List of Firms
Leawood, KS Fiduciary Financial Advisors
CommunityAmerica Financial Advisor - Heath Burch
Ken Eidson - RBC Wealth Management Financial Advisor
Total Wealth Management Group - UBS Financial Services Inc.
MDS Advisors of Raymond James
CommunityAmerica Financial Advisor - Scott Adams
Edward Jones - Financial Advisor: Martin Meyers, AAMS™
Edward Jones - Financial Advisor: Shana M Scicluna, CFP®|AAMS™|CRPC™
Everest Wealth Management
Financial Advisory Service, Inc
Merrill Lynch Wealth Management Advisor Jonathan Cole Helbert
Edward Jones - Financial Advisor: Josh Hartman
Where Certified Financial Advisors in Leawood, KS Serve
Leawood, KS is a bustling city located in the heart of Johnson County, Kansas. It is home to a plethora of notable landmarks, including the Ironwoods Park, Leawood City Park, and the Tomahawk Creek Trail. These landmarks offer residents and visitors alike the chance to experience the natural beauty of the area and engage in outdoor activities such as hiking, biking, and picnicking. In addition to its natural beauty, Leawood is also home to several top employers, including the Sprint Corporation, the University of Kansas Health System, and the Cerner Corporation. These companies provide a wealth of employment opportunities for the city's residents, helping to fuel the local economy and promote growth and development. Leawood is also well-connected to the rest of the region via several major highways and streets, including I-435, US-69, and State Line Road.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Leawood, KS
A financial advisor in Leawood, KS can provide a wide range of financial advising services for individuals and businesses. From investment management to retirement planning, a financial advisor can help clients achieve their financial goals. One specific aspect of Leawood, KS that a financial advisor may take into consideration is the city's high median household income. With a median household income of over $140,000, Leawood residents may have unique financial needs and goals that require specialized attention. A financial advisor can help clients navigate the complexities of managing a high income, including tax planning, estate planning, and charitable giving strategies. Additionally, a financial advisor can help Leawood residents make informed decisions about investing in local businesses and real estate opportunities. With their expertise and knowledge of the local market, a financial advisor can help clients achieve financial success in Leawood and beyond.
Leawood, KS is unequivocally the best place to get financial advising. One of the reasons for this is the fact that it is home to a thriving business community that is constantly evolving. This means that financial advisors in Leawood are always up-to-date with the latest trends and best practices in the industry. Additionally, Leawood is known for its highly educated population, which ensures that financial advisors in the area are well-equipped to handle complex financial issues. Furthermore, Leawood is located in the heart of the Kansas City metropolitan area, which gives residents access to a wide range of financial services and resources. Whether you are looking for retirement planning, investment advice, or help with tax planning, Leawood has something to offer. So, if you want to ensure that your financial future is in good hands, look no further than Leawood, KS.
A financial planner in Leawood, KS is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. With a deep understanding of the local economy, tax laws, and investment opportunities, a financial planner in Leawood, KS can help clients achieve their financial goals and maximize their wealth. From retirement planning to estate planning, risk management to investment management, a financial planner in Leawood, KS offers a wide range of services tailored to meet the unique needs of each client. With access to the latest financial tools and technologies, as well as a network of trusted professionals in the community, a financial planner in Leawood, KS is well-equipped to provide expert guidance and support to clients at every stage of their financial journey. Whether you are a young professional just starting out or a seasoned investor looking to grow your portfolio, a financial planner in Leawood, KS can help you navigate the complex world of finance with confidence and ease.
Leawood, KS residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With a median household income of $142,000, Leawood is one of the wealthiest cities in Kansas. However, this affluence can often lead to a complex financial landscape that requires expert advice. Whether it's investing in the stock market, planning for retirement, or managing debt, a financial advisor can help Leawood residents navigate the intricacies of their finances. Additionally, with the city's proximity to Kansas City, residents may have access to unique investment opportunities that require specialized knowledge. A financial advisor can provide the necessary guidance to make informed decisions and maximize returns. Ultimately, Leawood residents should consider reaching out to a financial advisor when they need assistance navigating the complex financial landscape of their affluent community.
A financial advisor in Leawood, KS must possess a unique set of qualities to cater to the affluent population of the city. Firstly, they must have a deep understanding of the financial landscape in Leawood, which is known for its high-income households and thriving business community. Additionally, they should have excellent communication skills to effectively explain complex financial concepts to clients. The advisor must also possess a strong work ethic and be willing to go above and beyond to ensure their clients' financial goals are met. Furthermore, they should have a keen eye for detail and be able to analyze and interpret financial data accurately. Lastly, they must be trustworthy and have a track record of successfully managing their clients' finances. Leawood, KS is a city with a diverse population, including entrepreneurs, business owners, and retirees, all with unique financial needs. Therefore, a financial advisor in Leawood must be adaptable and able to provide personalized financial advice to each client.
Leawood, KS is home to some of the top financial advising firms in the region. These firms offer a range of services that cater to the diverse needs of their clients, from investment management and retirement planning to tax planning and estate planning. One of the unique aspects of the financial advising industry in Leawood is its close ties to the local community. Many of the firms are deeply involved in supporting local charities and organizations, and they often work closely with other businesses in the area to promote economic growth and development. Additionally, the financial advising firms in Leawood are known for their exceptional customer service and personalized approach to wealth management, which has helped them build a loyal client base over the years. Overall, Leawood's financial advising industry is a shining example of the city's commitment to excellence and innovation in all areas of business and finance.
Financial advisors in Leawood, KS are compensated through various methods, including commission-based, fee-based, and hybrid models. Commission-based compensation involves earning a percentage of the products or services sold to clients, while fee-based compensation involves charging a predetermined fee for services provided. Hybrid models combine both commission and fee-based compensation. In Leawood, KS, financial advisors may also receive compensation through revenue-sharing agreements with investment firms or insurance companies. Additionally, some advisors may receive bonuses or incentives based on their performance. It is important for clients to understand how their advisor is compensated to ensure transparency and avoid conflicts of interest.