Find a Financial Planner in Leawood, KS

 

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We Only Work With The Best Leawood Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Leawood, KS


  • Financial Advisor Close to Leawood, KS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Leawood Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Leawood area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Leawood, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
24.2% of Leawood's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Leawood area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Leawood area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Leawood area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Leawood area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Kansas has unique laws defining which actions trigger a taxable event and has the 11th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Leawood area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Leawood area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Leawood, KS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Leawood, KS

We evaluated over 13,000 RIA firms to bring you the best of the best Leawood financial advisors.
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How Retirement-Friendly is Leawood, KS?

  • Population: 34,670
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $474,100
  • Average Monthly Housing Cost: $2,046
  • Average Household Income: $242,453
  • Kansas Total Tax Burden: 9.36% (11th Highest in U.S.)
  • Kansas Property Tax: 3.12% (17th Highest in U.S.)
  • Kansas Individual Income Tax: 2.28% (23rd Lowest in U.S.)
  • Kansas Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Leawood, KS


BLOOOM, INC.

Website

(888) 446-8416

5325 W. 115th Place

Leawood, KS 66211

SEC#: 801-78556
Years in Business: 7 years

VIRTIX INVESTMENT ADVISORS, LLC

Website

(913) 221-0880

10346 State Line Road
Suite 200
Leawood, KS 66206

SEC#: 801-118904
Years in Business: 1 years

LOGIA PORTFOLIO MANAGEMENT

Website

(844) 882-0193

15100 Rosewood Street

Leawood, KS 66224

SEC#: 801-106482
Years in Business: 5 years

MITCHELL CAPITAL MANAGEMENT CO

Website

(913) 428-3222

11460 Tomahawk Creek Parkway
Suite 410
Leawood, KS 66211

SEC#: 801-29318
Years in Business: 34 years

ETF PORTFOLIO PARTNERS, INC.

Website

(913) 851-1100

4831 W. 136th Street
Suite 300
Leawood, KS 66224

SEC#: 801-80946
Years in Business: 6 years

CLIENT ONE SECURITIES LLC

Website

(913) 814-6097

11460 Tomahawk Creek Parkway

Leawood, KS 66211

SEC#: 801-78158
Years in Business: 8 years

LEGACY FINANCIAL STRATEGIES, LLC

Website

(913) 403-0600

11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211

SEC#: 801-107930
Years in Business: 5 years

CHANGEPATH, LLC

Website

(888) 798-2360

11460 Tomahawk Creek Pkwy
Suite 200
Leawood, KS 66211

SEC#: 801-106677
Years in Business: 5 years

EVEREST WEALTH MANAGEMENT

Website

(913) 387-2017

4901 W. 136 Street, Suite 1

Leawood, KS 66224

SEC#: 801-80718
Years in Business: 6 years

THE RETIREMENT PLANNING GROUP, INC.

Website

(913) 498-8898

4811 W. 136th Street

Leawood, KS 66224

SEC#: 801-62655
Years in Business: 17 years