 by 8 yields 12 years as the time it will take for the initial investment to double in value.

  • Is your pension affected by fluctuating rates in Shawnee?

    Yes. A higher interest rate reduces lump sum pension payments, whereas a lower rate increases payouts in Shawnee. Pension annuities, on the other hand, are calculated using parameters like age, years of service, and income, and the recipient generally receives the same monthly payment regardless of interest rate fluctuations. Regular payments are guaranteed, but beneficiaries are vulnerable to inflation due to the lack of cost-of-living adjustments.

  • 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.