The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Shawnee area.
Learn how we score.
Prominent finalists A-Z in Shawnee
Absolute Retirement Solutions
Afco Credit Corporation
Affinity Asset Management
BMG Advisors
Beacon Wealth Advisory
Buttonwood Financial Group
CFG Wealth Management
Canvasd Wealth Advisors
EVP Capital Advisors
Enlightnu Financial
Falcon Wealth Advisors
Great Plains Trust Company
Kansas City Credit Services
Levitt Financial Services
Mendus & Associates
Overland Park Wealth Management
Paschang & Associates
Prosperity Planning
Retirement Solutions Group
Sign Merchant Services
Strategic Wealth Partners
The Retirement Planning Group
Whetstone Capital Advisors
Williams Financial Group
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Absolute Retirement Solutions
(9)
Invest
“So if you are contemplating which retirement funds to go with or where to invest your money safely, then look no further; Absolute is your best choice!”
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Falcon Wealth Advisors
“At Falcon Wealth Advisors, we agree with Benjamin Franklin that "An investment in knowledge pays the best interest." That's why we invest our time and efforts in providing financial literacy and education to help our clients navigate their financial ...”
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EVP Capital Advisors
“After working at some of the premier firms in the financial industry, we noticed the traditional wealth management model focused more on maximizing revenue than helping their clients.The Wall Street firms became the primary source for financial advic...”
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Great Plains Trust Company
Trust and Estate Planning, Retirement Planning, Asset Management
“We believe that “trust” is more than a wealth and estate planning strategy. It's a way of doing business that sets us apart in the industry. Our clients trust us to help achieve their wealth planning goals and provide for their families – today, tomo...”
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Levitt Financial Services
(1)
“She is very thorough and knowledgeable about changes in state and federal tax law.”
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Sign Merchant Services
“SignMerchant Services strives to provide the RIGHT solution. With hundreds of choices to be made every day in your business, choosing the right processor should be easy. We listen, analyze, and learn about your business so that we can provide the bes...”
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Canvasd Wealth Advisors
“Life should be full and meaningful. Our clients get this and we love partnering with them in this pursuit. Together, we identify and create opportunities for growth, success, and happiness.”
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Strategic Wealth Partners
“At Strategic Wealth Partners we know superior financial results are not simply achieved through conventional planning. Rather, by developing purposefully driven strategies tailored to specific goals and objectives, we help create lifestyles our clien...”
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Paschang & Associates
“Paschang & Associates, LLC is a financial planning firm with full-service brokerage capabilities. We specialize in creative financial independence planning which includes cash and investment management. We are particularly interested in issues people...”
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Afco Credit Corporation
“AFCO, the leading provider of insurance premium finance and payment options, and Vertafore®, the leader in modern insurance technology, today announced a partnership to equip independent insurance agencies with the capability to provide their insured...”
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Whetstone Capital Advisors
“Whetstone Capital Advisors, LLC employs a value-oriented, research-intensive investment process centered on identifying businesses with discernible competitive advantages in industries benefiting from secular growth. We typically focus our research e...”
i
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BMG Advisors
(5)
Prologue, Property and Casualty Insurance, What We Do
“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.”
i
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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...”
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Kansas City Credit Services
(22)
Identity Theft, Student & Pay Day Loans, Collections
“Donna has a vast knowledge of the credit repair industry and is actively engaged in helping make sure things are being done in the legislature for our benefit.”
“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.”
i
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Retirement Solutions Group
(4)
“I would recommend this service to anyone looking finding a retirement service for securing their financial situation for the future!”
i
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Prosperity Planning
(2)
“We are thankful for their guidance and encouragement through the years.”
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Affinity Asset Management
(8)
Tax Planning, Wealth Management, Long-Term Care Planning
“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.”
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Williams Financial Group
(21)
Food
Retirement
Family
“Williams Financial Group has done it again with a wonderful evening and fantastic food!”
“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.”
i
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Enlightnu Financial
(29)
Healthcare
Worry
Individual
“She assisted me with countless calls to the SSA and then set up my supplemental policy on a holiday (to ensure I would face 2021 with proper insurance coverage)!!!”
i
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Beacon Wealth Advisory
(1)
Income Planning, Medicare, Social Security Maximization
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
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The Retirement Planning Group
(30)
Feel
Confident
Decisions
“After our tax accountant/financial advisor died from cancer, we decided to look for a new company to handle our finances and to focus more on retirement planning.”
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CFG Wealth Management
Investment Services, Retirement Planning, College Planning
“We help build your empire, one investment at a time.”
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Retirement Planning and Investment Management Services in Shawnee, KS Cost Estimates