Best Financial Advisors near Olathe, KS
We have one firm in Olathe on file, and it is on this list, along with 14 from Overland Park (12, 7 mi) and Lenexa (2, 5 mi).
Data verified October 18, 2026
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Owlfi
“They have helped guide me to a successful financial position for my retirement.”
Infinitas
“Michelle is organized, thorough, and provides comprehensive support for us as we navigate our financial decisions.”
Mokan Wealth Management
“I initially met Kyle at one of his retirement classes and immediately realized I needed a comprehensive financial plan which included tax planning before going into retirement.”
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Dogwood Wealth Management
“I am confident that they are giving me the best financial advice.”
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BSG Advisers - Overland Park
“He takes the time to understand my goals, explain everything clearly, and provide practical and effective strategies.”
The 15 firms listed for Olathe, 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: Olathe, KS
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 458 reviews; 2 have 50 or more reviews. 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 2 offer 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; 14 publish a contact page; 10 list a public email and 4 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.
Do firms listed for Olathe take financial planning bookings online?
4 of the 15 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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RSG Investments
“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”
Keen Wealth Advisors
“When we first started looking for financial advisors I had talked to several different companies, after my wife and I met with Bill and Matt at Keen Wealth I knew we had found the people we wanted to work with.”
Larson Financial Services
“Steve and his team are always a pleasure to do business with.”
Affinity Asset Management
“I now know the years of investment knowledge and experienced staff of exceptional professionals that my mission is complete for my daughter Ciana.”
Legacy Financial Strategies
“If you are looking for a financial advisor who genuinely cares about your future and possesses the expertise to back it up, look no further than Andrew Rogers - Five stars isn't enough for this guy!”
Sound Stewardship
“Besides managing our investments, they have seen us through complicated financial situations including transfer of wealth, life transitions such as preparation for college and then for retirement, and also in charitable giving.”
Insight Financial Services
“What I appreciate most is his ability to explain complex concepts in plain English—he never talks down to you and actually makes you feel smart and empowered in your decisions.”
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Prime Capital Financial
“I'm not sure I could have found a better advisor than Jasen Mangrum to help me with developing a retirement plan.”
Aspyre Wealth Partners
“My husband passed away and I had no idea how to handle everything and they have done a tremendous job helping me for 3 years now.”
Why these companies made our list
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