Best Financial Advisors in Lenexa, KS

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Lenexa area.

Owlfi

Owlfi

(17)
  • Team
  • Taxes
  • Trust
“Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in.”
Coupons & Offers
In Business Since 2009
8725 Rosehill Rd #119, Lenexa, KS
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Dogwood Wealth Management

Dogwood Wealth Management

(28)
  • Passion
  • Questions
  • Team
“Aside from the vast knowledge and experience they have on taxes, estate planning, and investments, these are two guys that have a passion for helping others.”
In Business Since 2021
8813 Penrose Ln #350, Lenexa, KS
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Accelefund

Accelefund

(2)
SBA Business Loans, Franchise Funding
“He always answers his phone and he always took the time to teach a newcomer to the ROBS process like me, what I needed to know to make an informed decision.”
Transparent Fees & Pricing
In Business Since 2020
8700 Monrovia Suite 310, Lenexa, KS
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Fiser Group PA

Fiser Group PA

(3)
Tax and Accounting Services, Financial Planning Services, Practice Management
“With easy access to their location right off 87th Street.”
Accepts All Major Credit Cards
In Business Since 1996
8760 Monrovia, Lenexa, KS
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Greg Dillard, CFP

Greg Dillard, CFP

(1)
Retirement Planning, Career Transition
“Very friendly and great to work with”
In Business Since 2011
11900 W 87th St Pkwy #130, Lenexa, KS
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Lighthouse Financial Strategies

Lighthouse Financial Strategies

(8)
“Always professional and I have never had any doubts that Lighthouse Financial Strategies always looks after my best interest and takes great care of me!”
In Business Since 2007
8730 Bourgade St, Lenexa, KS
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Taylor Group

Taylor Group

Business Services, Services For Individuals, Services For Quickbooks
“Large enough to meet all your needs, small enough to know your name.”
Accepts All Major Credit Cards
In Business Since 2009
Transparent Fees & Pricing
8725 Rosehill Rd # 101, Lenexa, KS
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Family Investment Center

Family Investment Center

Social Security Planning, Estate Planning Education & Will (And/Or Trust) Facilitation, Retirement Planning
“An open retainer agreement means you are free to call us or schedule a meeting at any time on any financial issue and there will be no additional charge for the extra meeting(s). The logic behind this arrangement is simple: each year you have to put ...”
In Business Since 2002
11253 Strang Line Rd, Lenexa, KS
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Tallgrass Advisors

Tallgrass Advisors

“Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your...”
In Business Since 2007
11900 W 87th St Pkwy STE 245, Lenexa, KS
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Prologue, What We Do, Medicare
“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 1943
4700 Belleview Ave #410, Kansas City, MO
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Overland Park Wealth Management

Overland Park Wealth Management

“Overland Park Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by deliveri...”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts All Major Credit Cards
7300 W 110th St #700, Overland Park, KS
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Retirement Solutions Group

Retirement Solutions Group

(11)
  • Team
“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”
Licensed, BBB Rating: A+
In Business Since 2007
Remote Consultations Available
Accepts All Major Credit Cards
6801 W 107th St, Overland Park, KS
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The Retirement Planning Group

The Retirement Planning Group

(49)
  • Portfolio
  • Tax
  • Questions
“They listen to and consider my financial goals, provide valued analysis, and then develop a personal financial plan that is easily updated when life happens.”
CFP Certified
In Business Since 2003
Serving Lenexa Area
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Kansas City Credit Services

Kansas City Credit Services

(23)
Collections, Charge Offs, Repossessions BK & Judgments
“Donna Perkins and her amazing team not only restored my credit profile but took the time to educate and inform me regarding tips and tools that I can use to maintain my now good credit rating.”
Licensed, BBB Accredited
In Business Since 1999
Serving Lenexa Area
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Mendus & Associates

Mendus & Associates

(2)
Part-Time CFO Services, Non-Profit Organizations, IRS Liens
“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.”
Licensed, BBB Rating: A+
In Business Since 1986
Transparent Fees & Pricing
Accepts All Major Credit Cards
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • Company
  • Need
  • Informative
“Williams Financial Group has done it again with a wonderful evening and fantastic food!”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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BSG Advisers - Overland Park

BSG Advisers - Overland Park

(20)
Investments, Insight, Business Owner Services
“He makes me think through the deeper questions to see beyond my current financial picture revealing what the future could hold for me and for my family.”
In Business Since 2013
6840 W 105th St Suite B, Overland Park, KS
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Affinity Asset Management

Affinity Asset Management

(8)
Long-Term Care Planning, Estate Planning, Risk Management
“We switched in 2016 to Affinity after attending a seminar, our first meeting with Tom was totally over the top, he has our best interest at heart, we have met with him at least every 4 to 6 months, while their main office is In O.”
Licensed, BBB Rating: A+
In Business Since 2000
Free Initial Consultation
Accepts Cash
13220 Metcalf Ave, Overland Park, KS
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Insurance Strategy, Financial Advisory Services, Business Strategy
“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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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
Legacy Planning, Asset Allocation & Risk, Annuities
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
Licensed, BBB Accredited
In Business Since 2017
10965 Granada Ln Suite 104, Overland Park, KS
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Financial Professionals

Financial Professionals

“Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Alt...”
CFP Certified
In Business Since 2000
Serving Lenexa Area
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Prime Capital Investment Advisors

Prime Capital Investment Advisors

(10)
Retirement Plan Consulting, Wealth Management, Financial Wellness
“Always had a great relationship with Matt Peterson at Prime Capital and feel as though my best interests are at the heart of all of their investment decisions.”
In Business Since 2018
6201 College Blvd Suite #150, Overland Park, KS
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Infinitas

Infinitas

(14)
  • Mind
  • Team
  • Goals
“Through the excellent managerial efforts of Infinitas our personal resources have increased and our living expenses remain sufficient to allow us a retirement that keeps us both happy and healthy.”
In Business Since 2016
10801 Mastin St Suite 370, Overland Park, KS
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Absolute Retirement Solutions

Absolute Retirement Solutions

(10)
  • Team
  • Invest
“So if you are contemplating which retirement funds to go with or where to invest your money safely, then look no further; Absolute is your best choice!”
Free Initial Consultation
In Business Since 2019
10820 Shawnee Mission Pkwy #301, Shawnee, KS
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Retirement Planning and Investment Management Services in Lenexa, KS Cost Estimates

Minimum cost
$1052
Maximum cost
$8939
National Average
$3155
Avg Per Hour Rates
$316
$2104
$5784
Average price range is based on 368 cost profiles
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Average Cost $3155
Minimum cost $1052
Maximum cost $8939
Avg Per Hour Rates $316

Average range $2104 to $5784 is based on 368 cost profiles.

Why these companies made our list

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