The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Lenexa area.
Learn how we score.
Prominent finalists A-Z in Lenexa
Absolute Retirement Solutions
Accelefund
Affinity Asset Management
BMG Advisors
BSG Advisers – Overland Park
Beacon Wealth Advisory
Buttonwood Financial Group
Dogwood Wealth Management
Family Investment Center
Financial Professionals
Fiser Group PA
Greg Dillard, CFP
Infinitas
Kansas City Credit Services
Lighthouse Financial Strategies
Mendus & Associates
Overland Park Wealth Management
Owlfi
Prime Capital Investment Advisors
Retirement Solutions Group
Tallgrass Advisors
Taylor Group
The Retirement Planning Group
Williams Financial Group
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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.”
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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.”
i
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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.”
i
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Fiser Group PA
(3)
Tax and Accounting Services, Financial Planning Services, Practice Management
“With easy access to their location right off 87th Street.”
i
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Greg Dillard, CFP
(1)
Retirement Planning, Career Transition
“Very friendly and great to work with”
i
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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!”
i
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Taylor Group
Business Services, Services For Individuals, Services For Quickbooks
“Large enough to meet all your needs,
small enough to know your name.”
i
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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 ...”
i
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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...”
i
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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.”
i
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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...”
i
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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.”
i
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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.”
i
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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.”
i
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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.”
i
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Williams Financial Group
(28)
Company
Need
Informative
“Williams Financial Group has done it again with a wonderful evening and fantastic food!”
i
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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.”
i
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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.”
i
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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.”
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
i
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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...”
i
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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.”
i
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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.”
i
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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!”
i
Retirement Planning and Investment Management Services in Lenexa, KS Cost Estimates