Best Financial Advisors in Olathe, KS

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

Woody Financial Group / Guardian Life Insurance Company

Woody Financial Group / Guardian Life Insurance Company

(5)
  • WFG
“Neil Umali from Woody Financial Group did an amazing job explaining and helping me understand the benefits to whole life insurance and laying a solid foundation of financial success.”
In Business Since 2010
Licensed
14670 S Harrison St, Olathe, KS
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Fortress Home Loans

Fortress Home Loans

“Using our online loan application, you can take your time and complete your application whenever it's convenient for you. And, you can always save your work and come back and complete it later if you need to.”
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
15121 W 156th Terrace, Olathe, KS
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Spear Financial

Spear Financial

“At Spear Financial Inc., we believe that one size doesn't fit all because you and your situation are distinct. We ask questions to help better understand your goals and aspirations, take the time to listen, and help you to plan for a more successful ...”
In Business Since 2022
12721 S Hagan St, Olathe, KS
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Journey Financial

Journey Financial

“Journey Financial maintains close relationships with well-versed estate planning attorneys that can assist our client family with an array of legal documents and strategies. Our extensive planning capabilities include, but are not limited to: Estate ...”
In Business Since 2020
15970 S Bradley Dr suite 107, Olathe, KS
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BMG Advisors

BMG Advisors

(5)
Medicare, What We Do, Property and Casualty Insurance
“Their main office is in Kansas City but they are willing to come to Liberty and meet with Liberty clients in a nice space on the Square in downtown Liberty, saving us the hassle and time of driving into the city to meet with them.”
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 2011
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
7300 W 110th St #700, Overland Park, KS
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Mendus & Associates

Mendus & Associates

(1)
Quickbooks Training, IRS Levies, Small Business Accounting
“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”
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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Retirement Solutions Group

Retirement Solutions Group

(4)
“Very happy thus far.”
Remote Consultations Available
In Business Since 2007
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
6801 W 107th St, 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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Williams Financial Group

Williams Financial Group

(21)
  • Informative
  • Family
  • Retirement
“Their dinner was delicious, Stacia was cute and informative as always, and the decorations and music was awesome!”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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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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Enlightnu Financial

Enlightnu Financial

(29)
  • Choices
  • Medicare
  • Presentation
“If you are considering enrolling in Medicare or changing any plans that you currently have, I highly recommend the free Enlightn U Medicare Educational Workshop as a starting point.”
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)
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
7381 W 133rd St Suite 200, 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 2009
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 2000
CFP Certified
Serving Olathe Area
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The Retirement Planning Group

The Retirement Planning Group

(30)
  • Management
  • Questions
  • Goals
“The guys I met were young, KU grads, a few years of experience under their belts, had a lovely office decorated by a couple of the wives, and seemed very excited about their plans and growth.”
In Business Since 2003
CFP Certified
Serving Olathe Area
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Absolute Retirement Solutions

Absolute Retirement Solutions

(9)
  • Invest
“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
Remote Consultations Available
10820 Shawnee Mission Pkwy Suite 301, Shawnee, KS
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Engage Advisors

Engage Advisors

(12)
  • Team
  • 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 132nd St Suite 140, 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).”
In Business Since 1979
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
12980 Foster #160, Overland Park, KS
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Pickett Chaney & McMullen

Pickett Chaney & McMullen

“We are a full-service Accounting firm licensed in KS. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Free Initial Consultation
In Business Since 2005
Offers Financing Options
Transparent Fees & Pricing
9401 W 87th St # 200, Overland Park, KS
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Owlfi

Owlfi

(11)
  • Taxes
“Kelly is very knowledgeable and consistently gets us more money back on our taxes than we ever got ever got with HR Block.”
In Business Since 2007
8725 Rosehill Rd #119, Lenexa, KS
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Dogwood Wealth Management

Dogwood Wealth Management

(11)
“These include their: enthusiastic willingness to listen to our goals, approach to educating us about financial issues important to us, ability to make sound recommendations specific to our goals, attention to detail, prompt responsiveness and follow ...”
In Business Since 2021
7900 College Blvd Suite 118, Overland Park, KS
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True Peace Financial Solutions

True Peace Financial Solutions

(5)
  • Retirement
“If you need someone to help you navigate your future with investments, savings, taxes, social security, RMD's and more you will truly find peace with Leslie Davis and her team.”
In Business Since 2011
Remote Consultations Available
7450 W 130th St #215, Overland Park, KS
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Allen, Gibbs & Houlik, L.C.

Allen, Gibbs & Houlik, L.C.

Corporate Finance, Assurance & Attest, Compensation & Benefits
“Allen, Gibbs & Houlik, L.C. (AGH) and its predecessors have been serving closely held and privately owned entrepreneurial firms and public sector organizations for more than 75 years. AGH has grown to become one of the largest independent CPA and adv...”
In Business Since 1996
Family Business
10801 Mastin St Suite 250, 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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