Day: November 1, 2019

10 Best Kansas City Financial Advisors & Wealth Management Firms

Posted by Blogger Local | Nov 1, 2019 | Local Reviews

Are you searching for the top financial advisors in Kansas City or best Kansas City wealth...

Are you searching for the top financial advisors in Kansas City or best Kansas City wealth management firms?

Every day, dozens of people in Kansas City search for the best “financial planners near me”.

Whether you are planning for your financial future, or trying to figure out how to invest your current savings or inheritance, trying to find the best financial advisory firm in Kansas City for your situation can be a daunting task.

Where do you start?

It’s not like your friends or even relatives are going to disclose much detail on their advisors’ track record.

In the end, you must do your own due diligence.

Everyone searches online these days to do research on major purchases and life decisions – which is what brought you to this popular blog post!

When you decide it’s time to hire a financial advisor, you are partnering with an expert that will (hopefully) guide you to financial freedom.

This is a serious decision.

So important, in fact, that people often put it off and leave their wealth in cash or low performing assets, instead of putting that hard-earned money to work.

Top financial advisors and wealth management firms in Kansas City provide more than just investment advice.

Just like legal advisors and marketing experts, financial advisory is not a commodity – it’s not only the education, training and experience of your financial advisory teams, it comes down to talent.

Note: nothing replaces your own homework and due diligence.

This list is our list, and we have our own rating criteria for our popular (and high ranking) Kansas City top 10 lists.

Here are top 10 Kansas City financial advisors with whom you may partner with to guide you to financial freedom.

Meet the Best Kansas City Financial Advisors & Top Wealth Management Firms in Kansas City

Prevail Wealth Strategies

best kansas city company

At Prevail, managing money is more than financial. It’s personal. And it’s personalized. They never use a cookie-cutter approach. Every client is different, and so must be their approach to creating, growing, protecting, and distributing their wealth. The “model portfolio” where money is stacked in different funds (ex. conservative, balanced, value, growth, aggressive growth, etc.) isn’t necessarily a model for today. Today’s market is unique, and so are the needs of our clients. Since the economy, the world, and our individual situations can change at a break-neck speed, Prevail takes into account not only our clients’ risk tolerance and asset class diversification, but also their overall tax strategy—that layers in another level of protection of assets.

Financial Planning Services in Kansas City:

Tax-Free Strategies
Investment Strategies
Real Estate Strategies
Insurance Planning
Risk Management
Advanced Planning
Wealth Enhancement
Wealth Protection
Wealth Transfer
Charitable Giving
Relationship Management

Prevail Innovative Wealth Strategies
4745 W 136th St
Leawood, KS 66224
Phone: (913) 295-9500
https://prevailiws.com

True Wealth & Company LLC

Bryan Sarff, a Certified Financial Planner, is the President and a Personal Wealth Manager at True Wealth & Company, LLC and has been serving clients financial needs since 2003. Bryan is a locally based Kansas City thought leader in wealth management and financial advisory services for professionals, retirees and business owners. His firm’s services cover all areas of the wealth management process from investment strategies, retirement planning, risk management, estate conservation, and insurance planning.

True Wealth & Company™ is a fully independent firm. According to Bryan “I am a personal wealth manager primarily for a select group of successful business owners and retirees, who among other things aspire to a work-optional lifestyle. I have developed and refined a process that puts all the pieces of their financial puzzle together and I call it the Work Optional Formula™.”

Bryan chairs the Investment Committee of True Wealth & Company and manages assets for business owners, professionals and retirees/pre-retirees.

Bryan’s public speaking includes hundreds of wealth management workshops on investing for retirement, protecting your assets from these Turbulent Times, maximizing social security, and will & estate planning. He has been the host or co-host of a financial talk radio show for the better part of seven years on News Radio 980 KMBZ, Talk Radio 710, and Hot Talk 1510 and is the host of the popular podcast Let’s Make Work Optional.

Listen to Byran’s Podcast on making work optional:

Financial Planning Services in Kansas City:

Investment Consulting
Retirement Planning
Insurance Planning
Risk Management
Advanced Planning
Wealth Enhancement
Wealth Protection
Wealth Transfer
Charitable Giving
Relationship Management

True Wealth & Company LLC
7450 W 130th St, Suite 300
Overland Park, KS 66213
Phone: (913) 653-8783
https://retirewithtrue.com

Creative Planning

Unlike most of the boutique financial advisory firms on this list, Creative Planning is more of a big-box wealth management company. They have been providing wealth management services to high net worth clients since 1983, and currently, manage over $40 billion for their clients in all 50 states. Creative Planning’s mission is to provide their clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.

Investment management
Financial planning
Estate planning
Risk management

Creative Planning
5454 W 110th St
Overland Park, KS 66211
Phone: (866) 909-5148
https://creativeplanning.com

Mariner Wealth Advisers

Mariner Wealth Advisers believe everyone can benefit from professional advice. As your financial advisor of choice, Mariner Wealth Advisers is dedicated to helping clients make informed financial decisions so that they may live fulfilling lives. As your advocate, they do not provide advice until they understand what is most important to you. Their in-house professionals take time to establish an understanding of your long-term vision in order to set meaningful goals and help you come up with a plan to reach them.

Financial Planning Services in Kansas City:

Investment management
Executive retirement services
Estate planning and trust services
Risk management
Tax and bookkeeping
Family office services
Retirement planning
Specialized business services

Mariner Wealth Advisers
5700 W. 112^th Street, Suite 200
Overland Park, KS 66211
Phone: (913) 647-9700
http://www.marinerwealthadvisors.com

Financial Advisory Services, Inc.

For more than 3 decades, FAS has offered exceptional financial advisory services to clients in Kansas City and surrounding areas. Employee-owned and independent financial advisor, FAS tailors its products to suit every client’s financial goals. FAS has a team of professionals ready to manage your investment portfolio according to your desired goals. The unique quality of employee firm, independence and real team concept, all contribute to amazing overall customer experience.

Financial Planning Services in Kansas City:

Financial planning
Investment management

Financial Advisory Services, Inc.
4747 West 135^th Street
Leawood, KS 66224
Phone: (913) 239-2300
http://www.faskc.com

Chladek Wealth Management

Founded by John P. Chladek, MBA, CFP, in 2009, Chladek Wealth Management helps families create wealth. Their straightforward and honest approach resonates with Kansas City community and beyond. They provide free-only advice and do not accept product commissions or benefits from third-party companies. One of the benefits of teaming with Chladek Wealth Management is the ability to meet and speak with a dedicated advisor on as-needed basis, whether you are handling a small concern or a life-changing event.

Financial Planning Services in Kansas City:

Investment advice
Financial planning
Retirement planning
Employer retirement plans

Chladek Wealth Management
12900 Metcalf Ave.,
#210 Overland Park, KS 66213
Phone: (913) 402-6099
https://chladekwealth.com

Buttonwood Financial Group, LLC

Buttonwood Financial Group, LLC is a fee-based SEC-Registered Investment Advisor company that provides investment advisory services to clients in Kansas City and surrounding areas. Their Kansas City office has 10-fulltime employees available to offer the tailormade advisory services to help you meet your financial goals.

Financial Planning Services in Kansas City:

Financial planning
Asset management
Risk and insurance planning
Tax planning
Estate planning

Buttonwood Financial Group
3013 Main St.
Kansas City, MO 64108
Phone: (816) 285-9000
https://buttonwoodfg.com

Triune Financial Life Planning

Triune is a completely independent financial advisory and investment planning company. The firm isrun by five partners with a combined experience of over 150 years. They consistently pursue clarity, simplicity, and transparency for their clients. As a fiduciary, Triune Financial Life Planning is committed to putting customer interest of their own.

Financial Planning Services in Kansas City:

Financial life planning
Corporate retirement plans
Investment management

Triune Financial Life Planning
7400 College Blvd. #300
Overland Park, KS 66210
Phone: (913) 825-6100
https://www.triunefp.com

NextGen Wealth

Founded by Clint Haynes, a Certified Financial Planner, NextGen Wealth offers comprehensive financial advisory and wealth management services. Clint has been in the industry since 2001 as a financial advisor and have worked for major Wall Street firms all the way to smaller regional firms.

Financial Services in Kansas City

Financial planning
401K review

NextGen Wealth
405 SW Waterfall Ct
Lee’s Summit, MO 64081
Phone: (816) 287-4780
https://www.nextgen-wealth.com

Barber Financial Group

Founded by Dean Barber in 1996, Barber Financial Group focuses on helping retirees and pre-retirees receive financial planning that encompases more than just employment. Today, the firm has offices in Lee’s Summit, Lenexa, and North Kansas City, with financial advisors, CPA, Insurance specialists, and estate attorneys working together to provide the best financial advice to clients. Their experts work closely with clients to deliver comprehensive plans that produce the most favorable outcome.

Financial Planning Services in Kansas City:

Retirement planning
Investment management
Tax services
Estate planning-
Social security
Insurance services

Barber Financial Group – Lenexa Office
13550 W. 95^th Street
Lenexa, KS 66215
Phone: (913) 393-1000
https://barberfinancialgroup.com

Petrovic Weaver Financial Services

Founded by Alex Petrovic Jr., Petrovic Weaver Financial Services have successfully helped clients in Kansas City and surrounding areas manage their investments and plan for their financial futures. The professional team at Petrovic Weaver Financial Services include three Certified Financial Planners, Certified Public Accountant, and Chartered Financial Analyst.

Financial Services in Kansas City

Investment management
Retirement planning
Comprehensive financial planning

Petrovic Weaver Financial Services
4200 Somerset Drive, Suite 217
Prairie Village, KS 66208
Phone: (913) 385-5523
http://www.petrovicweaverfinancial.com

Searcy Financial

Searcy Financial offers financial advisory services to individuals, families, businesses, and retirement plan sponsors in Kansas City and surrounding areas. Searcy Financial understands that each client has unique financial needs, goals, and challenges, and is dedicated to offering tailormade solutions that addresses these needs. Searcy Financial addresses your financial needs so you can spend time nurturing relationships and explore your passions.

Financial Services in Kansas City

Wealth planning
Investment management
Retirement plans
Generational and family financial planning
Business and practice consulting
Situational planning
End-of-life planning

Searcy Financial Services, Inc.,
12980 Foster Street, Suite 160
Overland Park, Kansas 66213
Phone: (913) 814-3800
http://searcyfinancial.com

Now You Are Ready to Choose a Financial Advisor in Kansas City

Finding the right Kansas City financial planners and advisors who understands your financial goals and aspirations can be a defining step toward realizing your financial goal.

The right financial advisor may can help you define your goals and values, and develop a plan that will help you marry your goals with values.

Before engaging any Kansas City wealth manager or any financial advisors for that matter, be sure to conduct your own due-diligence. Search online.

Check their reviews. Ask for a list of references and be sure to follow-up ask current clients about the wealth manager’s customer service, track record, performance, and responsiveness.

If you liked this post on the best Kansas City financial planners, you may also want to check out our post of top Kansas City banks.