List of Firms
Shawnee, KS Wealth Management Firms
Edward Jones - Financial Advisor: Kevin E Makalous, CFP®
Duayne J Madl
Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CRPC®
Hamilton Wealth Management Group - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Tim Deves
Teal Financial Services
Forster Wealth Management, LLC
Professional Financial Concepts
BridgeQuest Wealth Strategies
Strategic Wealth Partners - Northwestern Mutual
nVision Wealth
Where Wealth Management Advisors in Shawnee, KS Serve
Shawnee, KS is a bustling city located in Johnson County, known for its rich history and diverse community. The city is home to several landmarks, including the Shawnee Town 1929 Museum, which showcases the town's history during the Great Depression era, and the Shawnee Indian Mission, a former boarding school for Native American children. As for top employers, Shawnee boasts a thriving business community, with major employers such as Bayer, FedEx, and Quest Diagnostics. The city is also home to several healthcare facilities, including AdventHealth Shawnee Mission and St. Joseph Medical Center. When it comes to transportation, Shawnee is conveniently located near several major highways, including I-435 and I-35, making it easy to get around the Kansas City metropolitan area. Major streets in Shawnee include Shawnee Mission Parkway, Johnson Drive, and Nieman Road. Shawnee is comprised of several unique neighborhoods, each with its own distinct charm and character.
Services Provided by Wealth Management Companies
Banks and Credit Unions
Insurance Broker
Retirement Planning
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Comprehensive Wealth Management FAQs
Wealth management services in Shawnee, KS offer a diverse range of investment solutions tailored to meet the unique financial goals of each client. A skilled wealth manager can provide comprehensive financial planning, including retirement planning, estate planning, and tax planning. They can also offer investment management services, such as asset allocation, portfolio diversification, and risk management. The wealth manager can also provide advice on alternative investments, such as private equity, real estate, and hedge funds. In Shawnee, KS, the wealth manager can leverage their knowledge of the local market to identify investment opportunities that align with the client's goals. With a deep understanding of the local economy, the wealth manager can help clients navigate the complexities of investing in Shawnee, KS, and beyond.
Shawnee, KS is the ideal place to find a top-notch wealth manager. With its diverse economy and thriving business community, Shawnee offers a wealth of opportunities for individuals and businesses alike. One particular aspect that sets Shawnee apart is its commitment to sustainability. The city has made significant strides in reducing its carbon footprint and promoting eco-friendly practices, which is a testament to its forward-thinking and innovative approach. This same ethos is reflected in the wealth management industry in Shawnee, where professionals are dedicated to helping clients achieve their financial goals while also promoting sustainable investing practices. With a wealth manager in Shawnee, individuals and businesses can rest assured that their investments are not only profitable but also aligned with their values and beliefs.
A wealth manager in Shawnee, KS is responsible for managing the financial assets of their clients. They provide personalized financial planning services that cater to the unique needs of each individual. In Shawnee, KS, a wealth manager must be well-versed in the local economy and market trends to make informed investment decisions for their clients. They must also have a deep understanding of the tax laws and regulations specific to the state of Kansas. With their expertise, they help their clients build and preserve their wealth through a variety of investment strategies, including stocks, bonds, and real estate. Additionally, they provide ongoing financial education and guidance to ensure their clients are always on track to meet their financial goals. In short, a wealth manager in Shawnee, KS is a trusted advisor who helps their clients navigate the complex world of finance with confidence and ease.
Shawnee, Kansas is a city that is home to a diverse population of individuals with varying financial backgrounds. However, despite the differences in their financial situations, there comes a time when residents of Shawnee should reach out to a wealth manager. This is especially true for those who are looking to build wealth, plan for retirement, or navigate complex financial situations such as inheritance or divorce. With the help of a skilled wealth manager, Shawnee residents can gain a better understanding of their financial situation and create a plan that is tailored to their unique needs. Whether you are a young professional just starting out or a retiree looking to maximize your savings, a wealth manager can provide the guidance and expertise needed to achieve your financial goals. So, if you are a resident of Shawnee, KS, and are looking to take control of your finances, consider reaching out to a wealth manager today.
A skilled wealth manager in Shawnee, KS must possess a diverse range of important qualities to effectively guide their clients towards financial success. Firstly, they must possess a deep understanding of the local market and economic conditions unique to Shawnee. With its growing population and thriving business community, a wealth manager must be able to navigate the complexities of this dynamic city. Additionally, they must be able to develop customized investment strategies that align with their clients' specific goals and risk tolerance levels. This requires strong analytical skills and a deep knowledge of financial products and services. Furthermore, a wealth manager in Shawnee must be able to effectively communicate complex financial concepts to their clients in a clear and concise manner. This ensures that their clients fully understand their investment options and can make informed decisions. Lastly, a successful wealth manager must possess a strong commitment to ethical and transparent practices, putting their clients' best interests at the forefront of every decision.
Shawnee, KS is home to some of the top wealth management firms in the region. These firms are known for their exceptional financial planning services, investment strategies, and personalized attention to clients. What sets Shawnee apart from other cities is its rich history and cultural heritage. The city boasts a thriving arts scene, with museums and galleries showcasing works from local and national artists. Additionally, Shawnee is home to several parks and nature reserves, providing residents with ample opportunities for outdoor recreation. With its unique blend of history, culture, and natural beauty, it's no wonder that Shawnee has become a hub for wealth management firms that cater to a diverse clientele.
Wealth managers in Shawnee, KS are compensated in a variety of ways. Many receive a percentage of the assets they manage, which incentivizes them to grow their clients' portfolios. Others charge a flat fee or hourly rate for their services. Some may also earn commissions by selling financial products like insurance or mutual funds. However, one unique aspect of Shawnee, KS is the prevalence of community-focused wealth management. Many advisors in the area prioritize building relationships with their clients and getting involved in local organizations. This means that compensation may also come in the form of referrals and word-of-mouth marketing, as satisfied clients spread the word about their trusted advisor. Overall, wealth managers in Shawnee, KS have a range of compensation models available to them, but a commitment to community and personal connections is a defining characteristic of the area's financial professionals.