Best Financial Advisors in Lenexa, KS

The highest-rated Financial Planning & Wealth Management firms out of 329 vetted & reviewed in the Lenexa area.

Owlfi

Owlfi

(11)
  • Taxes
“I was very pleased with the treatment and the friendliness of all of the staff.”
In Business Since 2006
8725 Rosehill Rd #119, Lenexa, KS
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Fiser Group PA

Fiser Group PA

(3)
Tax and Accounting Services, Financial Planning Services, Property & Casualty Insurance
“With easy access to their location right off 87th Street.”
Accepts All Major Credit Cards
In Business Since 1993
8760 Monrovia, Lenexa, KS
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Accelefund

Accelefund

(1)
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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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 Ave # 100, Lenexa, KS
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Advocates For Seniors

Advocates For Seniors

(1)
“I have referred a number of clients to them and they are always able to help.”
In Business Since 2009
Serving Lenexa Area
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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 2012
Accepts All Major Credit Cards
7300 W 110th St #700, Overland Park, KS
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Engage Advisors

Engage Advisors

(12)
  • Dental
  • Team
“HP has been a great asset to my practice, their knowledge and expertise allow me to focus on being a dentist, knowing that the accounting side of my practice is in good hands.”
In Business Since 2013
7285 132nd St Suite 140, Overland Park, KS
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Retirement Solutions Group

Retirement Solutions Group

(4)
“I would recommend this service to anyone looking finding a retirement service for securing their financial situation for the future!”
Licensed, BBB Rating: A+
In Business Since 2006
Remote Consultations Available
Accepts All Major Credit Cards
6801 W 107th St, 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 2001
Free Initial Consultation
Accepts Cash
13220 Metcalf Ave, Overland Park, KS
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Glass Consulting

Glass Consulting

(10)
Tax Services, Business Services, Industries
“As a business owner, it is imperative that our accounting firm make and track payments, including tax filings, on time and Glass Consulting has always done so.”
Transparent Fees & Pricing
In Business Since 2013
Free Initial Consultation
Serving Lenexa Area
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Enlightnu Financial

Enlightnu Financial

(29)
  • Policies
  • Pressure
  • Medicare
“My husband & I were referred to an Enlightnu Medicare workshop by a friend & the easy-to-understand information took away the overwhelming feeling of fear of not making the right choice.”
In Business Since 2012
10895 Grandview Dr Suite 360 (3rd Floor, Overland Park, KS
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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
7381 W 133rd St Suite 200, Overland Park, KS
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Absolute Retirement Solutions

Absolute Retirement Solutions

(9)
  • 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!”
Remote Consultations Available
In Business Since 2019
Free Initial Consultation
10820 Shawnee Mission Pkwy Suite 301, Shawnee, KS
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RPR Financial

RPR Financial

(1)
Retirement Planning and Investing, Accounting and Taxes
“You explained all of my options and helped my wife and I select the one that met our needs...”
Transparent Fees & Pricing
In Business Since 2015
Family Business
8575 W 110th St #314, Overland Park, KS
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Searcy Financial Services

Searcy Financial Services

(2)
“They have always been capable and prepared and I appreciate their effort and respect of what I asked for (instead of trying to push me another direction or sell me something else).”
Licensed, BBB Rating: A+
In Business Since 1978
Accepts All Major Credit Cards
12980 Foster #160, Overland Park, KS
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Dogwood Wealth Management

Dogwood Wealth Management

(11)
“We have worked for Eric for over 10 years and have been very pleased with how he listens to our concerns to develop a financial plan that meets our needs and has given us the security that we were looking for.”
In Business Since 2021
7900 College Blvd Suite 118, Overland Park, 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
Typical 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

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

Why these companies made our list

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