Best Financial Advisors in Overland Park, KS

The highest-rated Financial Planning & Wealth Management companies out of 115 vetted & reviewed in the Overland Park area.

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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Retirement Solutions Group

Retirement Solutions Group

(4)
“Alan and his team have helped my wife and I get a great start on our retirement and insurance needs after getting such a late start on this.”
In Business Since 2005
Accepts All Major Credit Cards
Remote Consultations Available
Licensed, BBB Rating: A+
6801 W 107th St, Overland Park, KS
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Affinity Asset Management

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.”
In Business Since 2002
Accepts Cash
Free Initial Consultation
Licensed, BBB Rating: A+
13220 Metcalf Ave, Overland Park, KS
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Enlightnu Financial

Enlightnu Financial

(29)
  • Medicare
  • Presentation
  • Policies
“I would highly recommend his services to anyone who needs help during this next chapter of our lives because he never made us feel like we were asking dumb questions--he was always available.”
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)
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.”
In Business Since 2017
Licensed, BBB Accredited
7381 W 133rd St Suite 200, 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.”
In Business Since 2007
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
9401 W 87th St # 200, Overland Park, KS
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Engage Advisors

Engage Advisors

(12)
  • Team
  • 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...”
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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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
“As I am composing this review, in the last 2 weeks, the stock market has lost record amounts, and it has been reflected in part of accounts, however, with that said, I've contacted Leslie, and while it is uncomfortable to see losses, we feel very sec...”
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.

Wealth Management, Technology & Cybersecurity, Assurance & Attest
“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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Freedom Peak Financial

Freedom Peak Financial

(1)
Home, Resources
“Great financial advisors!”
In Business Since 2012
Accepts Cash
7007 College Blvd # 310, Overland Park, KS
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Midwest Divorce Management

Midwest Divorce Management

(1)
Retirement, Investment, Insurance
“I have utilized Kathryn services on a number of my legal matters, and I found her work to be highly professional.”
In Business Since 2020
7381 W 133rd St Suite 222, Overland Park, KS
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Financial Partners Group

Financial Partners Group

(1)
Wealth Management, Financial Planning, Estate Planning
“They take their time to explain the details, features and advantages of the financial products they offer.”
In Business Since 2009
10925 Antioch Rd, Overland Park, KS
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Sapphire Wealth Planning

Sapphire Wealth Planning

(1)
College Planning, Comprehensive Financial Planning
“Caring, honest, individual attention.”
In Business Since 2016
11863 W 112th St Suite 100, Overland Park, KS
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Graham & Walker

Graham & Walker

(1)
Tax Services, For Individuals, For Small Businesses
“Carlos has done exceptional work for my insurance business, real estate and personal finances.”
In Business Since 2020
10955 Lowell Ave Ste 800, Overland Park, KS
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Insight Financial Services

Insight Financial Services

(1)
Second Opinion Services
“I would recommend Insight Financial Services to anyone looking for sound financial advice from trusted financial advisors.”
In Business Since 2008
7101 College Blvd #1501, Overland Park, KS
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Tax Favored Benefits

Tax Favored Benefits

(1)
Wealth Management, Corporate Retirement Plans
“TFB is wonderful to work with!”
In Business Since 2001
4801 W 110th St #200, Overland Park, KS
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Tall Oaks Advisors

Tall Oaks Advisors

(4)
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.”
In Business Since 2016
7211 W 98th Terrace STE 140, Overland Park, KS
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Nova R Wealth

Nova R Wealth

Financial Planning, Tax Planning, Insurance Planning
“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...”
In Business Since 2014
9990 College Blvd, Overland Park, KS
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Walla Street Wealth Management

Walla Street Wealth Management

(4)
“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.”
In Business Since 2002
8102 W 131st Ct, Overland Park, KS
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Creativeone

Creativeone

(3)
“I strongly encourage anyone to reach out and explore what they offer and see if they are the right fit to take your business to the next level like they did for me.”
In Business Since 1998
Licensed
6330 Sprint Pkwy Suite 400, Overland Park, KS
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Beyond Wealth

Beyond Wealth

(3)
As a Registered Investment Advisor, Castlebar Asset Management
“After knowing Andrew for a few years, I've been impressed with his financial planning knowledge, attention to fine details and commitment to excellence.”
In Business Since 2016
CFP Certified
11225 College Blvd # 115, Overland Park, KS
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Douglas R. Peete & Associates

Douglas R. Peete & Associates

(3)
Business Planning, Investment Services, Retirement Plans
“Even though I'd called him away from his office Christmas party, and he had no idea who I was, he took the time to speak at length with me, and I'm just a dumb ole trucker.”
In Business Since 2013
Accepts All Major Credit Cards
4551 W 107th St Suite 320, Overland Park, KS
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Retirement Planning and Investment Management Services in Overland Park, KS Cost Estimates

Minimum cost
$1214
Maximum cost
$10319
National Average
$3642
Avg Per Hour Rates
$365
$2428
$6677
Fair price range is based on 379 cost profiles
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Average Cost $3642
Minimum cost $1214
Maximum cost $10319
Avg Per Hour Rates $365

Fair range $2428 to $6677 is based on 379 cost profiles.

Why these companies made our list

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