Best Financial Advisors in Independence, MO

The highest-rated Financial Planning & Wealth Management firms out of 319 vetted & reviewed in the Independence area.

Premier Wealth Advisors

Premier Wealth Advisors

(7)
“Highly recommend.”
In Business Since 2018
4621 S Shrank Dr # E, Independence, MO
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Evans & Steele Financial

Evans & Steele Financial

(2)
Business Needs, Personal and Estate Needs
“Nice people”
In Business Since 2011
14810 E 42 St S, Independence, MO
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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 1999
4200 Little Blue Pkwy #650, Independence, MO
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Financial Advisor & Retirement Planning KC By LPL Financial

Financial Advisor & Retirement Planning KC By LPL Financial

(4)
Estate Planning, Tax Planning, Small Business Planning
“I was quite surprised when the option he recommended was actually the lowest cost option as well, in the past financial advisors seemed to always give a reason to pay extra commissions for certain investments.”
In Business Since 2019
Serving Independence Area
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Oak Road Wealth Management

Oak Road Wealth Management

(5)
Financial Planners & Advisors, Individuals, Retirement Planning & Funding
“Super knowledgeable and friendly team to help you reach financial independence.”
Average Price Tag
Free Initial Consultation
In Business Since 2016
210 SW Market St, Lee's Summit, MO
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ECS Capital Investments

ECS Capital Investments

(2)
Education Planning, Retirement Income Planning, Insurance Strategies
“Eric has a way of explaining financial planning that makes it seem simple.”
Below Average Price Tag
In Business Since 2016
1200 NW S Outer Rd #224, Blue Springs, MO
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Wealth | KC - Financial Advisors

Wealth | KC - Financial Advisors

(2)
“Happy to do business with Shean!”
In Business Since 2015
1420 NW Vivion Rd Suite 109, Kansas City, MO
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Next Gen Wealth

Next Gen Wealth

(20)
Pricing, Getting Started Process, 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.”
Below Average Price Tag
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts Check
405 SW Waterfall Ct, Lee's Summit, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(15)
Tax Strategy, Insurance Strategy, Multigenerational Wealth
“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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Kanik Financial

Kanik Financial

(20)
Useful Links, Team
“Very professional, he works diligently on everything & if there's something he can't do for you (which is highly unlikely) he will refer you to someone he knows and trusts!”
In Business Since 2009
1320 NE Windsor Dr, Lee's Summit, MO
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A1 Mortgage Group

A1 Mortgage Group

(20)
  • Saving
  • Goals
  • Wes
“Not only did he help me with my refinance loan, he also gave us great advice, kept us updated along the way and did everything in his power to help us.”
Licensed
Transparent Fees & Pricing
In Business Since 1997
200 NW Executive Way, Lee's Summit, MO
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Re Score Your Life

Re Score Your Life

(18)
  • Thorough
  • Understanding
  • Credit Score
“It took over 6 months, but my collection accounts got DELETED after Jessica took charge of my case, and my credit score increased drastically, which allowed me to finally get approved for a mortgage.”
Transparent Fees & Pricing
In Business Since 2019
1300 E 104th St Ste 250, Kansas City, MO
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Martin Tax & Financial Services

Martin Tax & Financial Services

(3)
※ Financial Planning, ※ Taxes, ※ Investing
“Excellent service, highly professional, I would recommend to anyone!”
In Business Since 1991
3640 NE Ralph Powell Rd, Lee's Summit, MO
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Prosperity Planning

Prosperity Planning

(2)
“We are thankful for their guidance and encouragement through the years.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 2004
1805 NW Platte Rd Suite 100, Kansas City, MO
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Sprouse Financial

Sprouse Financial

(3)
“He spends the time to make sure I understand all aspects of my investments.”
Licensed, BBB Accredited
In Business Since 2011
306 SE 3rd St, Lee's Summit, MO
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Friedline Financial

Friedline Financial

(5)
Individuals, Companies, Overview
“Trustworthy people who go the distance to take care of their clients.”
In Business Since 2009
107 SW Market St suite a, Lee's Summit, MO
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HDQ Wealth

HDQ Wealth

(1)
Young Professionals, Professional Athletes, Medical Professionals
“Friendly and Helpful”
Free Initial Consultation
In Business Since 2019
1828 Walnut St 3rd floor, Kansas City, MO
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BMG Advisors

BMG Advisors

(4)
Medicare, Prologue, Property and Casualty Insurance
“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 1939
4700 Belleview Ave #410, Kansas City, 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.”
Licensed
In Business Since 2018
2116 SW Cedar Hill Ln, Lee's Summit, MO
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Capital Investment Management

Capital Investment Management

(1)
Flipbooks, Videos, Newsletters
“I have been with them for over 20 years now and they have continued to take me down a careful path.”
Accepts All Major Credit Cards
In Business Since 2000
608 SW 3rd St, Lee's Summit, MO
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Retirement Planning and Investment Management Services Estimated Cost in Independence, MO 2022

Minimum cost
$1060
Maximum cost
$9010
National Average
$3180
Avg Per Hour Rates
$318
$2120
$5830
Fair price range based on 158 cost profiles
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Average Cost $3180
Minimum cost $1060
Maximum cost $9010
Avg Per Hour Rates $318

Typical range $2120 to $5830 is based on 158 cost profiles.

Why these companies made our list

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