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 2011
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

(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 2007
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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Larson Financial Services

Larson Financial Services

“Securities offered through Securities America, Inc., member Arbor Point Advisors, LLC. Larson Financial Services, Inc., Arbor Point Advisors, LLC, and Securities America, Inc. are separate entities.”
In Business Since 2002
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
7304 W 130th St # 350, 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 STE 200, Overland Park, KS
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Prime Capital Investment Advisors

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).”
In Business Since 2018
6201 College Blvd Suite #150, Overland Park, KS
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Randy Shepard CFO Solutions

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.”
In Business Since 2022
Transparent Fees & Pricing
6800 College Blvd Suite 730, Overland Park, KS
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Boan, Connealy & Houlehan

Boan, Connealy & Houlehan

“Take a look at our Home page. Boan, Connealy & Houlehan LLC is a full service tax, accounting and business consulting firm located in Overland Park, KS.”
In Business Since 1982
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
13220 Metcalf Ave STE 100, 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)
  • 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 W 132nd St Suite 140, Overland Park, KS
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True Peace Financial Solutions

True Peace Financial Solutions

(6)
  • 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
Free Initial Consultation
Licensed
7450 W 130th St #215, Overland Park, KS
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True Wealth & Company

True Wealth & Company

(10)
  • Financial Advisor
  • Success
  • Retirement
“We recommend Kenny to family and friends at every opportunity, sharing how True Wealth is a focused firm that specializes in delivering exceptional customer service and is dedicated to assisting clients in pursuing their financial dreams.”
In Business Since 2013
Accepts All Major Credit Cards
7450 W 130th St STE 300, Overland Park, KS
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ETF Portfolio Partners

ETF Portfolio Partners

“What is The Smarter Way to Invest? Smarter Investing means taking advantage of new technologies and tools combined with proven investment principles to build better portfolios. Smart Investing means working with an investment manager who puts your in...”
In Business Since 2007
Licensed
4831 W 136th St # 300, Overland Park, KS
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Mize Cpas

Mize Cpas

Wotc Management, Tax Preparation and Planning, Audit
“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...”
In Business Since 1962
Transparent Fees & Pricing
7101 College Blvd #900, 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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Maciel Wealth Management

Maciel Wealth Management

(7)
  • Knowledge
“When I first started with Maciel Wealth Management, I was in the unfortunate position of not having a retirement plan or 401k in place.”
In Business Since 2018
11863 W 112th St Suite 100, Overland Park, KS
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Walla Street Wealth Management

Walla Street Wealth Management

(6)
“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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Tall Oaks Advisors

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.”
In Business Since 2016
5251 W 116th Pl suite 200, Overland Park, KS
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Freedom Peak Financial

Freedom Peak Financial

(1)
Home, Resources
“Great financial advisors!”
In Business Since 2010
Accepts Cash
7007 College Blvd # 310, 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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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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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 Suite 740, 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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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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