Best Financial Advisors in Lees Summit, MO

Handpicked from 100 vetted & reviewed Financial Planning & Wealth Management firms in the Lees Summit area, discover the top 5 standout choices among the selected group of 24 finalists.

Lifegoals Strategies Group

Lifegoals Strategies Group

(3)
Divorce Planning and Analysis, Comprehensive Financial Planning, What's Your Risk Number?
“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
i
Nextgen Wealth

Nextgen Wealth

(41)
Pricing, What We Do, Client Logins
“Clint has been invaluable, working with my wife and I to map out a financial plan for my family and he is my first phone call as that plan inevitably changes and evolves.”
Transparent Fees & Pricing
In Business Since 2017
Accepts Check
CPA Certified
405 SW Waterfall Ct, Lee's Summit, MO
i
Accounting & Tax Solutions

Accounting & Tax Solutions

(41)
  • Questions
  • Price
  • Job
“Have been going to Accounting & Tax Solutions, Inc for several years for our tax preparation and have always been impressed with the professional and friendly way they do business.”
In Business Since 1953
Accepts All Major Credit Cards
905b E Langsford Rd, Lee's Summit, MO
i
Kanik Financial

Kanik Financial

(36)
Team, Useful Links
“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
i
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
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.2 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
Java Wealth Planning

Java Wealth Planning

(10)
  • Goals
  • Future
“The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!”
In Business Since 2018
Transparent Fees & Pricing
Licensed
2116 SW Cedar Hill Ln, Lee's Summit, MO
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Oak Road Wealth Management

Oak Road Wealth Management

(5)
Services For Individuals, Services For Businesses
“Super knowledgeable and friendly team to help you reach financial independence.”
In Business Since 2016
Free Initial Consultation
Average Price Tag
210 SW Market St, Lee's Summit, MO
i
Martin Tax & Financial Services

Martin Tax & Financial Services

(8)
Income Tax Preparation, Financial Planning, Wealth Mangement & Investing
“Excellent service, highly professional, I would recommend to anyone!”
In Business Since 2013
3640 NE Ralph Powell Rd, Lee's Summit, MO
i
Mercer & Company

Mercer & Company

(4)
“Very easy to communicate, patient to clarify all my silly questions, very professional and out of the tax return season if I need an advice or a copy of something they are always very fast and efficient to help.”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
200 SE Douglas St # 100, Lee's Summit, MO
i
Brewton Tax and Financial Services

Brewton Tax and Financial Services

(3)
Financial Statements, Tax Planning, Tax Free Retirement and Asset Protection
“For example, when the tax laws changed this year, she was quick to bring this to our attention, which otherwise, we would not have been aware!”
In Business Since 2020
Free Initial Consultation
4709 NE Saratoga Ct, Lee's Summit, MO
i
Kansas City Business Solutions

Kansas City Business Solutions

(11)
  • Quickbooks
  • Small Business
“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.”
In Business Since 2019
Accepts Check, Paypal
3536 NW Primrose Ct, Lee's Summit, MO
i
Mike Martin & Associates

Mike Martin & Associates

(6)
※ Financial Planning, The Big Picture, ※ Investing
“No problems here.”
In Business Since 1990
3640 NE Ralph Powell Rd, Lee's Summit, MO
i
Nikki Burns & Associates

Nikki Burns & Associates

(6)
Tax, Advisory, Accounting
“Most important she was eager to answer questions and look up any answers she doesn't know.”
In Business Since 2023
312 SW Greenwich Dr PMB 530, Lee's Summit, MO
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Friedline Financial

Friedline Financial

(6)
Overview, Companies, Individuals
“Great place for financial advice and tax preparation.”
In Business Since 2009
107 SW Market St STE A, Lee's Summit, MO
i
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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Capital Investment Management

Capital Investment Management

(1)
Flipbooks, Helpful Resources, Newsletters
“I have been with them for over 20 years now and they have continued to take me down a careful path.”
In Business Since 2000
Accepts All Major Credit Cards
608 SW 3rd St, Lee's Summit, MO
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Sprouse Financial

Sprouse Financial

(5)
“He spends the time to make sure I understand all aspects of my investments.”
In Business Since 2011
Licensed, BBB Accredited
306 SE 3rd St, Lee's Summit, MO
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Credit Protection USA

Credit Protection USA

(1)
“I found out that credit repair isn't really effective unless it's performed by real attorneys.”
In Business Since 2014
4041 NE Lakewood Way #230, Lee's Summit, MO
i
Wise Wealth

Wise Wealth

“The ideal retirement is being able to focus on what matters most to you, whether that's spending time with grandkids, traveling, or pursuing new hobbies. At Wise Wealth, we believe that protecting your lifelong savings and building a comprehensive fi...”
In Business Since 2003
11 SE 2nd St, Lee's Summit, MO
i
Freedom Wealth Advisors

Freedom Wealth Advisors

Who We Serve
In Business Since 2014
110 SW 3rd St, Lee's Summit, MO
i
BSR Card Services

BSR Card Services

“Excellent client relationships are the starting point for successful financial strategies. Our mission is to surpass your expectations. Guided by our unwavering values, we will always put your businesses needs first!”
In Business Since 2023
Free Initial Consultation
210 SW Market St STE 104, Lee's Summit, MO
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Heritage Financial

Heritage Financial

Who We Serve
In Business Since 2014
110 SW 3rd St, Lee's Summit, MO
i
Strongbox Wealth

Strongbox Wealth

“An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and som...”
In Business Since 2019
Transparent Fees & Pricing
CFP Certified
3470 NE Ralph Powell Rd A, Lee's Summit, MO
i
Compensation Benefit Planning

Compensation Benefit Planning

“All actuarial and retirement consulting firms are not the same. Actuaries typically use standard methods and assumptions or have difficulty communicating and customizing their approach to suit the unique needs, goals and circumstances of their client...”
In Business Since 2019
3552 NE Ralph Powell Rd, Lee's Summit, MO
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Retirement Planning and Investment Management Services in Lees Summit, MO Cost Estimates

Minimum cost
$1162
Maximum cost
$9877
National Average
$3486
Avg Per Hour Rates
$349
$2324
$6391
Fair price range is based on 395 cost profiles
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Average Cost $3486
Minimum cost $1162
Maximum cost $9877
Avg Per Hour Rates $349

Fair range $2324 to $6391 is based on 395 cost profiles.

Why these companies made our list

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