Best Financial Advisors in Shawnee, KS

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Shawnee area.

Absolute Retirement Solutions

Absolute Retirement Solutions

(10)
  • Team
  • 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!”
Free Initial Consultation
In Business Since 2019
10820 Shawnee Mission Pkwy #301, Shawnee, KS
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Savvy Pay Solutions

Savvy Pay Solutions

(5)
“Very transparent and easy to communicate with.”
Free Initial Consultation
In Business Since 2022
7700 Shawnee Mission Pkwy Suite 310, Overland Park, KS
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Falcon Wealth Advisors

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 ...”
In Business Since 2016
1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205
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EVP Capital Advisors

EVP Capital Advisors

“We engage with clients based on chemistry, trust, and value. We work with clients that we enjoy helping, who trust us and for whom we can provide value. By prioritizing in this manner, our relationships stand the test of time. EVP is there to guide y...”
In Business Since 2015
1968 Shawnee Mission Pkwy, Mission Woods, KS 66205
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Levitt Financial Services

Levitt Financial Services

(1)
“She is very thorough and knowledgeable about changes in state and federal tax law.”
21007 W 60th Terrace, Shawnee, KS
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Sign Merchant Services

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...”
In Business Since 2016
Shawnee, KS
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Northwestern Mutual - Strategic Wealth Partners

Northwestern Mutual - 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...”
In Business Since 2018
2000 Shawnee Mission Pkwy Ste 115, Mission Woods, KS 66205
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Canvas Wealth Advisors

Canvas Wealth Advisors

“Canvas brings a refreshing approach to the sea of Wealth Advisory options. We chose Canvas because that differentiated, high touch focus resonated with us. Not only do they have a keen understanding of our family's unique financial goals, but I truly...”
In Business Since 2019
6136 Nieman Rd, Shawnee, KS
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Owlfi

Owlfi

(17)
  • Team
  • Taxes
  • Trust
“Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in.”
Coupons & Offers
In Business Since 2009
8725 Rosehill Rd #119, Lenexa, KS
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Retirement Solutions Group

Retirement Solutions Group

(11)
  • Team
“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 2009
Accepts All Major Credit Cards
6801 W 107th St, Overland Park, KS
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The Retirement Planning Group

The Retirement Planning Group

(49)
  • Market
  • Trust
  • Tax
“I use that term "working together" because I believe it's a true partnership: we provide input and questions, and Ryan and other staff provide thoughtful, and analytically sound advice about direction.”
CFP Certified
In Business Since 2003
Serving Shawnee Area
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Kansas City Credit Services

Kansas City Credit Services

(23)
Foreclosure, Short Sale Tax Liens, Student & Pay Day Loans, Collections
“I have spoken with several employees in this company an honestly if you research their competition you will notice 1st hand how committed these folks are to you, and your situation.”
Licensed, BBB Accredited
In Business Since 1999
Serving Shawnee Area
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Mendus & Associates

Mendus & Associates

(2)
Quickanswers, IRS Levies, IRS Audit Representation
“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+
Transparent Fees & Pricing
In Business Since 1988
Accepts All Major Credit Cards
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • Retirement Planning
  • People
  • Need
“I strongly urge anyone in need of direction with retirement planning contact the Williams Got before you go any further.”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Dogwood Wealth Management

Dogwood Wealth Management

(28)
  • Estate Planning
  • Family Trust
  • Questions
“They go well beyond the "put your money here" drills every six months and dive deep into how I can maximize my money via taxes, do I have enough insurance, should I use an HSA, can I afford this house, etc.”
In Business Since 2021
8813 Penrose Ln #350, Lenexa, KS
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Aspire Wealth Management & Tax Center

Aspire Wealth Management & Tax Center

(23)
Investment Management, Tax Strategies, Insurance
“Great customer service and so helpful with questions about taxes and investments.”
In Business Since 2018
5601 NE Antioch Rd #8, Kansas City, MO
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BSG Advisers - Overland Park

BSG Advisers - Overland Park

(20)
Investments, Business Owner Services, Insight
“As a fellow business owner, it is important to me to have other trustworthy businesses that I can refer to depending on the needs of my customers and individuals within my network.”
In Business Since 2013
6840 W 105th St Suite B, Overland Park, KS
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Affinity Asset Management

Affinity Asset Management

(8)
Social Security 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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2004
Accepts Cash
13220 Metcalf Ave, Overland Park, KS
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Your Retirement Story, Prologue, 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 1943
4700 Belleview Ave #410, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Lifestyle Management, Tax Strategy, Financial Advisory Services
“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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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
Generational Vault, Insurance Solutions, Asset Allocation & Risk
“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
10965 Granada Ln Suite 104, Overland Park, KS
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Infinitas

Infinitas

(14)
  • Advisor
  • Mind
  • Goals
“Through the excellent managerial efforts of Infinitas our personal resources have increased and our living expenses remain sufficient to allow us a retirement that keeps us both happy and healthy.”
In Business Since 2016
10801 Mastin St Suite 370, Overland Park, KS
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Horizon CPA Services

Horizon CPA Services

(2)
Why Quickbooks, Back Taxes Owed, Internal Controls
“Wonderful group of people working at this office.”
Transparent Fees & Pricing
In Business Since 2010
Offers Financing Options
851 NW 45th St #306, Kansas City, MO
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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 Shawnee Area
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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