Best Financial
Advisors in
Kansas City

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Kansas City, MO.

ReviewedCuratedTop Picks1217918

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Beacon Financial Advisors

Beacon Financial Advisors welcomes Kansas City individuals and families from all income levels to develop planning strategies for financial success. The fee-only, independent financial planning firm specializes in providing clients with professional, unbiased advice that everyone needs to build a bright future. The dedicated Certified Financial Planner has a wealth of experience and expertise advising clients in areas of planning for retirement, purchasing a home, eliminating credit card debt, and more.

Lee's Summit, MO(816) 739-4853


Buttonwood Financial Group

Buttonwood Financial Group, LLC is an independent wealth management firm based in Kansas City, MO, guiding individuals and families through the complexities that come with wealth. In their role as Family CFO and with their mission rooted in passion and integrity, Buttonwood provides support by simplifying, organizing and executing holistic financial strategy in harmony with their multigenerational clients' financial lives. Buttonwood Financial Group provides comprehensive wealth management. Tax, insurance, estate, investments, cash flow, retirement, education and business strategies are all integrated into Buttonwood's focus.

Kansas City, MO(816) 285-9000


Chladek Wealth Management

Chladek Wealth Management has provided clients with a straight-forward, honest approach to financial advising for nearly a decade. The Kansas City-area, fee-only firm specializes in developing comprehensive plans that meet individual client needs and goals using a proven, research-based investment strategy. Chladek Wealth Management commits to offering affordable financial planning and investment management through a competitive fee structure.

Overland Park, KS(913) 402-6099


Financial Advisory Service

Financial Advisory Service has been providing clients with expertise and objectivity for over 35 years. The Kansas City-area independent, fee-based advisory firm specializes in delivering strategies and custom plans to help clients achieve financial goals and objectives. The goal-based investment management and financial planning firm features a team of professionals with many years of industry experience. Working professionals, busy executives, and business owners can rely on the trusted firm to provide the highest level of service and customer care.

Leawood, KS(913) 239-2300


Fortune Financial Advisors

Fortune Financial Advisors has been serving Kansas City-area clients with top-notch, unbiased guidance for nearly a decade. The independent wealth management company employs a team of financial experts with decades of experience helping clients meet financial goals. Fortune Financial Advisors specializes in a full spectrum of financial planning and wealth management services that keep client interests a top priority. Individuals and businesses can rely on the fee-only advisory firm to deliver peace of mind on issues of financial planning, personal wealth management, business consulting, and more.

Overland Park, KS(913) 393-0038


Keen Wealth Advisors

Keen Wealth Advisors have a passion for helping clients navigate through a complex financial services world. The Kansas City-area firm specializes in keeping clients on track toward a meaningful and purpose-driven financial future. Keen Wealth Advisors ensure client needs remain a top priority by addressing financial goals and objectives using the most efficient methods available. The financial advisory professionals commit to addressing investing principles and a range of strategies that yield long-term progress.

Overland Park, KS(913) 624-1841


Meyers Wealth Management

Meyers Wealth Management specializes in developing investment and tax strategies that help clients achieve financial goals. The Kansas City-area firm has been guiding individuals and business owners to make sound financial decisions for over 20 years. Meyers Wealth Management features a team of experienced financial advisors with in-depth knowledge and experience that clients can trust.

Overland Park, KS(913) 663-1414


NextGen Wealth

NextGen Wealth has a passion for serving individuals overlooked by firms with high-net-worth-only clientele. The Kansas City-area investment advisory firm concentrates on providing quality, individualized planning advice to successful business professionals, entrepreneurs, and small business owners. NextGen Wealth maintains a team of professionals that combine technology and innovation to help clients achieve financial independence.

Lee's Summit, MO(816) 287-4780


Petrovic Weaver Financial Services

Petrovic Weaver Financial Services is dedicated to helping individuals, families, and executives achieve financial goals with expert guidance and strategies. The Kansas City-area, fee-only firm specializes in advising clients regarding investments, retirement planning, tax strategies, insurance, estate planning, and college planning. Clients can rely on the dedicated financial professionals at Petrovic Weaver Financial Services to deliver unbiased, objective advice with the highest level of integrity and service.

Prairie Village, KS(913) 385-5523


Prosperity Advisory Group

Prosperity Advisory Group focuses on developing solutions to help clients reach financial goals. The Kansas City-area firm commits to adhering to the highest ethical standards and constructing portfolios to meet individual needs. Prosperity Advisory Group specializes in providing clients with financial, investment, tax, education planning, and trust services. Clients can rely on the trusted team of Certified Financial Planners to understand the complexities of changing financial climates and make sound financial recommendations.

Overland Park, KS(913) 451-4501


Providence Financial Advisors

Providence Financial Advisors commit to helping clients in every aspect of financial life. The Kansas City-area, independent investment firm specializes in designing customized programs to grow and conserve wealth by delivering the highest level of personalized service. Providence Financial Advisors maintain a team of financial professionals with a passion for client success and enjoy a reputation for excellence in the industry. Clients can rely on the firm to help develop strategies that lead to financial stability, security, and ultimately financial independence.

Overland Park, KS(913) 323-0535


Searcy Financial

Searcy Financial specializes in providing professional personal wealth planning services for individuals and families. The Kansas City-area firm features a team of experienced professionals with a passion for helping clients achieve financial goals. Searcy Financial also has experience and expertise serving the needs of group retirement, and employer-sponsored retirement plans.

Overland Park, KS(913) 814-3800


Stepp & Rothwell

Stepp & Rothwell specializes in providing Kansas City-area clients with objective advice to achieve individual financial goals and objectives. The fee-only professional financial advisory firm commits to delivering unbiased, results-oriented guidance to help clients make better-informed decisions. Stepp & Rothwell maintains a team of financial professionals with a wealth of knowledge in the areas of estate, tax, cash flow, risk, education planning, and more.

Overland Park, KS(913) 345-4800


Sunrise Advisors

Sunrise Advisors commits to helping Kansas City-area clients fulfill financial objectives, hopes, and dreams. The fee-only registered investment advisors apply proven asset-management techniques including high-quality, low-cost investment strategies. Sunrise Advisors specializes in giving clients effective financial planning tools that yield successful, long-term results. The firm features a team of well-educated, experienced, credentialed advisors with experience in holistic, integrated wealth management solutions.

Leawood, KS(913) 681-0215



Triune features an experienced team of personal and corporate retirement planners with a passion for helping clients achieve financial goals and objectives. The Kansas City-area firm features a high degree of technical financial expertise that ensures sound decisions and yields long-term success. Triune professionals offer clients a wise, thoughtful approach to wealth accumulation and management.

Overland Park, KS(913) 825-6100


Two West

Two West specializes in providing practical financial tools for reducing financial stress. The Kansas City-area firm employs seasoned financial professionals with a wealth of knowledge in the areas of financial planning and portfolio management to help clients reach individual goals. Two West has a passion for financial coaching which helps clients develop a basic understanding of finance.

Overland Park, KS(913) 825-1722


VZD Capital Management

VZD Capital Management focuses on developing strategies to help clients achieve financial independence. The Kansas City-area firm has a passion for client success and brings more than 35 years of experience in the financial industry to every encounter. The expert financial advisor and portfolio manager offers a wealth of expertise in areas of investment advising, customized investment solutions, and life event planning such as divorce, or loss of a spouse.

Overland Park, KS(816) 726-7066


Windward Private Wealth Management

Windward Private Wealth Management commits to providing the highest level of personal attention that helps clients develop sound financial plans, save taxes, and preserve capital. The Kansas City-area fee-only advisory firm features trusted specialists to deliver unbiased advice that is transparent. Windward Private Wealth Management specializes in helping clients to preserve and grow wealth, diversify portfolios, reduce taxes, and invest in the future.

North Kansas City, MO(913) 381-7411


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