BMG Advisors "plan Your Story"
“BMG advisors has helped me grow my portfolio and helped manage all aspects of my financial plan for years.”
Best Financial Advisors near Kansas City, KS
We have one firm in Kansas City on file, and it is on this list, along with 14 from Kansas City, MO (10 mi).
Data verified October 18, 2026
Wealth | KC
“From the very beginning, they took the time to understand our goals, answer our questions and provide the guidance that gave us confidence in our financial future.”
Buttonwood Financial Group
“I have nothing but great things to say about the team here!”
HDQ Wealth
“Harrison and his team are fantastic people and have helped us stay financially organized while guiding our short/long term growth and succession planning.”
Horizon CPA Services
Craft & Sage Wealth
“We are hard clients to work with sometimes, but they always are very open about why they are directing us in the direction they are suggesting.”
The 15 firms listed for Kansas City, KS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Kansas City, KS
14 of the 15 firms on this page have a rating, from 4.3 to 5.0 across 144 reviews; 12 are rated 4.5 or higher. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 12 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kansas City take financial planning bookings online?
5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Michael M. Quarles Owner: Financial Longevity Advisory
“Very skilled would refer anybody to his services, friendly and always available for a consult he had a answer to all my questions and was very patient thank for helping me with my future retirement”
Book onlineBook
Mader & Shannon Wealth Management
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
Atwood & Palmer
“Entire staff is very communicative, polite, and helpful.”
Heritage First
“Wonderful financial advisor who will take into consideration both your family and future plans and tailor everything for exactly what you are looking for.”
Nicholson Meyer Capital Management
“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”
Kaufmann Financial
“He is very personable and offers me sage advice almost like a wise older brother.”
Sterneck Capital Management
Compass Wealth Management
Schmitt Mulhern
“Ben is one of the most down-to-earth, honest lawyers I have had the honor of representing me.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
