Best Financial Advisors in Lenexa, KS

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Lenexa area.

Owlfi

Owlfi

(11)
  • Taxes
“I was very pleased with the treatment and the friendliness of all of the staff.”
In Business Since 2009
8725 Rosehill Rd #119, Lenexa, KS
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Fiser Group PA

Fiser Group PA

(3)
Tax and Accounting Services, Financial Planning Services, Property & Casualty Insurance
“With easy access to their location right off 87th Street.”
Accepts All Major Credit Cards
In Business Since 1994
8760 Monrovia, Lenexa, KS
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Accelefund

Accelefund

(1)
SBA Business Loans, Franchise Funding
“He always answers his phone and he always took the time to teach a newcomer to the ROBS process like me, what I needed to know to make an informed decision.”
Transparent Fees & Pricing
In Business Since 2020
8700 Monrovia Suite 310, Lenexa, KS
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Lighthouse Financial Strategies

Lighthouse Financial Strategies

(8)
“Always professional and I have never had any doubts that Lighthouse Financial Strategies always looks after my best interest and takes great care of me!”
In Business Since 2007
8730 Bourgade Ave # 100, Lenexa, KS
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Family Investment Center

Family Investment Center

Social Security Planning, Estate Planning Education & Will (And/Or Trust) Facilitation, Retirement Planning
“An open retainer agreement means you are free to call us or schedule a meeting at any time on any financial issue and there will be no additional charge for the extra meeting(s). The logic behind this arrangement is simple: each year you have to put ...”
In Business Since 2002
11253 Strang Line Rd, Lenexa, KS
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Cornerstone Financial Programs

Cornerstone Financial Programs

Products and Services
“Our Founder brings three decades of financial services and wealth management experience to individuals, families and business owners throughout the country and with this experience understands the financial concerns and challenges you face today prov...”
In Business Since 2005
20308 W 99th St, Lenexa, KS
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Bridgequest Wealth Strategies

Bridgequest Wealth Strategies

Retirement Planning, Career Transition
“We started this firm as a declaration of independence, believing people deserve the best financial solutions for their situations, not recommendations driven by ties to a certain company or investment offering. Our Fiduciary standard puts your intere...”
In Business Since 2011
11900 W 87th St #130, Lenexa, KS
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Tallgrass Advisors

Tallgrass Advisors

“Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your...”
In Business Since 2007
11900 W 87th St Pkwy STE 245, Lenexa, KS
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Copper Financial

Copper Financial

“Copper Financial (“Copper Financial”) is an SEC registered investment adviser, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the co...”
In Business Since 2020
9777 Ridge Dr STE 360, Lenexa, KS
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BMG Advisors

BMG Advisors

(5)
Prologue, What We Do, Medicare
“Their team takes the time to explain situations to me, I have been given individual time and attention no matter what size of the portfolio, no extra fees to help me get questions answered.”
In Business Since 1941
4700 Belleview Ave #410, Kansas City, MO
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Overland Park Wealth Management

Overland Park Wealth Management

“Overland Park Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by deliveri...”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts All Major Credit Cards
7300 W 110th St #700, Overland Park, KS
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Kansas City Credit Services

Kansas City Credit Services

(22)
Collections, Charge Offs, Repossessions BK & Judgments
“Donna Perkins and her amazing team not only restored my credit profile but took the time to educate and inform me regarding tips and tools that I can use to maintain my now good credit rating.”
Licensed, BBB Accredited
In Business Since 1999
Serving Lenexa Area
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Mendus & Associates

Mendus & Associates

(1)
Part-Time CFO Services, Non-Profit Organizations, IRS Liens
“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”
Licensed, BBB Rating: A+
In Business Since 1986
Transparent Fees & Pricing
Accepts All Major Credit Cards
107 Archibald Ave, Kansas City, MO
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Retirement Solutions Group

Retirement Solutions Group

(4)
“I would recommend this service to anyone looking finding a retirement service for securing their financial situation for the future!”
Licensed, BBB Rating: A+
In Business Since 2005
Remote Consultations Available
Accepts All Major Credit Cards
6801 W 107th St, Overland Park, KS
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Prosperity Planning

Prosperity Planning

(2)
“We are thankful for their guidance and encouragement through the years.”
CFP Certified
In Business Since 2009
Accepts All Major Credit Cards
1805 NW Platte Rd Suite 100, Kansas City, MO
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Affinity Asset Management

Affinity Asset Management

(8)
Long-Term Care Planning, Estate Planning, Risk Management
“We switched in 2016 to Affinity after attending a seminar, our first meeting with Tom was totally over the top, he has our best interest at heart, we have met with him at least every 4 to 6 months, while their main office is In O.”
Licensed, BBB Rating: A+
In Business Since 2000
Free Initial Consultation
Accepts Cash
13220 Metcalf Ave, Overland Park, KS
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Williams Financial Group

Williams Financial Group

(21)
  • Food
  • Family
  • Informative
“Everything was great, the food and the entertainment was excellent”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Insurance Strategy, Financial Advisory Services, Business Strategy
“I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.”
In Business Since 2004
3013 Main St, Kansas City, MO
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Enlightnu Financial

Enlightnu Financial

(29)
  • Policies
  • Pressure
  • Medicare
“My husband & I were referred to an Enlightnu Medicare workshop by a friend & the easy-to-understand information took away the overwhelming feeling of fear of not making the right choice.”
In Business Since 2012
10895 Grandview Dr Suite 360 (3rd Floor, Overland Park, KS
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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
Legacy Planning, Asset Allocation & Risk, Annuities
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
Licensed, BBB Accredited
In Business Since 2017
7381 W 133rd St Suite 200, Overland Park, KS
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Financial Professionals

Financial Professionals

“Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Alt...”
CFP Certified
In Business Since 2000
Serving Lenexa Area
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The Retirement Planning Group

The Retirement Planning Group

(30)
  • Savings
  • Tax
  • Questions
“The Retirement Planning Group doesn't just manage our money accounts, but also take into account things like Social Security and Medicare as part of the total picture.”
CFP Certified
In Business Since 2003
Serving Lenexa Area
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CFG Wealth Management

CFG Wealth Management

Investment Services, College Planning, Retirement Planning
“We help build your empire, one investment at a time.”
Licensed, BBB Rating: A+
In Business Since 2009
Serving Lenexa Area
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Horizon CPA Services

Horizon CPA Services

(1)
Quicktuneup, Part-Time CFO Services, Non-Profit Organizations
Transparent Fees & Pricing
In Business Since 2010
Offers Financing Options
851 NW 45th St #306, Kansas City, MO
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Retirement Planning and Investment Management Services in Lenexa, KS Cost Estimates

Minimum cost
$1052
Maximum cost
$8939
National Average
$3155
Avg Per Hour Rates
$316
$2104
$5784
Average price range is based on 368 cost profiles
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Average Cost $3155
Minimum cost $1052
Maximum cost $8939
Avg Per Hour Rates $316

Average range $2104 to $5784 is based on 368 cost profiles.

Why these companies made our list

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