Reviews kansas city financial advisors

Published on May 19th, 2018 | by Blogger Local

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Top 10 Best Kansas City Financial Advisors & Wealth Management Firms

Are you searching for the top financial advisors in Kansas City?

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, 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.  The really good 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 ten lists.

Here are top 10 Kansas City financial advisors with whom you can partner in your journey to prudent financial freedom.

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

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 Services in Kansas City

  • Financial planning
  • Investment management

Financial Advisory Services, Inc.
4747 West 135th 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 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

 

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 Services in Kansas City

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

 

Barber Financial Group – Lenexa Office
13550 W. 95th Street
Lenexa, KS 66215
Phone: (913) 393-1000
https://barberfinancialgroup.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 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. 112th Street, Suite 200
Overland Park, KS 66211
Phone: (913) 647-9700
http://www.marinerwealthadvisors.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 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 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

 

Sunrise Advisors

Founded in 1993, Sunrise Advisors is one of Midwest’s first “free-only” Registered Investment Advisor (RIA) firms. Reliability, consistency, and continuity ensures they will be around to work with their clients and their families for generations. The firm is built on the concept that delivery of financial advice is a collaborative process, not a sales endeavor.

Financial Services in Kansas City

  • Investment management
  • Financial planning
  • Retirement plans
  • Estate and Trustee services
  • Family office services

Sunrise Advisors
3710 W. 135th Street
Leawood, Kansas 66224
Phone: (913) 681-0215
http://www.sunriseadvisors.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

 

Finding the right advisor 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.


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Blogger Local is a local media content blogging platform designed to give the metro area first-hand information, reviews and detailed company profiles about the local businesses that serve our community.



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