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Stewardship Capital
“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.”
Best Financial Advisors in Independence, MO
Handpicked from 116 vetted & reviewed Financial Planning & Wealth Management firms in the Independence area, explore the top 5 standout choices among the selected group of 24 finalists.
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Premier Wealth Advisors
“Highly recommend.”
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Evans & Steele Financial
Business Needs, Personal and Estate Needs
“Nice people”
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Real Results Property Solutions
“I love the surroundings and everything is so delightful”
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Claims Recovery Services
“With so many scheming companies only out for themselves, it was nice working with a company that also focused on the outcome for their clients.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Envision Financial Independence mo
“He answered all of our questions in a way that was understandable.”
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Taxchopper / Sammy Trading Co / Ibrammy Investment INC .
- Knows
- Taxes
“I notice one time he refused to accept someone to claim his nephew in Mexico, and someone want to claim his mileage and food and rent which is illegal as he is not contractor, he was getting w2.”
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BMG Advisors
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.”
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Lifegoals Strategies Group
Financial Wellness Programs, Comprehensive Financial Planning, Divorce Planning and Analysis
“We feel that he listened to our concerns and put together a plan that we are comfortable with.”
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Nextgen Wealth
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.”
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Nosbush Tax and Accounting Services
Business Services, Services For Individuals, Tax Services
“Turnaround time is great on work that is done, and she always gives me advice and things to think about to make sure I'm considering important factors in my finances.”
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Kanik Financial
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!”
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Kansas City Credit Services
Student & Pay Day Loans, Identity Theft, Repossessions BK & Judgments
“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.”
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Mendus & Associates
Buy Quickbooks and Save, Payroll Tax Problems, Back Taxes Owed
“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.”
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Prosperity Planning
“We are thankful for their guidance and encouragement through the years.”
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Williams Financial Group
- Informative
- Food
- Investment
“Even with my smaller account they treat me like a big invested and like family.”
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Certified Credit Experts
- Credit Score
- Job
- Team
“My wife and I had been trying to repair our credit scores on our own for years, and when we decided to buy our first home we knew we really needed to do something more.”
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Buttonwood Financial Group
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.”
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Horizon CPA Services
Quickbooks Training, IRS Payment Plan, Payroll Tax Problems
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Sprouse Financial
“He spends the time to make sure I understand all aspects of my investments.”
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Kansas City Business Solutions
- Small Business
- Quickbooks
“He made the whole process of cleaning up my finances seem easy and in only a few months he cleaned up years of accounts and had and new system in place.”
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Mercer & Company
“Dave is an amazing partner and I would highly recommend his services.”
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Brewton Tax and Financial
Financial Statements, Business Valuations, Tax Planning
“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.”
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Mike Martin & Associates
※ Financial Planning, ※ Taxes, ※ Investing
“No problems here.”
Retirement Planning and Investment Management Services in Independence, MO Cost Estimates
Minimum cost
$1183
Maximum cost
$10051
National Average
$3548
Avg Per Hour Rates
$355
$2365
$6504
Average price range is based on
373 cost profiles
Why these companies made our list
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