Find a Financial Planner in Lee's Summit, MO

 

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We Only Work With The Best Lee's Summit 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 Lee’s Summit, MO


  • Financial Advisor Close to Lee’s Summit, MO

  • 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 Lee's Summit Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lee's Summit area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Lee's Summit is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.2% of Lee's Summit's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Lee's Summit area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Lee's Summit area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lee's Summit area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lee's Summit area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest 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 in the Lee's Summit area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Lee's Summit area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Lee's Summit, MO


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 Lee's Summit, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Lee's Summit financial advisors.
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How Retirement-Friendly is Lee's Summit, MO?

  • Population: 97,275
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,293
  • Average Household Income: $111,337
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)


The Top Financial Advisor Firms in Lee's Summit, MO


MADISON WEALTH ADVISORS, LLC

Website

(816) 683-4600

400 Sw Longview Blvd.
Suite 280
Lee'S Summit, MO 64081

SEC#: 801-118638
Years in Business: 1 years

STRONGBOX WEALTH, LLC

Website

(816) 607-5410

3470 Ne Ralph Powell Road
Suite A
Lee'S Summit, MO 64064

SEC#: 801-117141
Years in Business: 1 years

CAPITAL INVESTMENT MANAGEMENT, INC

Website

(816) 246-1212

608 S.W. 3rd St.

Lee'S Summit, MO 64063

SEC#: 801-76972
Years in Business: 8 years

WISE WEALTH, LLC

Website

(816) 246-9473

11 Se 2nd St.

Lee'S Summit, MO 64063

SEC#: 801-113559
Years in Business: 2 years