Best Financial Advisors in Olathe, KS

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Olathe area.

Hollis Kuckelman van De Veer Chartered

Hollis Kuckelman van De Veer Chartered

Industries, Services For Individuals, Tax Services
“Hollis Kuckelman Van De Veer, Chartered is licensed in KS and specializes in Tax Services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Free Initial Consultation
In Business Since 1999
Transparent Fees & Pricing
Licensed, BBB Rating: A+
13795 S Mur-Len Rd # 205, Olathe, KS
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Michael D Peroo Cpa Pa

Michael D Peroo Cpa Pa

(5)
News
“The staff is always attentive to detail, doesn't charge for the time they take to answer my questions, and enjoy the challenges our complicated return brings.”
In Business Since 2005
14123 S Mur-Len Rd, Olathe, KS
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Kingdom Financial Planning

Kingdom Financial Planning

In Business Since 2019
430 E Santa Fe St Suite 200, Olathe, KS
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Medicare, What We Do, Property and Casualty Insurance
“There is no guarantee in the marketplace but it is true pleasure to have someone visit with us, always has a smile on his face and treats us like family.”
In Business Since 1941
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...”
In Business Since 2013
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
7300 W 110th St #700, Overland Park, KS
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Owlfi

Owlfi

(17)
  • Taxes
  • Trust
  • Team
“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.”
In Business Since 2009
Coupons & Offers
8725 Rosehill Rd #119, Lenexa, 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.”
Remote Consultations Available
In Business Since 2005
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
6801 W 107th St, Overland Park, KS
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The Retirement Planning Group

The Retirement Planning Group

(49)
  • Management
  • Questions
  • Goals
“Brandon made us feel welcomed upon our first in person meeting, scoured over our finances (asked why I hadn't retired yet?) and developed a report for long term investments that was very easy to understand.”
In Business Since 2003
CFP Certified
Serving Olathe Area
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Mendus & Associates

Mendus & Associates

(2)
Quickbooks Training, IRS Levies, Small Business Accounting
“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”
Transparent Fees & Pricing
In Business Since 1986
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • Seminars
  • Informative
  • Investment
“In this economy and current state of our nation we need to know the ins and outs and the dos and dont of financial management.”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Dogwood Wealth Management

Dogwood Wealth Management

(28)
  • Mind
  • Team
  • Interest
“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
8813 Penrose Ln #350, Lenexa, KS
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BSG Advisers - Overland Park

BSG Advisers - Overland Park

(20)
Business Owner Services, Insight, Insurance
“They not only aided in building a realistic plan moving forward, but helped us to understand why these choices were the optimal decision and how they would benefit us down the line.”
In Business Since 2013
6840 W 105th St Suite B, Overland Park, KS
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Affinity Asset Management

Affinity Asset Management

(8)
Risk Management, Estate Planning, Retirement Income Planning
“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.”
Free Initial Consultation
In Business Since 2000
Accepts Cash
Licensed, BBB Rating: A+
13220 Metcalf Ave, Overland Park, KS
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Wealth Management, Business Strategy, Investment Management
“), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to.”
In Business Since 2004
3013 Main St, Kansas City, MO
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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
Funeral Planning, Annuities, Empowering Women
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
In Business Since 2017
Licensed, BBB Accredited
10965 Granada Ln Suite 104, Overland Park, KS
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Absolute Retirement Solutions

Absolute Retirement Solutions

(10)
  • Invest
  • Team
“They not only saved me a lot of fees I was previously paying with another company but also continue to bring me new offerings with peace of mind that they are giving me good options to review with my investments.”
In Business Since 2019
Free Initial Consultation
10820 Shawnee Mission Pkwy #301, Shawnee, KS
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Infinitas

Infinitas

(14)
  • Goals
  • Team
  • Portfolio
“From our initial contact with Blake Workman, who listened carefully to what we wanted and made everything so easy to get started with our goals, to the family events where we feel valued as people they really want to see reach their investment potent...”
In Business Since 2016
10801 Mastin St Suite 370, Overland Park, KS
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CFG Wealth Management

CFG Wealth Management

College Planning, Retirement Planning, Investment Services
“We help build your empire, one investment at a time.”
In Business Since 2007
Licensed, BBB Rating: A+
Serving Olathe Area
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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...”
In Business Since 1998
CFP Certified
Serving Olathe Area
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Prime Capital Investment Advisors

Prime Capital Investment Advisors

(10)
Wealth Management, Financial Wellness, Retirement Plan Consulting
“I am currently a Lawing Financial client (personal and business) and am amazed at the amount of time and attention they invested in me upfront (without any commitment whatsoever).”
In Business Since 2018
6201 College Blvd Suite #150, Overland Park, KS
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Randy Shepard CFO Solutions

Randy Shepard CFO Solutions

(9)
  • Integrity
“What I find so very amaizing about Randy and working with him, is his attention to detail and his willingness to do the reseach requiored to be the best in my industry.”
In Business Since 2022
Transparent Fees & Pricing
6800 College Blvd Suite 730, Overland Park, KS
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Engage Advisors

Engage Advisors

(12)
  • Dental
“Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us.”
In Business Since 2013
7285 W 132nd St Suite 140, Overland Park, KS
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Accelefund

Accelefund

(2)
Franchise Funding, SBA Business Loans
“Mickey oversees the process of making startup funds quickly available; then, handles the required filing of forms during the year, on your behalf, so you can focus on running your business.”
In Business Since 2020
Transparent Fees & Pricing
8700 Monrovia Suite 310, Lenexa, KS
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Maciel Wealth Management

Maciel Wealth Management

(10)
  • Knowledge
“His superlative knowledge gave me complete confidence in his ability to obtain our goals.”
In Business Since 2018
11863 W 112th St Suite 100, Overland Park, KS
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Retirement Planning and Investment Management Services in Olathe, KS Cost Estimates

Minimum cost
$1197
Maximum cost
$10172
National Average
$3591
Avg Per Hour Rates
$360
$2394
$6582
Fair price range is based on 506 cost profiles
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Average Cost $3591
Minimum cost $1197
Maximum cost $10172
Avg Per Hour Rates $360

Fair range $2394 to $6582 is based on 506 cost profiles.

Why these companies made our list

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