Best Financial Advisors in Overland Park, KS

24 firms listed · all 24 in Overland Park · 20 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Retirement Solutions Group

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.”
In Business Since 2006
Accepts All Major Credit Cards
Remote Consultations Available
BBB Rating: A+
6801 W 107th St, Overland Park, KS
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BSG Advisers - Overland Park

BSG Advisers - Overland Park

(20)
  • Goals
  • Financial Advisor
  • IRA
“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.”
In Business Since 2013
6840 W 105th St Suite B, Overland Park, KS
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Affinity Asset Management

Affinity Asset Management

(8)
  • Team
“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 2001
Accepts Cash
Free Initial Consultation
BBB Rating: A+
13220 Metcalf Ave, Overland Park, KS
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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
“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
10965 Granada Ln Suite 104, Overland Park, KS
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Prime Capital Investment Advisors

Prime Capital Investment Advisors

(10)
“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).”
In Business Since 2018
6201 College Blvd Suite #150, Overland Park, KS
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Infinitas

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...”
In Business Since 2016
10801 Mastin St Suite 370, Overland Park, KS
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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. 23 of the firms on this page have a rating, from 4.2 to 5.0 across 150 reviews; 20 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), investment management (2), our process (2) and wealth management (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 66 years. 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 list a public email and 4 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?

2 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.

Maciel Wealth Management

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.”
In Business Since 2018
11863 W 112th St Suite 100, Overland Park, KS
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Personal Financial Group

Personal Financial Group

(3)
“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.”
In Business Since 2010
7007 College Blvd Suite 270, Overland Park, KS
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Walla Street Wealth Management

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.”
In Business Since 2002
8102 W 131st Ct, Overland Park, KS
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Aspyre Wealth Partners

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.”
In Business Since 2017
10000 College Blvd Suite 260, Overland Park, KS
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Tall Oaks Advisors

Tall Oaks Advisors

(6)
  • IRA
“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
5251 W 116th Pl suite 200, Overland Park, KS
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Freedom Peak Financial

Freedom Peak Financial

(1)
“Great financial advisors!”
In Business Since 2010
Accepts Cash
7007 College Blvd # 310, Overland Park, KS
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Tax Favored Benefits

Tax Favored Benefits

(1)
“Great people at TFB!”
In Business Since 2001
4801 W 110th St #200, Overland Park, KS
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Financial Partners Group

Financial Partners Group

(1)
“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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Insight Financial Services

Insight Financial Services

(1)
“I would recommend Insight Financial Services to anyone looking for sound financial advice from trusted financial advisors.”
In Business Since 2008
7101 College Blvd Suite 740, Overland Park, KS
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Sapphire Wealth Planning

Sapphire Wealth Planning

(1)
“Caring, honest, individual attention.”
In Business Since 2016
11863 W 112th St Suite 100, Overland Park, KS
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Link Financial

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.”
In Business Since 2023
7300 W 110th St #700, Overland Park, KS
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Mize Cpas

Mize Cpas

In Business Since 1960
7101 College Blvd #900, Overland Park, KS
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Larson Financial Services

Larson Financial Services

In Business Since 2002
Accepts All Major Credit Cards
Free Initial Consultation
BBB Rating: A+
7304 W 130th St # 350, Overland Park, KS
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Nova R Wealth

Nova R Wealth

In Business Since 2014
9990 College Blvd, Overland Park, KS
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Beyond Wealth

Beyond Wealth

(3)
“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 2015
CFP Certified
11225 College Blvd # 115, Overland Park, KS
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Keen Wealth Advisors

Keen Wealth Advisors

(3)
“Smart resourceful people who have always made sure I came out ahead every year even on a bad year.”
In Business Since 2014
7500 College Blvd # 1000, Overland Park, KS
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Sound Stewardship

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.”
In Business Since 2011
9101 W 110th St Suite 150, Overland Park, KS
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Glass Lakes Capital Management

Glass Lakes Capital Management

(2)
“I am a competing professional in the industry and I can say with some conviction that this office, a true fiduciary in the legal sense, especially acts in the best interest of the people they serve out of a driven purpose to help.”
In Business Since 2017
6580 W 95th St, Overland Park, KS
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HomeWealth Management AdvisorsKansasOverland Park, KS

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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