Mokan Wealth Management
“We did not have a retirement plan before we chose to work with them and now, we know how our retirement accounts will provide the income each month based on how our accounts are doing.”
Best Financial Advisors in Overland Park, KS
24 firms listed · all 24 in Overland Park · 23 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Infinitas
“David Pacer is knowledgeable and has helped me over the last twenty-five years as I navigated retirement planning.”
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BSG Advisers - Overland Park
“He has a whole team of professionals to support and solve any problem for any number of financial needs.”
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RSG Investments
“Professional, kind, savvy with retirement plans and a fun group of folks looking out for their retirees with fun activities and lots of great, educational workshops!!”
Keen Wealth Advisors
“Since they have grown, I am truly impressed with the quality of people we have gotten to know.”
Larson Financial Services
“Great company if you are looking for investment planning, tax planning, estate planning and/or income planning!”
The 24 firms listed for Overland Park, 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: Overland Park, KS
All 24 firms we list here are in Overland Park itself. We have 92 firms in Overland Park on file; this page shows the highest-rated 24. The firms on this page are rated from 4.3 to 5.0 across 456 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), investment management (2), our process (2) and wealth management (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 25 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Overland Park offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Affinity Asset Management
“If you want smart financial advice from people who actually care, Affinity Asset Management is the place.”
Legacy Financial Strategies
“We have worked with David at Legacy for over 10 years and are very pleased with their counsel and guidance in organizing our investments and developing a solid financial management plan for the future that fits our risk profile.”
Sound Stewardship
“Their thorough process helped both my wife and I align on our plans for college funding, retirement planning, and tax optimization.”
Insight Financial Services
“Blake takes the time to explain things clearly, answer questions, and make sure you feel comfortable and confident in your financial decisions.”
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Prime Capital Financial
“If you want a white glove experience for your finances then give them a call!”
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Beacon Wealth Advisory
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
Aspyre Wealth Partners
“Professional, skilled, caring, and peace of mind are terms that come to mind.”
Maciel Wealth Management
“Matt- is amazing he's helped my family and I saved so much money!”
Alegria Wealth
“I would highly recommend her for pre-retirement, post retirement and directing your children to her early in their careers.”
Triune Financial Partners
“Their philosophy of long term disciplined investing has created a solid financial foundation.”
Tall Oaks Advisors
“Whether it's answering questions, offering guidance, or simply being there when we need him, Tom always makes us feel like a priority, not just another client”
RPR Financial
“You explained all of my options and helped my wife and I select the one that met our needs...”
Personal Financial Group
“Also, access to withdrawal funds if needed, over and above my monthly allotment, is simple and easy.”
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Walla Street Wealth Management
“Tim Walla took his time listened, advised and has had constant contact for over two years!”
Nail CPA Firm
“I am confident that I am getting the best tax planning advice on a year to year basis.”
Financial Partners Group
“They take their time to explain the details, features and advantages of the financial products they offer.”
Nova R Wealth
“Theyre extremely knowledgeable, and they go out of their way to make sure your experience is a good one.”
Freedom Peak Financial
Why these companies made our list
What clients say about firms in Overland Park
- “Our relationship with Kyle has been tremendous and I highly recommend him to anyone in need of a financial planner!” — client of Mokan Wealth Management
- “Matt and his team are world class. They manage my personal portfolio and administer our company retirement plan.” — client of Prime Capital Financial
- “They are great people to work with and have made retirement planning and life possible and enjoyable!” — client of Keen Wealth Advisors
Excerpts from public reviews of the firms listed on this page.
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