Find a Financial Planner in Overland Park, KS

 

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We Only Work With The Best Overland Park 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 Overland Park, KS


  • Financial Advisor Close to Overland Park, 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 Overland Park Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Overland Park area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Overland Park include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
18.3% of Overland Park'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 Overland Park area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Overland Park area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Overland Park area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Overland Park area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Overland Park 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 Overland Park area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 191,011
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $285,400
  • Average Monthly Housing Cost: $1,282
  • Average Household Income: $115,441
  • 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 Overland Park, KS


HEARTLAND WEALTH ADVISORS, LLC

Website

(913) 469-8227

7015 College Blvd
Suite 750
Overland Park, KS 66211

SEC#: 801-79262
Years in Business: 7 years

THE ETF STORE, INC.

Website

(877) 365-3837

7300 West 110th Street
Suite 870
Overland Park, KS 66210

SEC#: 801-112654
Years in Business: 3 years

TWO WEST CAPITAL ADVISORS LLC

Website

(913) 825-1722

10975 Benson Drive
Corporate Woods, Bldg. 12, Ste. 560
Overland Park, KS 66210

SEC#: 801-76551
Years in Business: 9 years

ALLOS INVESTMENT ADVISORS, LLC

Website

(913) 948-7788

12980 Foster Street
Suite 160
Overland Park, KS 66213

SEC#: 801-72028
Years in Business: 10 years

KEEN WEALTH ADVISORS

Website

(913) 624-1841

6201 College Blvd., Suite 325

Overland Park, KS 66211

SEC#: 801-79725
Years in Business: 7 years

WATERFRONT WEALTH INC.

Website

(913) 951-5800

6711 W 121st Street
Suite 200
Overland Park, KS 66209

SEC#: 801-110161
Years in Business: 4 years

FINANCIAL PARTNERS GROUP, INC.

Website

(913) 826-6982

10925 Antioch Road
Suite 100
Overland Park, KS 66210

SEC#: 801-111662
Years in Business: 3 years

PHD RETIREMENT CONSULTING

Website

(844) 743-4015

7500 College Blvd., Suite 500

Overland Park, KS 66210

SEC#: 801-117154
Years in Business: 1 years

MARINER PLATFORM SOLUTIONS

Website

(855) 937-0307

5700 West 112th Street
Suite 500
Overland Park, KS 66211

SEC#: 801-117332
Years in Business: 1 years

CANVAS WEALTH ADVISORS, LLC

Website

(913) 991-8471

10975 Benson Drive
Suite 560
Overland Park, KS 66210

SEC#: 801-117767
Years in Business: 1 years