Nextgen Wealth
“Our first year with Clint was better than the last two years with our old advisor.”
Best Financial Advisors in Lee's Summit, MO
15 firms listed · all 15 in Lee's Summit · 2 open weekends · 10 rated 4.5+
Data verified October 18, 2026
Kanik Financial
“Have trusted him with my financial plan for over ten years and highly recommend him to anyone planning for their retirement.”
Accounting & Tax Solutions
“I received rapid responses to my (many) questions, and Jeanie made sure I understood everything when she completed my taxes.”
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Oak Road Wealth Management
“Oak Road Wealth Managemt takes their fiduciary responsibility very seriously, and they always make data driven decisions with their clients' best interests as their primary focus.”
Martin Tax & Financial Services
“We engaged Angie when our financial records were not the best organized but she came in and got both our business and personal taxes in order.”
Kansas City Business Solutions
“Kansas City Business Solutions is a unique and specialized company that is super responsive and insightful.”
The 15 firms listed for Lee's Summit, MO 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: Lee's Summit, MO
All 15 firms we list here are in Lee's Summit itself. 10 of the firms on this page have a rating, from 4.5 to 5.0 across 196 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and quality (64%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are our philosophy (2), our process (2), our team (2) and who we serve (2). 2 list staff certifications (CFP and CPA) and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2009. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lee's Summit take financial planning bookings online?
2 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.
Friedline Financial
“Lyle and his staff are absolutely great they treat you like you're part of the family..”
Lifegoals Strategies Group
“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.”
Sprouse Financial
“Roger is very detailed to make sure you can make a great decision on the choices of investments he has to offer based on your personal situation.”
Heritage Financial
Freedom Wealth Advisors
Strongbox Wealth
Compensation Benefit Planning
Steven Holdmeyer - Bancwest Investment Services Financial Advisor
Beyond Wealth Advisors
Why these companies made our list
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