Best Financial Advisors in Lees Summit, MO

Handpicked from 100 vetted & reviewed Financial Planning & Wealth Management firms in the Lees Summit area, discover the top 5 standout choices among the selected group of 24 finalists.

Lifegoals Strategies Group

Lifegoals Strategies Group

(3)
Financial Wellness Programs, Find Your Risk Number, Divorce Planning and Analysis
“He took time to take my personal information and plug in my own finances to determine where I am and where I need to be.”
In Business Since 2020
1741 NE Douglas St Suite 100, Lee's Summit, MO
i
Nextgen Wealth

Nextgen Wealth

(29)
Pricing, What We Do, Client Logins
“I have been a client of Next Gen Wealth for more than a year and a half and am extremely satisfied with all of the services that Clint has provided for me.”
Transparent Fees & Pricing
In Business Since 2019
Accepts Check
CPA Certified
405 SW Waterfall Ct, Lee's Summit, MO
i
Kanik Financial

Kanik Financial

(30)
Team, Useful Links
“Smart and trustworthy Young man, offers tax services along with my financial peace of mind and best of all always available and replies promptly to my calls or texts, highly recommend him.”
In Business Since 2009
1320 NE Windsor Dr, Lee's Summit, MO
i
Certified Credit Experts

Certified Credit Experts

(17)
  • Team
  • Job
  • Credit Score
“It's important because they state they have a 70% closing rate but they did much better than that with me because 100% of the negative items on my credit report went away and stayed away.”
In Business Since 2009
Free Initial Consultation
4041 NE Lakewood Way #140, Lee's Summit, MO
i
Burns Accounting & Taxation

Burns Accounting & Taxation

(6)
Virtual Services, Accounting Services, CFO Services
“Most important she was eager to answer questions and look up any answers she doesn't know.”
In Business Since 2018
Remote Consultations Available
312 SW Greenwich Dr Suite 530, Lee's Summit, MO
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Sprouse Financial

Sprouse Financial

(3)
“My husband and I enjoyed a relatively easy and thoughtful review of our investments.”
In Business Since 2011
Licensed, BBB Accredited
306 SE 3rd St, Lee's Summit, MO
i
Mercer & Company

Mercer & Company

(3)
“They have been doing my books for 3 years now and always get it right!”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
200 SE Douglas St Suite 100, Lee's Summit, MO
i
Kansas City Business Solutions

Kansas City Business Solutions

(11)
  • Quickbooks
  • Small Business
“He made the whole process of cleaning up my finances seem easy and in only a few months he cleaned up years of accounts and had and new system in place.”
In Business Since 2019
Accepts Check, Paypal
3536 NW Primrose Ct, Lee's Summit, MO
i
Brewton Tax and Financial

Brewton Tax and Financial

(2)
Financial Statements, Tax Planning, Tax Free Retirement and Asset Protection
“She focuses on the customer to ensure they are taken care of and introduces ideas to put the customer in a better financial position both in the present and the future.”
In Business Since 2020
Free Initial Consultation
4709 NE Saratoga Ct, Lee's Summit, MO
i
Mike Martin & Associates

Mike Martin & Associates

(6)
※ Financial Planning, The Big Picture, ※ Investing
“No problems here.”
In Business Since 1992
3640 NE Ralph Powell Rd, Lee's Summit, MO
i
Friedline Financial

Friedline Financial

(5)
Overview, Companies, Individuals
“Trustworthy people who go the distance to take care of their clients.”
In Business Since 2011
107 SW Market St suite a, Lee's Summit, MO
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Java Wealth Planning

Java Wealth Planning

(8)
  • Future
“His advising style is something my wife and I have pursued for quite some time.”
In Business Since 2018
Licensed
2116 SW Cedar Hill Ln, Lee's Summit, MO
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Kyle P. Nagy, CPA

Kyle P. Nagy, CPA

(3)
Preparation, Audit Representation, Planning
“The staff and atmosphere are professional yet not stuffy.”
In Business Since 2012
206 SE 2nd St, Lee's Summit, MO
i
Capital Investment Management

Capital Investment Management

(1)
Flipbooks, Helpful Resources, Newsletters
“I have been with them for over 20 years now and they have continued to take me down a careful path.”
In Business Since 2000
Accepts All Major Credit Cards
608 SW 3rd St, Lee's Summit, MO
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Credit Protection USA

Credit Protection USA

(1)
“I found out that credit repair isn't really effective unless it's performed by real attorneys.”
In Business Since 2014
4041 NE Lakewood Way #230, Lee's Summit, MO
i
Wise Wealth

Wise Wealth

“At Wise Wealth, we simplify retirement planning and break it down into three phases: Accumulation, Preservation, and Distribution. As an investor, you face unique risks in each of these phases, so we provide tailored guidance depending on which phase...”
In Business Since 2003
11 SE 2nd St, Lee's Summit, MO
i
Steven Holdmeyer - Bancwest Investment Services Financial Advisor

Steven Holdmeyer - Bancwest Investment Services Financial Advisor

740 NW Blue Pkwy, Lee's Summit, MO
i
Midwest Medicare AND Benefits

Midwest Medicare AND Benefits

“MIDWEST MEDICARE AND BENEFITS dedicated agents specialize in Medicare options available in Missouri and Kansas. If you are looking for aMedicare Supplement, Medicare Advantage, or a Prescription Drug Plan we are here to help you. In addition, we offe...”
In Business Since 2020
2641 NE McBaine Dr, Lee's Summit, MO
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Beyond Wealth Advisors

Beyond Wealth Advisors

“You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial li...”
In Business Since 2018
600 SW Jefferson St #208, Lee's Summit, MO
i
Strongbox Wealth

Strongbox Wealth

“An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and som...”
In Business Since 2019
CFP Certified
3470 NE Ralph Powell Rd suite a, Lee's Summit, MO
i
Heritage Financial

Heritage Financial

Who We Serve
In Business Since 2014
110 SW 3rd St, Lee's Summit, MO
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Freedom Wealth Advisors

Freedom Wealth Advisors

Who We Serve
In Business Since 2014
110 SW 3rd St, Lee's Summit, MO
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BMG Advisors

BMG Advisors

(5)
Medicare, What We Do, Property and Casualty Insurance
“Their main office is in Kansas City but they are willing to come to Liberty and meet with Liberty clients in a nice space on the Square in downtown Liberty, saving us the hassle and time of driving into the city to meet with them.”
In Business Since 1941
4700 Belleview Ave #410, Kansas City, MO
i
Stewardship Capital

Stewardship Capital

(2)
“I have found the folks at Stewardship to be caring, "salt of the earth" types who have the heart of a teacher, advisor and trusted "Steward" of my investments.”
In Business Since 2002
4200 Little Blue Pkwy #650, Independence, MO
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Retirement Planning and Investment Management Services in Lees Summit, MO Cost Estimates

Minimum cost
$1162
Maximum cost
$9877
National Average
$3486
Avg Per Hour Rates
$349
$2324
$6391
Fair price range is based on 395 cost profiles
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Average Cost $3486
Minimum cost $1162
Maximum cost $9877
Avg Per Hour Rates $349

Fair range $2324 to $6391 is based on 395 cost profiles.

Why these companies made our list

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