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Owlfi
- 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.”
Best Financial Advisors in Lenexa, KS
24 firms listed · 7 in Lenexa · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Dogwood Wealth Management
- 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.”
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Fiser Group PA
“With easy access to their location right off 87th Street.”
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Greg Dillard, CFP
“Very friendly and great to work with”
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Lighthouse Financial Strategies
“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!”
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Family Investment Center
The 24 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 24 firms we list here, 7 are in Lenexa itself and 17 come from towns including Overland Park (7, 8 mi), Kansas City, MO (4, 17 mi) and Leawood (3, 10 mi). 22 of the firms on this page have a rating, from 4.3 to 5.0 across 374 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". The services the firms on this page list most often on their websites are retirement planning (3), medicare (2), tax planning (2), tax preparation (2) and wealth management (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. 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.
Do firms listed for Lenexa take financial planning bookings online?
8 of the 24 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.
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Tallgrass Advisors
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Retirement Solutions Group
- Team
“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”
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The Retirement Planning Group
- 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.”
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Williams Financial Group
- Company
- Need
- Informative
“Williams Financial Group has done it again with a wonderful evening and fantastic food!”
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BSG Advisers - Overland Park
- IRA
- Knowledge
- Goals
“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.”
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Affinity Asset Management
- Team
“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.”
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BMG Advisors "plan Your Story"
“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.”
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Buttonwood Financial Group
- Community
“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.”
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Beacon Wealth Advisory
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
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Infinitas
- 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.”
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Horizon CPA Services
“Wonderful group of people working at this office.”
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Absolute Retirement Solutions
- 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!”
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CFG Wealth Management
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Prime Capital Investment Advisors
“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.”
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Financial Professionals
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Cramer Capital Management
- Market
- Team
- Strategy
“To anyone looking for a capital management firm that prioritizes client success, fosters educational growth, and operates with the highest levels of integrity, I cannot recommend Bruce Capital Management highly enough.”
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Maciel Wealth Management
- Knowledge
“Very knowledgeable and passionate about his work!”
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Nail CPA Firm
“I am confident that I am getting the best tax planning advice on a year to year basis.”
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
Why these companies made our list
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