Best Financial Advisors in Overland Park, KS

We did the hard work of finding trustworthy partners in Overland Park, KS. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Overland Park, KS Fiduciary Financial Advisors

SEC File# 801-78788
CRD# 169610
Location 7600 W 110th St Suite 200, Overland Park, KS 66210, USA
Phone (913) 361-7100
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-111662
CRD# 288644
5 out of 5
Location 10925 Antioch Rd, Overland Park, KS 66210, USA
Phone (913) 948-9489
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-119613
CRD# 310720
4 out of 5
Location 10955 Lowell Ave # 900, Overland Park, KS 66210, USA
Phone (913) 451-4501
Directions
SEC File# 801-57170
CRD# 110471
Location 8655 College Blvd, Overland Park, KS 66210, USA
Phone (913) 362-2712
Directions
generic_business-71
Aspire Wealth Management
Location 7400 W 130th St Suite 130, Overland Park, KS 66213, USA
Phone (913) 322-3500
Directions
generic_business-71
Chladek Wealth Management, LLC
Location 12900 Metcalf Ave #210, Overland Park, KS 66213, USA
Phone (913) 402-6099
Directions
generic_business-71
Affinity Asset Management
SEC File# 801-78158
CRD# 152974
5 out of 5
Location 13220 Metcalf Ave, Overland Park, KS 66213, USA
Phone (913) 381-4800
Time Monday: 7:30 AM – 5:30 PM Tuesday: 7:30 AM – 5:30 PM Wednesday: 7:30 AM – 5:30 PM Thursday: 7:30 AM – 5:30 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
3 out of 5
Location 10950 Grandview Dr Suite 600, Overland Park, KS 66210, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Fortune Financial Advisers
SEC File# 801-78728
CRD# 145799
Location 11600 College Blvd, Overland Park, KS 66210, USA
Phone (913) 393-0038
Directions
generic_business-71
Best Financial Services
Location 9401 Indian Creek Pkwy Suite 630, Overland Park, KS 66210, USA
Phone (913) 393-0399
Directions
generic_business-71
Edward Jones - Financial Advisor: Kyle Rizi, CFP®
SEC File# 801-3297
CRD# 250
Location 10740 Nall Ave Suite #235, Overland Park, KS 66211, USA
Phone (913) 381-3922
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Stepp & Rothwell Inc
SEC File# 801-55489
CRD# 107999
5 out of 5
Location 7300 College Blvd # 100, Overland Park, KS 66210, USA
Phone (913) 345-4800
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Steffes Financial Ltd
SEC File# 801-64179
CRD# 134530
Location 8655 College Blvd # 118, Overland Park, KS 66210, USA
Phone (913) 722-1111
Directions
generic_business-71
KC Financial Advisors
SEC File# 801-106677
CRD# 281213
Location 10975 Grandview Dr #190, Overland Park, KS 66210, USA
Phone (913) 317-1414
Directions
generic_business-71
Keating & Associates, Inc.
Location 10985 Cody St #220, Overland Park, KS 66210, USA
Phone (913) 663-2385
Directions
generic_business-71
Personal Financial Group
Location 7007 College Blvd Suite 270, Overland Park, KS 66211, USA
Phone (913) 451-7526
Directions
Financial Advisors in Overland Park, KS

Where Certified Financial Advisors in Overland Park, KS Serve

Overland Park, KS is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Overland Park Arboretum and Botanical Gardens to the impressive Museum at Prairiefire, there is no shortage of places to explore and discover. The city is home to several major employers, including Sprint, Black & Veatch, and the University of Kansas Hospital, providing ample job opportunities for residents. Major highways and streets, such as I-435 and Metcalf Avenue, make commuting and traveling throughout the city a breeze. Overland Park is also home to a variety of neighborhoods, each with their unique charm and character, including Brookridge, Pinehurst, and Nall Hills. With so much to see and do, Overland Park is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Overland Park, KS can benefit from the guidance of a financial advisor in many ways. One of the most common areas where a financial advisor can assist is in retirement planning. Overland Park has a large population of retirees and pre-retirees, and a financial advisor can help them create a plan to ensure they have enough money to live comfortably during their golden years. Additionally, with the cost of living in Overland Park being higher than the national average, a financial advisor can help residents manage their expenses, create a budget, and invest in the right opportunities to grow their wealth. Overall, a financial advisor can provide invaluable support to the residents of Overland Park in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Overland Park, KS can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help them find the best insurance policies that suit their unique needs and budget. Overland Park is a city with a growing population, and with that, comes an increasing demand for insurance services. An insurance broker can help residents navigate the complex insurance market and find the right coverage for their homes, cars, health, and businesses. Additionally, an insurance broker can assist residents in filing claims and negotiating with insurance companies to ensure they get the best possible settlement. With the help of an insurance broker, residents of Overland Park can have peace of mind knowing that they are adequately protected from unforeseen events and disasters.

Retirement Planning

Residents of Overland Park, KS can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Overland Park, KS by providing them with a comprehensive plan that takes into account their current financial situation and future goals. This includes creating a budget, analyzing their retirement income sources, and developing a strategy for investing and managing their retirement savings. Additionally, a retirement planner can help residents of Overland Park, KS navigate the unique challenges of retiring in the area, such as managing the high cost of living and ensuring their retirement income is sufficient to cover their expenses. Overall, working with a retirement planner can provide residents of Overland Park, KS with the peace of mind and financial security they need to enjoy their retirement years.

Wealth Management

Residents of Overland Park, KS can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each client. This is particularly important in Overland Park, where the cost of living is higher than the national average and many residents are looking to build long-term wealth. A wealth manager can help residents navigate complex financial decisions, such as investing in the local real estate market or planning for retirement. By working with a wealth manager, residents of Overland Park can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of Overland Park, KS can benefit greatly from the expertise of a mortgage loan officer. One specific way that residents can be helped is through the officer's knowledge of the local housing market. Overland Park is a rapidly growing city with a diverse range of neighborhoods, each with its own unique housing market. A mortgage loan officer can provide valuable insights into the current market trends, interest rates, and loan options that are available to residents. This information can help residents make informed decisions about purchasing or refinancing their homes. Additionally, a mortgage loan officer can guide residents through the complex process of obtaining a mortgage, ensuring that they have all the necessary documentation and meet the eligibility requirements. Overall, the assistance of a mortgage loan officer can make the home-buying or refinancing process much smoother and less stressful for residents of Overland Park, KS.

Tax Services

Residents of Overland Park, KS can benefit from the services of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws of both the state of Kansas and the federal government. This is particularly important in Overland Park, which is home to many small businesses and entrepreneurs who may not have the expertise to handle their own taxes. A tax advisor can also help residents identify deductions and credits that they may be eligible for, which can help them save money and reduce their tax burden. Additionally, a tax advisor can provide assistance with tax planning and preparation, ensuring that residents are well-prepared for tax season and avoid any potential penalties or fines. Overall, a tax advisor can be an invaluable resource for residents of Overland Park, helping them to navigate the complex world of taxes and maximize their financial well-being.

Estate Planning Lawyer

Residents of Overland Park, KS can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust. This is especially important in Overland Park, where many residents have accumulated significant assets over the years. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes and can also help minimize taxes and other expenses associated with the transfer of those assets. Additionally, an estate planning lawyer can assist with the establishment of powers of attorney and healthcare directives, which can provide peace of mind in the event of incapacity or illness. Overall, an estate planning lawyer can help residents of Overland Park protect their assets and ensure that their loved ones are provided for in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Overland Park, KS