Best Financial Advisors near Shawnee, KS
We have 3 firms in Shawnee on file, and all of them are on this list, along with 12 from Overland Park (6, 11 mi), Mission Woods (4, 11 mi) and Lenexa (2, 4 mi).
Data verified October 18, 2026
Falcon Wealth Advisors
Waters & Tidmore
Canvas Wealth Advisors
EVP Capital Advisors
Levitt Financial Services
The 15 firms listed for Shawnee, 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: Shawnee, KS
14 of the 15 firms on this page have a rating, from 1.0 to 5.0 across 293 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 10 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Shawnee listed here?
3 of the 15 firms are located in Shawnee. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Northwestern Mutual - Scott Penning
Northwestern Mutual - Strategic Wealth Partners
Owlfi
Infinitas
Dogwood Wealth Management
BSG Advisers - Overland Park
RSG Investments
Keen Wealth Advisors
Legacy Financial Strategies
Why these companies made our list
What clients say about firms near Shawnee
- “Great people, great business, and we highly recommend you use them for your financial planning needs.” — client of Dogwood Wealth Management
- “Sound financial planning combined with quality customer service make the Infinitas team the premier financial planning group.” — client of Infinitas
- “Their team provides exceptional service—combining smart investment management, detailed retirement planning, and proactive tax strategies.” — client of Keen Wealth Advisors
- “Their passion, organization, trustworthiness and ability to listen, design and maintain an expert personal financial plan allows us to rest assured and enjoy life.” — client of Dogwood Wealth Management
Excerpts from public reviews of the firms listed on this page.