Find a Financial Planner in Prairie Village, KS

 

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We Only Work With The Best Prairie Village 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 Prairie Village, KS


  • Financial Advisor Close to Prairie Village, 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 Prairie Village 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 Prairie Village area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Prairie Village, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
24.4% of Prairie Village'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 Prairie Village area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Prairie Village area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Prairie Village 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 Prairie Village 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 Prairie Village 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 is a good way to make high-interest debts more manageable. Advisors in the Prairie Village area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 22,170
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $289,700
  • Average Monthly Housing Cost: $1,367
  • Average Household Income: $120,892
  • 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 Prairie Village, KS


DANDA TROUVE INVESTMENT MANAGEMENT, INC.

Website

(913) 262-1108

8201 Mission Road
Suite 200
Prairie Village, KS 66208

SEC#: 801-112785
Years in Business: 3 years

FORTIS CAPITAL ADVISORS, LLC

Website

(913) 222-8862

7301 Mission Road
Suite 326
Prairie Village, KS 66208

SEC#: 801-119354
Years in Business: 0 years

WESTWARD INVESTMENT ADVISORY

Website

(414) 716-6300

4200 W. 83rd Street
Suite 101
Prairie Village, KS 66208

SEC#: 801-118800
Years in Business: 0 years

PETROVIC FINANCIAL SERVICES

Website

(913) 385-5523

4200 Somerset Drive
Suite 217
Prairie Village, KS 66208

SEC#: 801-101526
Years in Business: 5 years