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Here is our List of the 10 Kansas City Financial Advisor

Beacon Financial Advisors

Beacon Financial Advisors is a fee-only financial planning firm, located in Kansas City, Missouri.

The firm offers comprehensive financial and tax planning to individuals of all income and asset levels on an hourly, as-needed basis.

This type of financial planning is a good fit for “do-it-yourselfers”… competent, self-directed people who periodically need or want a second opinion or validation of their current plans and/or investment portfolio.

To help you reach your financial goals, Beacon Financial Advisors provide comprehensive financial planning, retirement planning strategies, tax planning and preparation, financial checkups and more.

Fee-Only
As fee-only financial planners, we are paid only for the advice we give. We do not earn commissions on products.

Fiduciary
We put you first. The fiduciary standard requires us to act solely in your interest when offering financial advice.

Independent
We are not tied to any mutual fund, insurance or investment company. As such, our advice is independent and un-biased.

Services

Planning for retirement
Determining the best time to take Social Security
How best to tap into assets after retirement
Minimizing income taxes
Purchasing a home
Saving and investment for the future
Paying down debt
Sending your children to college

800 E 101st Terrace, Suite 350 Kansas City, MO 64131

Buttonwood Financial Group

Your life is unique and deserves a strategy tailored to you. When you work with us, together, we implement forward-looking strategy across your entire financial life. Our focus is ensuring you and your family can enjoy what you’ve worked so hard to build.

As wealth builds, life becomes more complex. The amount of time spent managing your personal finances increases significantly, leaving less time to truly enjoy life. Just like a business hires a CFO, we serve in the same role for individuals and families looking to protect and grow assets.

Buttonwood Financial Group is a comprehensive wealth management firm based in Kansas City, Missouri assisting individuals and families in simplifying the complexity which comes with wealth.

Serving as Family CFO, we’ll coordinate and integrate your financial life – including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies.

With our office also operating as a community art gallery, Buttonwood fulfills a philanthropic passion to give back to the community. We are uniquely dedicated to supporting the arts, education and other charitable causes.

Services

Business Strategy
Wealth Management
Lifestyle Enhancement
Family Continuity
Tax Strategy
Insurance Planning
Lifecycle Roadmaps
Estate and Legacy

3013 Main St., Kansas City, Mo 64108

Chladek Wealth Management

We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies; something most other nationally-recognized firms practice daily. Thus, we always put the needs of the client first. This unbiased approach is in the best interest for both parties. We love what we do, and the clients we serve. We have taken our extensive industry experience and customized our services to meet your needs.

One of the benefits of working with Chladek Wealth Management is the ability to meet with or speak to an advisor on an as-needed basis – whether it is a small concern or a life-changing event. We will meet with you at least quarterly to review progress, adjusting your plan as necessary.

Having all your wealth tied up with one type of investment, such as stocks, can be extremely risky. Here at Chladek Wealth Management, we believe that a well-rounded portfolio should include many different investments spread across multiple asset classes and regions of the globe.

Services

Investment Advice
We do not subscribe to the old buy & hold method of managing client investments. Our goal is to maximize risk-adjusted returns.
Financial Planning
The peace of mind you want is within reach. Our comprehensive financial plan will look at every aspect of your financial life.
Retirement Planning
Curious when you’ll be able to retire? Let us do the math and give you a clear picture of what your financial future has in store.
Employer Retirement Plans
Our defined contribution plans compete with national firms. The difference? We work solely on behalf of you, the plan sponsor.

12900 Metcalf Ave., Ste. #210 Overland Park, KS 66213

Financial Advisory Service

Our Goal is to Assist You in Achieving Yours.

THE PARTNERSHIP

We believe the client relationship is the firm’s most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals.

THE PLAN

Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives.

THE PORTFOLIO

FAS does not represent a specific investment company or sell a specific set of products. Serving families for over 40 years and operating with a fiduciary duty, you can place trust in FAS to make recommendations and investment decisions which are suitable and aligned with your plan and goals.

Services

FINANCIAL PLANNING
We believe a custom financial plan provides the best opportunity for you to reach your financial goals. For over 40 years FAS has been developing custom financial plans for working professionals, busy executives, and business owners.
INVESTMENT MANAGEMENT
Goal-Based Investment Management. At FAS your goals guide our efforts including investment strategies. During a series of conversations and meetings we gain an understanding of your financial goals, your comfort level with market risk, and overall investment experience.

4747 West 135th Street Leawood, KS 66224

Fortune Financial Advisors

We like to think Fortune Financial Advisors found us instead of the other way around. After spending several decades in senior-level positions in a variety of roles in the corporate and financial services arena, one thing became clear: it’s about people. And it’s about turning visions and dreams into sound financial decisions you make today to get you where you want to be tomorrow.

So in 2008, we founded Fortune Financial. By teaming up to offer independent wealth management services, we brought together years of exceptional talents and experience, focused and disciplined investment philosophies, along with a unique set of complementary skills.

Today, we offer a full spectrum of financial planning and wealth management services that are tailored to your personal, business or retirement plan goals. As we continue to add exceptional personnel to the Fortune Financial team, a singular focus will always guide us – it’s about people and their dreams, and how we can align financial decisions to make them a reality.

So whether you’re looking to grow your small business, maximize your company’s retirement plan, just want to make sure you are able to maintain your lifestyle in retirement, or simply weather a storm if you need to, put Fortune Financial’s expertise to work for you.

Services

Financial
Career & Goal Setting
Health & Wellness
Social Perspectives
Community Connections

11600 COLLEGE BLVD SUITE 225 OVERLAND PARK

Keen Wealth Advisors

We are always looking out for you. Retirement Planning and the issues that surround it can be overwhelming. Learn how we can help. To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and tools to meet your changing needs.

You can trust that we will consistently and responsibly perform all requested service and be available when you need us.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, educations, and experiences.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

PERCEPTIVE
Our advisors think clearly and bring a high degree of perception to the financial planning and investment process.

PERSONALIZED
At Keen Wealth Advisors we understand what is important to you and are attuned to your personal needs.

PRECISE
We are interested in your success and create a detailed road map to take you to precisely where you want to go through all stages of your life.

Services

Comprehensive net worth statement
Income tax and cash flow analysis
Retirement planning and goal monitoring
Asset allocation strategy
Education planning
Executive compensation planning / employer stock option analysis
Risk analysis and succession planning
Trust-fund portfolio management and administration
Philanthropic donor services and private foundation services
Off-shore trust services

6201 College Blvd, Suite 325 Overland Park, KS 66211

Meyers Wealth Management

At Meyers Wealth Management, we don’t use cookie-cutter, modern portfolio theory strategies. We instead create a holistic financial road map based on your personal situation. The most important decisions that our clients make are often about planning, not about specific investment choices.

Taking a proactive approach to defining your personal and financial goals goes along with making legacy decisions that matter the most for your outcomes.

Because we are a fee-based firm, we have no incentives to select certain investment products. We have access to a wide range of products and services to assist you with your investment and tax management objectives.

The bottom line is that we aren’t afraid to be different from other advisors. In fact, that’s why our clients tell us they chose to work with us. They want the customized approach and personal touch that we provide.

Services

Wealth Management
Wealth management is both an art and a science. The art is understanding what you want to accomplish with your wealth. The science is combining intelligent investment strategies with smart and efficient tax management strategies to achieve your goals.
Tax Management Strategies
We’ve saved many of our clients’ substantial amounts through the implementation of creative tax management strategies. Our strategy specialties include building customized tax strategies for business owners and other professionals.
Customized Retirement Plans
If you want to stay competitive in today’s market— and have the time to focus on managing your business and retaining your best employees—then we can help. We create customized retirement plans for our entrepreneurs, executives, and business owners.

9300 W. 110th Street Suite 420 Overland Park, KS 66210

NextGen Wealth

That a financial plan should always serve as the foundation from where all other financial decisions are made. No successful business was ever created without first having a plan in place, so why would your financial life be any different? It shouldn’t.

Investing on your own can be tough. Heck, even when you’re working with a financial advisor it can be a struggle. It’s emotional and when the stock market begins to test your patience, your emotions can start to drive your investment decisions.

Services

Priority Goal Setting
At this stage, we determine your priorities and what’s most important in your life. What are you wanting to achieve? What are your concerns? What are your priorities?
Estate And Tax Planning
While we don’t write estate plans or file taxes, we do, however, review your tax returns and estate planning documents regularly to help predict potential life changes.
Cash Flow Budgeting
Proper planning begins with awareness. While we don’t expect you to create a budget by yourself, it’s important for us to understand your expenses and income, both now and in the future.
Life And Retirement Planning
We will give you a better idea of what your lifestyle is currently like, and how you can transition to retirement based on the way you spend, save, and earn money.
Investment Planning
Investments aren’t as complicated as you might think. We will help you understand your assets better, as well as explain how financial security and wealth building works.

405 SW Waterfall Ct | Lee’s Summit, MO 64081

Prosperity Advisory Group

Many people aren’t really sure what a financial advisor does, and how they can help. Advisors aren’t just for retirees. At any phase of your life – starting out, recently married, new parents, mid-life, divorcing, widowed, aging – we can help you make informed and wise financial decisions.

Our range of services only begins with investing. We can help you with retirement planning, tax and estate strategies. Do you need specialty planning services – divorce, charitable giving, or business succession advice?

How about college savings, or long-term care and disability coverage? We’re stocked with the experts to assist you in all of these areas – and others, too.

Solid, strategically executed investments play a key role in your financial future. A diversified mix of savings strategies and a personalized portfolio will help you pursue your goals and provide confidence along the way.

We all have values, dreams, ambitions, and goals. That’s something we all share. As true partners in the financial planning process, we can help you pursue and experience the rewards of a plan purpose-built for you and your family. That’s Prosperity.

Services

Retirement
College
Special Needs
Unexpected Events
Personal Finance
LGBTQ

10955 Lowell Avenue, Suite 900 Overland Park, KS 66210

Providence Financial Advisors

Providence Financial Advisors, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.

Located in Overland Park, Kansas, Providence Financial Advisors serves Kansas City and the surrounding communities in Kansas and Missouri.

Providence Financial Advisors goal is to provide the best possible solution for each client situation. The only way to accomplish this is to be completely independent so that our allegiance is solely to the client, not to a broker/dealer or a company that manufactures products.

As an independent advisor, we take the position as an acknowledged fiduciary, requiring us to put your financial interest ahead of the firm or any individual working for the firm.

Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust. Providence Financial Advisors treat each client relationship with the uniqueness required to help them meet their individual goals.

Services

Financial Planning
One of the most rewarding things we do is to help clients identify the path forward to reaching their goals, whether it is retirement, starting a business or funding college.
Investment Management
As an independent advisor, Providence Financial Advisors, LLC, is able to utilize the full spectrum of investments of public and private offerings. This open architecture provides the flexibility necessary to find the best way we believe to invest our clients’ portfolios without being limited by captive products or funds.

6900 College Blvd Suite 440 Overland Park, KS 66211

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