Find a Financial Planner 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 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 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

 

How Can a CFP® in Merriam Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Merriam 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 Merriam is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.2% of Merriam'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 Merriam area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Merriam area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Merriam area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Merriam area is generally long-term and performed with the help of a qualified planner. 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 Merriam 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Merriam area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 22 years

ENDEX CAPITAL MANAGMENT LLC

Website

(913) 384-2720

6700 Antioch Road
Suite 420
Merriam, KS 66204

SEC#: 801-54632
Years in Business: 23 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: 1 years

DEMARCHE

Website

(913) 384-4994

6700 Antioch Road
Suite 420
Merriam, KS 66204

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