List of Firms
Mission Woods, KS Fiduciary Financial Advisors
Kansas City Private Wealth Management
Merrill Lynch Wealth Management Advisor Jared Gudenkauf
Edward Jones - Financial Advisor: Lance K Burnside
Edward Jones - Financial Advisor: Mark D Zastrow, AAMS®
Edward Jones - Financial Advisor: Bill Hudson
Comprehensive Accounting Wealth Management LLC
Merrill Lynch Wealth Management Advisor Natalie Kirk Welch
CommunityAmerica Financial Advisor - Ashley Dickson
Edward Jones - Financial Advisor: Laura A Hudson, AAMS®
Edward Jones - Financial Advisor: Casey Clark
Edward Jones - Financial Advisor: Eric R Schmitt
Country Club Bank
Brad Welch - Morgan Stanley
Edward Jones - Financial Advisor: Greta A O'Very
Mader & Shannon Wealth Management
Heritage First
Casey H Dreher
Merrill Lynch Wealth Management Advisor Donald Porterfield
Sentinel Wealth Advisors LLC
Financial Resources
Financial Designs Inc
Edward Jones - Financial Advisor: Marc D Beelman, CFA®
Capital Management Inc
Merrill Lynch Private Wealth Advisor Michael A Lowry
Bowood Capital Advisors
Edward Jones - Financial Advisor: Julia Bartak, CFP®
Merrill Lynch Wealth Management Advisor Richard J Goede
Edward Jones - Financial Advisor: Shawn D Creger, AAMS®
Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®
Westwood Capital Management
Edward Jones - Financial Advisor: Jeffrey Shore, CFP®
Sean Lenz
The Douthat Group - UBS Financial Services Inc.
Merrill Lynch Wealth Management Advisor Darin Shank
Edward Jones - Financial Advisor: Sarah Hudson
Edward Jones - Financial Advisor: Steve Anderson, AAMS®
Plaza Wealth Management - UBS Financial Services Inc.
CFW Capital Management Inc
Justin McCandless - Morgan Stanley
Edward Jones - Financial Advisor: Andre Kulikov
Great Range Capital
Michael Zanders - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Mission Woods, KS Serve
Mission Woods, KS is a quaint and picturesque city located in Johnson County, Kansas. It is home to several notable landmarks, including the Shawnee Indian Mission, which was established in the early 19th century and served as a school for Native American children. Additionally, the city boasts beautiful parks and green spaces, such as Mission Woods Park, which features walking trails and picnic areas. In terms of employment, Mission Woods is a hub for healthcare and education, with top employers including the University of Kansas Medical Center and Shawnee Mission School District. The city is also conveniently located near major highways, including I-35 and I-435, providing easy access to nearby cities like Kansas City and Overland Park. Mission Woods is divided into several distinct neighborhoods, each with its own unique charm and character. These neighborhoods include Mission Woods Estates, which features large, luxurious homes, and Mission Woods Village, which is known for its quaint streets and charming architecture.
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 Mission Woods, KS
A financial advisor in Mission Woods, KS can provide a range of services that cater to the unique financial needs of the residents of this affluent community. From retirement planning to investment management, a financial advisor in Mission Woods, KS can help individuals and families achieve their financial goals. With its proximity to Kansas City, Mission Woods residents have access to a wide range of investment opportunities. However, navigating these opportunities can be complex and overwhelming. A financial advisor can help simplify this process by providing expert advice and guidance. Additionally, Mission Woods is known for its high property values, which can present unique challenges when it comes to estate planning. A financial advisor can help residents navigate these challenges and ensure that their assets are protected and distributed according to their wishes. Overall, a financial advisor in Mission Woods, KS can provide invaluable support and guidance to help residents achieve financial security and peace of mind.
Mission Woods, KS is undoubtedly the best place to get financial advising due to its unique blend of small-town charm and big-city amenities. Nestled in the heart of Johnson County, this picturesque community boasts a thriving economy, excellent schools, and a diverse range of financial services. From investment planning to retirement strategies, Mission Woods has it all. What sets this town apart, however, is its commitment to personalized service. Financial advisors in Mission Woods take the time to get to know their clients on a personal level, tailoring their recommendations to suit each individual's unique needs and goals. Whether you're a young professional just starting out or a retiree looking to make the most of your golden years, Mission Woods has the expertise and experience to help you achieve financial success. So why settle for anything less? Choose Mission Woods for all your financial advising needs and discover the difference that personalized service can make.
A financial planner in Mission Woods, KS is responsible for helping clients achieve their financial goals and objectives. This includes analyzing their current financial situation, developing a customized financial plan, and providing ongoing advice and guidance. One unique aspect of Mission Woods, KS is its small size and tight-knit community. As a result, financial planners in this area often have a strong understanding of their clients' personal and professional lives, which allows them to tailor their advice and recommendations to their specific needs. Additionally, Mission Woods, KS is home to a diverse range of industries, from healthcare to technology, which means that financial planners in this area must have a broad knowledge base and be able to adapt to the unique financial challenges faced by clients in different fields. Overall, a financial planner in Mission Woods, KS plays a critical role in helping individuals and families achieve financial security and peace of mind.
Residents of Mission Woods, KS should consider reaching out to a financial advisor when they are facing a significant financial decision or transition. This could include planning for retirement, purchasing a home, or starting a business. Additionally, given the unique demographic makeup of Mission Woods, KS, with a median household income of $152,500 and a high concentration of professionals and executives, residents may benefit from the expertise of a financial advisor in managing their wealth and investments. With the complexities of the current economic landscape, a financial advisor can provide valuable guidance on navigating market fluctuations and developing a comprehensive financial plan that aligns with their long-term goals. By working with a financial advisor, residents of Mission Woods, KS can feel confident in their financial decisions and secure their financial future.
A financial advisor in Mission Woods, KS must possess a unique set of qualities to succeed in this affluent community. Firstly, they must have a deep understanding of the local economy and the financial needs of the residents. Mission Woods, KS is known for its high-income households, which means that financial advisors must be well-versed in managing large sums of money and providing personalized financial advice. Secondly, they must possess excellent communication skills to effectively convey complex financial concepts to their clients. This is especially important in Mission Woods, KS, where many residents are highly educated and expect a high level of expertise from their financial advisors. Finally, a successful financial advisor in Mission Woods, KS must have a strong ethical compass and adhere to strict professional standards. This is crucial in a community where trust and reputation are highly valued. Overall, a financial advisor in Mission Woods, KS must possess a unique combination of financial expertise, communication skills, and ethical integrity to succeed in this affluent and discerning community.
Mission Woods, KS is home to some of the top financial advising firms in the country. These firms are known for their expertise in providing personalized financial advice to clients. With a population of just over 1000 people, Mission Woods is a small community that values financial security and stability. The financial advising firms in Mission Woods offer a wide range of services, including retirement planning, investment management, and tax planning. They take a holistic approach to financial planning, taking into account each client's unique goals and circumstances. These firms employ highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, protect your assets, or plan for retirement, the financial advising firms in Mission Woods can help you navigate the complex world of finance with confidence and ease.
Financial advisors in Mission Woods, KS get compensated through various ways. Some financial advisors charge a fee based on a percentage of the assets they manage. Others charge a flat fee or an hourly rate for their services. Some financial advisors receive commissions from the products they sell, such as insurance policies or mutual funds. In Mission Woods, KS, financial advisors may also receive compensation through referral fees from other professionals, such as attorneys or accountants. Additionally, financial advisors may receive bonuses or incentives based on the performance of their clients' investments. It is important to note that financial advisors in Mission Woods, KS must adhere to strict regulations and ethical standards set forth by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.