The Best Financial Advisors in Overland Park

Here is our List of the 10 Overland Park Financial Advisor
Prism Financial Group, LLC

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being.

And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. This results in a consistent, well-planned strategy designed to meet the unique needs of each client.

Independence is everything. Free from the constraints of outside interests, Prism Financial Group operates exclusively on your behalf. We believe that our clients deserve the highest standard of care possible- the Fiduciary Standard.

As your fiduciary, we are dedicated to serving your best interests in every way. Placing your needs above our own, we strive to grow and protect your wealth so you can focus on what matters most.

Services

  • Financial Planning
    True financial planning provides the means to unify all aspects of your financial life.
  • Portfolio Management
    The heart of our practice is dedicated to constructing and managing investment portfolios.
  • Retirement Planning
    Whether you’re in the prime of your career, or just a few years away from leaving the workforce, or are already retired, we can help you gain confidence that your long-term goals will be met.
7101 College Boulevard Suite 900 Overland Park, KS 66210
Triune Financial Partners, LLC

Triune is a completely independent firm. We relentlessly pursue clarity, simplicity and transparency for our clients. We are a fiduciary, which means we commit to putting your interests above our own.

Our five partners have a combined 150+ years of experience. We put that deep knowledge to work in two ways: We help individuals, couples and families find financial freedom through financial life planning and create custom corporate retirement plans for businesses, churches and nonprofits.

If you feel overwhelmed by financial decisions and are not sure if you’re on the right track, you are not alone! We’ve been there ourselves, and we’ve walked alongside thousands of clients who felt just like you.

A no-obligation conversation to learn more about your goals and find out if we’re the right fit. Customized for you, for the long-haul. We’re with you each step of the way. Stop worrying about money, gain clarity and accomplish your goals!

7400 College Blvd. #300 Overland Park, KS 66210
Stepp & Rothwell, Inc.

At Stepp & Rothwell, Inc., we strive to provide families with advice that helps them avoid conflicts regarding money and family finances. We do so by working intimately with families on a regular basis to address these issues. We are a fee-only investment adviser registered with the SEC.

We provide ongoing advice for a fully-disclosed fee. We sell no investment or insurance products for a commission. We are a fiduciary under law, and must provide services that are always in the best interests of our clients. A copy of our most current written disclosure Brochure discussing our advisory services, fees, and conflicts is available upon request.

Stepp & Rothwell, Inc. is an objective, comprehensive financial planning firm. We’re focused on you, your happiness, and your enjoyment of life. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge that they need to make informed decisions about their future.

We evaluate your complete financial situation and consider the variety of financial solutions available to fulfill your specific objectives. We continue to review your financial picture on an ongoing basis.

Services

  • Personal and investment assets
  • Liabilities
  • Tax concerns
  • Retirement planning
  • Insurance
  • Estate planning
  • Education funding
  • Cash flow
  • Gifting
7300 College Boulevard, Suite 100 Overland Park, KS 66210
Boyer & Corporon Wealth Management, LLC

Our clients understand exactly how much risk they need because our team of CFP® professionals calculates this number for them. We don’t ask them how they feel about risk. We tell them how much risk they need based upon the lifestyle they desire. They leave each meeting knowing they have a workable plan.

Our team of CFA® charterholders predominantly use individual securities to create portfolios designed to achieve the highest rate of return for a given level of risk. Avoiding the added layer of fees charged by investment “products” (like mutual funds) makes it easier to achieve expected returns.

BCWM has a long heritage of serving the complex financial management needs of wealthy individuals, families, and institutions. Every decision is made with this question in mind: “Will this provide our clients peace of mind?”

Services

  • PORTFOLIO MANAGEMENT
    Our team of CFA® charter holders designs portfolios to meet our clients’ financial needs.
  • WEALTH ADVISORS
    We listen to our clients and offer expert advice to help them navigate through their financial lives.
  • COMPLIANCE & OPERATIONS
    We work alongside Portfolio Management and our Wealth Advisors to ensure our clients’ plans are implemented smoothly and efficiently. We are instrumental in protecting and growing our clients’ assets.

 

14221 Metcalf Ave. Suite 201 Overland Park, KS 66223
Keen Wealth Advisors

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

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.

Services

  • INVESTMENT PLANNING AND PORTFOLIO CONSTRUCTION
    Without a forward-thinking plan delivered by a dedicated and knowledgeable team, your family may find it difficult to support tomorrow’s goals.
  • ESTATE PLANNING AND TRUST SERVICES
    Keen Wealth Advisors does not render tax or legal advice. Estate planning and trust Services are available through affiliates. Insurance products are offered through non-bank insurance agency affiliates and are underwritten by unaffiliated insurance companies.

 

6201 College Boulevard Suite 325 Overland Park, KS 66211
LexAurum Advisors, LLC

LexAurum is a multi-location RIA designed for good advisors who want to run their practices as they see fit. We take care of the important basic functions and you avoid the headaches and responsibility of managing your own RIA, allowing you to spend your time where it is most valuable.

The fee-based Advisory model is generally viewed as less conflicted and is therefore favored by regulators. Advisory-Only practices are governed only by the SEC. Hybrid BD/RIA practices must comply with both the SEC and FINRA. This distinction usually means that RIAs have fewer compliance hoops to jump through, reduced paperwork, etc.

Whether you are taking over another practice or you are considering retirement yourself, LexAurum stands ready to offer robust support in the succession planning process. Having a good succession plan on file can give you peace of mind and protect your practice in the case of an unexpected transition.

GRP portfolios primarily use low-cost ETFs to gain exposure to various asset classes. The underlying assets consist mostly of stocks and bonds, but may include other types of securities.

For investors with longer time horizons and higher risk tolerances, higher stock weightings typically make more sense. Many of the ETFs we use trade at no cost on the TD Ameritrade platform, reducing costs and aiding clients’ long-term returns.

6731 West 121st Street Suite 227 Overland Park, KS 66209
Waterfront Wealth Inc.

Financial dignity and independence are important to achieving a better quality of life. Our team’s knowledge and long-term experience with planning and markets can help you reach your financial goals.

Our mission is to improve the quality of life for our clients by providing sound financial guidance based on their individual needs and goals. We strive to be a caring trusting partner that enables you to achieve financial freedom.

Financial planning can be a daunting task. As assets grow, so do your choices. Waterfront is a team of financial experts who believe that managing your wealth is really about maximizing the quality of life. We help you navigate through the different stages of your life.

Services

  • Estate Planning
    We can help prepare for the transfer of wealth and assets after one’s death by being a part of your advisory team, coordinating services of your CPA and Attorney.
  • Retirement Planning
    We can assist you in identifying your retirement goals and create an individualized plan to help you stay on track to achieve those goals.
  • Investment ​Strategy
    Through focusing on the individual needs of our clients, we strive to learn what your goals, priorities, and investment timelines are so that we can develop an appropriate investment strategy.
6711 W 121st Street, Suite 200 ​Overland Park, KS 66209
Financial Partners Group, Inc.

We provide fee-based, comprehensive financial planning and wealth management services for individuals, trust, corporate and qualified pension accounts. We tailor client portfolios to each of their individual financial goals.

Not one client is mixed into standard model-allocations, and every client has a bespoke experience. Our team of experienced and dedicated professionals work hard to bring meaningful questions and solutions to each one of our client’s financial needs.

We believe that the future does not have to be vague. To help you shape your future and realize your financial goals, we will meet with you in confidence, listen to what you wish to accomplish and discuss your current financial situation as well as your long-term needs and objectives.

Services

  • Wealth Management
    Our wealth management service is more than just investment advice, as it can encompass all parts of a person’s financial life.
  • Investment Management
    Our Investment Philosophy is simple.
  • Financial Planning
    Our financial team is uniquely able to offer complete solutions to your planning needs because we represent advanced professionals in each area of financial planning.
  • Estate Planning
    The Estate Planning component in a comprehensive financial plan is critical to the overall success of a an individual’s legacy they will leave behind.
10925 Antioch Road, Ste 100, Overland Park, KS 66210
Aspyre Wealth Partners

At Aspyre, we define “wealth” more comprehensively than most advisory firms. While wealth certainly includes financial capital (your income and investable assets) we believe human capital (your time, talents, and experience) is equally vital to defining your true lifetime “wealth.”

For many, major life transitions—such as marriage, divorce, a promotion or other job change, job loss, the birth of a child, or the loss of a loved one—dictate the need for a new level of financial guidance.

Whether you’re focused on excelling at your career while striving to achieve your personal and family dreams, planning for a pending retirement that supports your desired lifestyle, or are already retired and need to ensure a reliable, steady cash flow for the long-term, we can help you…master what’s next.

Aspyre Wealth Partners was founded by Stewart and Joy Koesten when they opened Koesten Hirschmann & Crabtree (which later became KHC Wealth Management) in 1997. Their vision for the firm was to serve the needs of a vastly underserved market: business executives who need professional help to guide their careers and financial affairs.

Services

  • FINANCIAL PLANNING
  • INVESTMENT MANAGEMENT
  • LIFE TRANSITIONS
10000 College Boulevard Suite 260 Overland Park, KS 66210
Steffes Financial, Ltd

Steffes Financial, Ltd. is an independent wealth management firm in Overland Park, Kansas. Our mission is to help clients and their families develop financial security by preserving and growing the wealth clients have created and building a legacy for future generations.

The Financial Defensive Condition (FIN-DEFCON®) strategy attempts to identify economic trends that have preceded past U.S. economic recessions and recoveries, and then use this information to influence asset allocation decisions.

Asset allocation is a term used to describe how investments are distributed among different asset classes, such as fixed income or equities. However, asset allocation cannot guarantee a profit or protect against loss. Over time, some of the most dramatic declines in portfolio values were experienced during economic recessions.

We offer independent consulting and advisory services to enhance employer-sponsored retirement plans. We offer consulting services including plan due diligence, fiduciary compliance & protection, investment selection, vendor benchmarking, and employee education.

Once someone retires, their primary motivation from a financial perspective is most often making their wealth last during the distribution phase. It is a fine line between running out of money before you run out of time, or finding out late in life that you could have done more in your retirement years.

8655 College Boulevard Suite 101 Overland Park, KS 66210

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria