The highest-rated Financial Planning & Wealth Management companies out of 115 vetted & reviewed in the Overland Park area.
Learn how we score.
Prominent finalists A-Z in Overland Park
Affinity Asset Management
Allen, Gibbs & Houlik, L.C.
Aspyre Wealth Partners
BSG Advisers – Overland Park
Beacon Wealth Advisory
Engage Advisors
Financial Partners Group
Freedom Peak Financial
Infinitas
Insight Financial Services
Larson Financial Services
Link Financial
Maciel Wealth Management
Mize CPAs
Nova R Wealth
Personal Financial Group
Prime Capital Investment Advisors
Randy Shepard CFO Solutions
Retirement Solutions Group
Sapphire Wealth Planning
Sound Stewardship
Tall Oaks Advisors
Tax Favored Benefits
Walla Street Wealth Management
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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.”
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BSG Advisers - Overland Park
(20)
Insight, Insurance, Business Owner Services
“It's hard to say what is going to happen when you talk to someone that is in charge of investments but theses guys proved that you can be at ease and be open to share information without feeling scared of worried.”
i
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Affinity Asset Management
(8)
Estate Planning, Retirement Income 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.”
i
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Beacon Wealth Advisory
(1)
Social Security Maximization, Annuities, Empowering Women
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
i
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Infinitas
(14)
Team
Portfolio
Goals
“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...”
i
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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).”
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Randy Shepard CFO Solutions
(9)
Integrity
“Having had the privilege of working closely with Randy for more than 15 years, I can confidently attest to his exceptional qualifications, unwavering dedication, and outstanding professional achievements.”
i
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Engage Advisors
(12)
Dental
“Some of the ways they helped my office were by getting me a stellar insurance negotiator who could start work just days before I was to close on my practice, as well as directing me in getting all the proper forms, etc which made my job so much easie...”
i
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Maciel Wealth Management
(10)
Knowledge
“Matt has been helping me for a while now and is on top of all the goings-on in the financial world and my portfolio has prospered under his direction.”
“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...”
i
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Personal Financial Group
(3)
Opuvest Portfolio Strategies, Financial Independence Planning, Family Wealth Planning
“I've been working with Thomas, Don and Mason for about 2 years now and couldn't be more pleased with how my financial future is looking.”
i
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Walla Street Wealth Management
(6)
Advisor
“We have used them for a few years now and so appreciate how they are communicative, careful, and feel like true partners in our family's financial journey.”
i
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Tall Oaks Advisors
(6)
Financial Planning, Investments
“We had a lunch meeting everything got knocked out signed and taken care of it was the easiest process I've ever had and he explained everything well.”
i
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Aspyre Wealth Partners
(6)
Management
“All our advisors are still with Aspyre because the firm encourages career and personal growth, and expands to meet opportunities, such as Jamie Bosse's writing and presentations for young people and parent financial literacy and planning.”
“They take their time to explain the details, features and advantages of the financial products they offer.”
i
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Insight Financial Services
(1)
Second Opinion Services
“I would recommend Insight Financial Services to anyone looking for sound financial advice from trusted financial advisors.”
i
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Freedom Peak Financial
(1)
Tell A Friend
“Great financial advisors!”
i
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Sapphire Wealth Planning
(1)
College Planning, Comprehensive Financial Planning
“Caring, honest, individual attention.”
i
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Larson Financial Services
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
i
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Mize Cpas
Wotc Management, Tax Preparation and Planning, Accounts Payable
“Tax Advisors & Consultants Committed to Quality Business and Tax Services With more than 60 years of experience, Mize CPAs has been established as a prominent firm of tax accountants, auditors, and payroll professionals. Previously known as Mize Hous...”
i
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Link Financial
(4)
Will
Retirement
Medicare
“John Link has been very helpful in helping us manage our life long savings and investments also our will and trust and our medicare needs.”
“We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our...”
i
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Sound Stewardship
(3)
“If you are looking for a financial advisor team that will support you through thick and thin, look no further than Sound Stewardship.”
i
Retirement Planning and Investment Management Services in Overland Park, KS Cost Estimates