Find a Financial Advisor in Merriam, KS

 

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We did the hard work of finding trustworthy partners in Merriam, KS.

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We Only Work With The Best Merriam 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Merriam, 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

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

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

  • Population: 11,185
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $169,000
  • Average Monthly Housing Cost: $1,016
  • Average Household Income: $72,830
  • 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 Merriam, KS

 

COLUMBIA CAPITAL MANAGEMENT, LLC

Website

(913) 248-8500

6700 Antioch
Suite 250
Merriam, KS 66204

SEC#: 801-55499
Years in Business: 23 years

ENDEX CAPITAL MANAGMENT LLC

Website

(913) 384-2720

6700 Antioch Road
Suite 420
Merriam, KS 66204

SEC#: 801-54632
Years in Business: 24 years

DEMARCHE

Website

(913) 981-1345

6700 Antioch Road
Suite 420
Merriam, KS 66204

SEC#: 801-68693
Years in Business: 13 years

CCM NEW OPPORTUNITIES, LLC

Website

(913) 248-8500

6700 Antioch
Suite 250
Merriam, KS 66204

SEC#: 801-115271
Years in Business: 2 years

DEMARCHE

Website

(913) 384-4994

6700 Antioch Road
Suite 420
Merriam, KS 66204

SEC#: 801-11574
Years in Business: 45 years

 


Merriam, KS Financial Advisor FAQs

A financial advisor is a professional who provides advice and guidance to clients (or, in some cases, prospective clients) about investing. A financial advisor may provide advice about the potential risks and returns associated with certain investments; discuss retirement plans, saving for college tuition payments, or managing an estate.
Financial advisors typically get paid 1 of 2 ways. They can either get paid through commissions (in which case they'll be compensated only when they make a sale) or through a flat fee for a set period of time with no work required beyond preparing a financial plan and answering questions.
It depends on how much money you have, what your savings goals are, and what level of risk you're comfortable with. There's no checklist answer to this question because it really does depend on so many different factors.
Seek out someone who has comprehensive knowledge of the economy, well educated in their field, and able to provide unbiased advice.