The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Shawnee area.
Learn how we score.
Prominent finalists A-Z in Shawnee
Absolute Retirement Solutions
Affinity Asset Management
BMG Advisors
BSG Advisers – Overland Park
Beacon Wealth Advisory
Buttonwood Financial Group
CFG Wealth Management
Canvasd Wealth Advisors
Dogwood Wealth Management
EVP Capital Advisors
Falcon Wealth Advisors
Financial Professionals
Kansas City Credit Services
Levitt Financial Services
Mendus & Associates
Overland Park Wealth Management
Owlfi
Retirement Solutions Group
Savvy Pay Solutions
Sign Merchant Services
Strategic Wealth Partners
The Retirement Planning Group
Williams Financial Group
the
View Profile
Absolute Retirement Solutions
(10)
Team
Invest
“So if you are contemplating which retirement funds to go with or where to invest your money safely, then look no further; Absolute is your best choice!”
i
View Profile
Savvy Pay Solutions
(5)
“As long as this company sticks to there customer service belief system I WILL be a forever customer!”
i
View Profile
Falcon Wealth Advisors
“At Falcon Wealth Advisors, we agree with Benjamin Franklin that "An investment in knowledge pays the best interest." That's why we invest our time and efforts in providing financial literacy and education to help our clients navigate their financial ...”
i
View Profile
EVP Capital Advisors
“We engage with clients based on chemistry, trust, and value. We work with clients that we enjoy helping, who trust us and for whom we can provide value. By prioritizing in this manner, our relationships stand the test of time. EVP is there to guide y...”
i
View Profile
Levitt Financial Services
(1)
“She is very thorough and knowledgeable about changes in state and federal tax law.”
i
View Profile
Sign Merchant Services
“SignMerchant Services strives to provide the RIGHT solution. With hundreds of choices to be made every day in your business, choosing the right processor should be easy. We listen, analyze, and learn about your business so that we can provide the bes...”
i
View Profile
Northwestern Mutual - Strategic Wealth Partners
“At Strategic Wealth Partners we know superior financial results are not simply achieved through conventional planning. Rather, by developing purposefully driven strategies tailored to specific goals and objectives, we help create lifestyles our clien...”
i
View Profile
Canvas Wealth Advisors
“Canvas brings a refreshing approach to the sea of Wealth Advisory options. We chose Canvas because that differentiated, high touch focus resonated with us. Not only do they have a keen understanding of our family's unique financial goals, but I truly...”
i
View Profile
BMG Advisors "plan Your Story"
(17)
Prologue, Property and Casualty Insurance, What We Do
“Their team takes the time to explain situations to me, I have been given individual time and attention no matter what size of the portfolio, no extra fees to help me get questions answered.”
i
View Profile
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...”
i
View Profile
Owlfi
(17)
Team
Trust
Taxes
“Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in.”
i
View Profile
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.”
i
View Profile
The Retirement Planning Group
(49)
IRA
Call
Trust
“If you're looking for a team that values transparency, expertise, and a genuine desire to help you secure your financial future, I highly recommend The Retirement Planning Group, with Ryan at the helm.”
i
View Profile
Kansas City Credit Services
(23)
Identity Theft, Student & Pay Day Loans, Collections
“Not only does she help Consumers but she also trains other Credit Repair Business Owners across the country on how to be successful and run successful businesses!”
“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”
i
View Profile
Dogwood Wealth Management
(28)
Decisions
Ability
Family Trust
“A customer oriented company that is very knowledgeable in all areas of estate planing, trustworthy, confident, truly committed to serving you, caring, thoughtful, friendly, and a pleasure to do busy with.”
i
View Profile
Williams Financial Group
(28)
Evening
People
Need
“I am so glad that I have met them.”
i
View Profile
Aspire Wealth Management & Tax Center
(23)
Legacy Planning, Tax Strategies, Insurance
“Awesome experience!”
i
View Profile
BSG Advisers - Overland Park
(20)
Investments, Insurance, Insight
“Suyoung took the time to grasp my financial goals and concerns, discussing possible options on how to convert my Traditional IRA into a Roth and minimize my conversion taxes.”
i
View Profile
Affinity Asset Management
(8)
Tax Planning, Wealth Management, Long-Term Care Planning
“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 would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.”
i
View Profile
Beacon Wealth Advisory
(1)
Income Planning, Medicare, Social Security Maximization
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
i
View Profile
Financial Professionals
“Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Alt...”
i
View Profile
CFG Wealth Management
Investment Services, Retirement Planning, College Planning
“We help build your empire, one investment at a time.”
i
Retirement Planning and Investment Management Services in Shawnee, KS Cost Estimates