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Owlfi
“They were honest, knowledgeable, and genuinely cared about understanding my current position and providing intelligent solutions for me.”
Best Financial Advisors in Lenexa, KS
15 firms listed · 6 in Lenexa · 13 rated 4.5+
Data verified October 18, 2026
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Dogwood Wealth Management
“We have been working with Drew and Allie who are very knowledgeable and easy to work with.”
Fiser Group PA
“Courtney Fiser and Nate Fiser make a great team and check in often to make sure we are meeting our financial goals.”
Greg Dillard, CFP
“Very friendly and great to work with”
Family Investment Center
Tallgrass Advisors
The 15 firms listed for Lenexa, 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: Lenexa, KS
Of the 15 firms we list here, 6 are in Lenexa itself and 9 come from Overland Park (8, 8 mi) and Prairie Village (1, 8 mi). 14 of the firms on this page have a rating, from 1.0 to 5.0 across 313 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 13 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.
Why are financial advisers outside Lenexa listed here?
6 of the 15 firms are located in Lenexa. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Infinitas
“She is excellent at explaining financial concepts that can feel foreign and really helps you feel empowered to take control of your finances.”
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BSG Advisers - Overland Park
“Su Jung is knowledgeable, easy to work with, versatile in his services & offerings, and I really like his approach to financial planning and investing.”
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RSG Investments
“Very down to earth, friendly advisors that make complicated things easy to understand.”
Keen Wealth Advisors
“As a fiduciary, they are on our side to ensure all the hard work we've poured into our careers results in the retirement of our dreams.”
Larson Financial Services
“They do an outstanding job managing our finances, taking the time to meet with us regularly and ensure everything stays on track.”
Sound Stewardship
“Guidance and direction is discussed while weighing pros/cons of various decision points, allowing the client to understand impacts (good/bad) and make the best decision for their personal situation”
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Prime Capital Financial
“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.”
Insight Financial Services
“My experience with David Pacer at INSIGHT Financial Services has turned my life around.”
CFG Wealth Management
“Cfg has done great job with money roger jones raymore missouri”
Why these companies made our list
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