Best Financial Advisors in Blue Springs, MO

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Blue Springs area.

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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ECS Capital Investments

ECS Capital Investments

(2)
Financial Planning and Wealth Management, Education Planning, Insurance Strategies
“Eric is exceptional at being attentive and truly listening to the client and working an investment plan for your best interest.”
In Business Since 2016
1200 NW S Outer Rd #224, Blue Springs, MO
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Mid American Wealth

Mid American Wealth

(4)
“Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement.”
In Business Since 2018
7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO
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Steve Heggs - Raymond James

Steve Heggs - Raymond James

(2)
Services, Services
“I want to especially thank Becky for taking the time and patience for helping me reset my Raymond James account on my cell phone and the follow-up by providing a little checklist she made in case I encounter difficulty logging on to my account.”
In Business Since 1966
Family Business
Accepts All Major Credit Cards
3301 MO-7 Suite A, Blue Springs, MO
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Family Wealthcare Center

Family Wealthcare Center

What Services We Provide
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
In Business Since 2007
Serving Blue Springs Area
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Martin Financial Group

Martin Financial Group

Financial Planning, Online Account Access, Risk Management
“If you've been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.”
In Business Since 2013
7505 NW Tiffany Springs Pkwy #120, Kansas City, MO
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Steven Holdmeyer - Bancwest Investment Services Financial Advisor

Steven Holdmeyer - Bancwest Investment Services Financial Advisor

740 NW Blue Pkwy, Lee's Summit, MO
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Shade Tree Investments

Shade Tree Investments

705 SW Walnut St, Blue Springs, MO
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Cobb Wealth Management

Cobb Wealth Management

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2007
1050 W Blue Ridge Blvd, Kansas City, MO
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Nextgen Wealth

Nextgen Wealth

(29)
What We Do, Pricing, Client Onboarding Process
“Clint was great, even though I did not meet some of the financial "requirements" (and as he explained, I would not benefit from a financial adviser at this time), he still took 30 minutes out of his day to discuss my situation and give me tips on how...”
In Business Since 2019
Transparent Fees & Pricing
Accepts Check
CPA Certified
405 SW Waterfall Ct, Lee's Summit, MO
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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
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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
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Burns Accounting & Taxation

Burns Accounting & Taxation

(6)
Accounting Services, Virtual Services, CFO Services
“She has gone above and beyond any expectations I ever had in helping me with all of my accounting and tax needs and I could not be a happier customer!”
In Business Since 2018
Remote Consultations Available
312 SW Greenwich Dr Suite 530, Lee's Summit, MO
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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
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Kansas City Business Solutions

Kansas City Business Solutions

(11)
  • Quickbooks
  • Small Business
“I run a small business with about 7 employees and we just needed a CFO to help guide us through Quickbooks and really make sure our finances are tracked correctly.”
In Business Since 2021
Accepts Check, Paypal
3536 NW Primrose Ct, Lee's Summit, MO
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Mercer & Company

Mercer & Company

(3)
“They have been doing my books for 3 years now and always get it right!”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
200 SE Douglas St Suite 100, Lee's Summit, MO
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Brewton Tax and Financial

Brewton Tax and Financial

(2)
Individuals, Payroll Services, 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
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Mike Martin & Associates

Mike Martin & Associates

(6)
The Big Picture, ※ Financial Planning, ※ Investing
“We have been with Mike Martin for so many years and have always been pleased.”
In Business Since 1992
3640 NE Ralph Powell Rd, Lee's Summit, MO
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Friedline Financial

Friedline Financial

(5)
Overview, Companies, Individuals
“BTW Cindy the office manager is a true asset to the company and is a pleasure to work with as well!”
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
“Zung at Java Wealth helped my wife and I get our finances in order, create a financial plan for our future, and show us how to implement that plan.”
In Business Since 2018
Licensed
2116 SW Cedar Hill Ln, Lee's Summit, MO
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Premier Wealth Advisors

Premier Wealth Advisors

(7)
“Worked with my family answering Annuity question on my mothers estate.”
In Business Since 2018
4621 S Shrank Dr # E, Independence, 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
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Lifegoals Strategies Group

Lifegoals Strategies Group

(3)
Find Your Risk Number, Financial Wellness Programs, Pension Plan Services
“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
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Evans & Steele Financial

Evans & Steele Financial

(2)
Personal and Estate Needs, Business Needs
“Terri and Amy are the best at what they do and truly care about you and your success.”
In Business Since 2011
14810 E 42 St S, Independence, MO
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Retirement Planning and Investment Management Services in Blue Springs, MO Cost Estimates

Minimum cost
$1053
Maximum cost
$8949
National Average
$3159
Avg Per Hour Rates
$316
$2106
$5791
Fair price range is based on 463 cost profiles
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Average Cost $3159
Minimum cost $1053
Maximum cost $8949
Avg Per Hour Rates $316

Fair range $2106 to $5791 is based on 463 cost profiles.

Why these companies made our list

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