We Have Listed The Top 10 Financial Advisors In Kansas City To Help You Choose The Best Professional For Your Needs.
Address: 4745 W 136th St, Leawood, KS 66224, United States
Phone: 913-295-9500
Website: https://prevailiws.com/financial-advisor-kansas-city-wealth-management/#
We Don't Just Offer the Kansas City Financial Advisor Services You Need, We Integrate Them Prevail is proud to call Kansas City home – serving the entire metro area in both Missouri and Kansas. With our headquarters in the Heart of America, our team represents the values often associated with this part of the country. Prevail is built on a solid foundation of people with integrity, strong work ethic and a desire to have a significant impact on the community. With Kansas City being the home for some of the largest financial advisory firms in the country, Prevail takes a uniquely strategic approach to wealth creation and has been recognized as one of Kansas City’s fastest growing companies. When it comes to investing, we all have one goal in common – to have accumulated enough wealth to enjoy financial freedom and live the life you want to live. However, with conventional financial planning, it’s like flying into a strong head wind when you consider uncontrollable factors like income tax rates, contribution limits and distribution restrictions. We turn traditional wealth management on its head by surrounding each client with a financial board of directors who work as a team to help create, grow and preserve our clients’ total wealth. Because we think it’s time for better Kansas City wealth management locally and every market we serve! Significant implications from potentially changing income tax rates will have a major impact on all of us. At Prevail, we believe that diversification not only includes limiting investment exposure to market volatility, but also planning for fluctuations in income tax rates—so that you can ultimately keep more of what’s yours. Many Kansas City financial Investment Advisors Representative continue to advise clients based largely on traditional thinking—thinking that was applicable to the financial environment of 40-50 years ago. But, at Prevail, we intentionally leave those traditions in the past. Our philosophy is that clients should not only diversify by asset class and type to protect against market volatility, but also diversify to protect against higher future income taxes.
Address: 10975 Grandview Drive Building 27, Suite 190 Overland Park, KS 66210
Phone: 913-317-1414
Website: https://www.coveryourassetskc.com/
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory Services offered through Change Path, LLC an Investment Advisor. KC Financial Advisors and Change Path, LLC are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Address: 13550 W. 95th Street Lenexa, KS 66215
Phone: 913-393-1000
Website: https://barberfinancialgroup.com/
In 1996, Dean Barber founded Barber Financial Group with the goal to provide essential education for people to live their one best financial life. Now with three Kansas City-area locations, our team of CFP® Professionals, CPAs, estate attorneys, and insurance specialists works together to help you achieve your financial goals. We will put your interests first while leading you through our Guided Retirement System™, which is a comprehensive financial planning process that begins roughly a decade prior to your desired retirement date and goes through the entirety of your retirement. Our integrated wealth management services include investment, tax, estate planning, and risk management. To help clients live with clarity and confidence by providing sophisticated solutions for complex financial problems. You Are #1 | We get to know you and understand what is truly important in your life. Objectivity | We are fiduciaries and only recommend what is in your best interest. Commitment | We are committed to a lifelong personal relationship with you. Action | We are here to help you take actionable steps for your personal goals and dreams. Our financial planning process helps you navigate through all stages of life. Growth Phase | We help you reach your goals and dreams. Transition Phase | Our team is here to guide you through the transitions in life Maturity Phase | We are committed to making your retirement years what you want them to be.
Address: 4747 West 135th Street Leawood, KS 66224
Phone: 913-239-2300
Website: https://www.faskc.com/wealth-management-services/financial-planning/
We believe the client relationship is the firm's most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals. Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives. FAS does not represent a specific investment company or sell a specific set of products. Serving families for over 40 years and operating with a fiduciary duty, you can place trust in FAS to make recommendations and investment decisions which are suitable and aligned with your plan and goals. Your adviser(s) will work with you to appropriately scope your planning needs. A plan may be comprehensive or targeted in nature. A comprehensive plan will encompass your personal financial statement and analysis, income taxes, insurance, estate planning, educational funding, retirement and your investment portfolio. A target plan will focus on one or more areas within a comprehensive plan. Each person has unique planning needs, and FAS will provide the plan that best meets your need. Once your financial plan is complete we will put the plan into action. Your advising team will walk you through the steps outlined in the plan, regularly monitor and report to you on the progress and, should there be a need, modify the plan. We commit to maintaining an open line of communication and meet with you as often as you desire. In between direct communications you can obtain a complete view of your finances, manage, and monitor progress toward your goals 24/7 with our Wealth Management System. This comprehensive online service consolidates not only your investment accounts but your financial accounts all in one place. This allows you to create and manage budgets, track your spending, generate financial statements and monitor your net worth in real time.
At BMG, we specialize in helping families and businesses plan their story, and we know that understanding you first is paramount to a successful relationship. Unlike other firms, we're proud to say we serve people who want our help, regardless of how big your account is. So whether you're just starting out, or sold your business for millions, BMG is proud to help you plan for what's next. The "Fit Meeting." Selecting a financial advisor is an important decision. One you should not take lightly. (Although we do like to have a little fun in the office sometimes.) In the first meeting, we'll sit down and get to know you a little. We'll share some coffee, ask some questions about your goals, where you feel you are with your financial health, and try to get an understanding of what matters most to you. We don't want this meeting to be too much about financial stuff. After all, we're still trying to decide if we're a "fit". However, this meeting is your opportunity to ask what you want. So if getting into the details about sharpe and expense ratios is what you want to discuss, we'll be ready. (Oh, and for this meeting, there's no charge.) Discovery Meeting. If, together, we choose to take the next step, we'll collect the information we need in this meeting to start making a proposal for you. For some, this includes comprehensive financial planning guidance through our Wealth Vision tool. For others, it's an Investment Proposal that includes a comparison to your current investments and a personalized risk analysis with our licensed software, Riskalyze. Recommendations. In the third meeting, this is where we will put it all together for you. You'll see our proposals, recommendations, and we'll answer any questions you may have to help decide if you want to work with us. We love our technology partners, as they've made this easy. Nearly all documents are signed electronically, and you're emailed copies of your paperwork. (And yes, Jen sees to it that we recycle in our office when we do use paper.)
At Frontier, we offer our time, service, financial and life expertise, so you feel secure and supported to navigate anything thrown your way. We’re here to listen and create a comprehensive plan that fits you. Frontier built a firm enabled to serve clients through all stages of their life by drawing upon their collective experiences. We take your financial situation from complicated and chaotic to organized and simplified. Our bench of specialists serves clients, affording them access to the industry’s best without the individual cost of such talent. Complex problems do have solutions and they often happen when least expected. It’s our commitment to make sure we are prepared to serve clients when that moment arises. We believe in being prepared so you don’t have scramble when life happens. By creating a foundation with you, we can be there for you to guide the best financial decisions. What sets us apart is that we’re not just about wealth management. We believe that in order to fully support you, it’s important to understand your life too. One size doesn’t fit all, and we strive to create a personal relationship with you to help make your goals a reality. To do that, we offer a boutique of options that lets you pick and choose how extensive or focused your life and wealth management plan needs to be to achieve your goals. Most importantly, we do so with a talented team and expertise at your disposal––from wealth advisors and strategists to client service specialists and subject matter experts who are all in-house. Along with our personalized advice, we provide the tools and technology that give you control and understanding for your future. We’ll do the heavy-lifting while you have everything you need accessible and stored at your fingertips. We’re here to help make order out of chaos.
Address: 3035 SW Topeka Blvd. Topeka, KS 66611
Phone: 800-280-0123
Website: https://corefirstbank.com/
Using sophisticated technology and access to world class research, we can provide clients with plans that help create and preserve wealth. Our strategic philosophy adheres to a rigorous investment discipline that is coordinated with legal, tax and insurance advisors. We tailor customized investment portfolios to meet specific needs and objectives of our clients, all without the need for attorney involvement in drafting documents. Objectives - The first step in designing an investment portfolio is understanding goals and objectives. We provide tools to help identify your comfort level with risk. Additionally, we can establish an Investment Policy Statement, if desired. Asset Allocation – Once your goals and risk tolerance are assessed, we select assets within a number of asset classes. These asset classes may include traditional portfolio assets such as stock and bonds (or their representation through mutual funds), but also more diverse asset classes such as foreign debt, commodities, real estate and equities in developing economies. Portfolio Construction – Portfolios are monitored and supervised by our Trust Investment Committee, specializing in organization of specific assets to enhance your portfolio. Approach – Using an open architecture model, meaning we are not limited to specific types of investments, we are able to manage client portfolios to meet specific needs. Clients may choose from assets managed within our department or a mutual fund model. Management – We make appropriate changes in asset allocation, individual asset selection or mutual fund holdings as needed. Communication – Our Trust Officers are available to meet with you regularly or as needed – at one of our convenient locations or at your home or office. We provide timely account statements, internet access, and independent performance measurement.
Address:
Phone: 816-287-4780
Website: https://www.nextgen-wealth.com/certified-financial-planner-kansas-city-missouri
Welcome to the NextGen Wealth About page. If you're thinking about retiring and want to ensure that you won't outlive your money, then you've come to the right place. So, who are we? If we want to speak in industry jargon, then you might call us a financial planning and investment management firm. However, that sounds a little boring and, I’m guessing, doesn’t do a whole lot for you to get to know us better. So, let’s really find out the story behind me and NextGen Wealth? NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.
Address: 4801 Main St Kansas City, MO 64112
Phone: 816-932-9700
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 5700 W. 112th St. Suite 200 Overland Park, KS 66211
Phone: 913-349-5197
Website: https://www.marinerwealthadvisors.com/locations/kansas-city/
We begin by listening to your greatest joys and challenges and what keeps you up at night. Only then will we thoughtfully choose an advisor we believe will be the best match for you based on your personality and how you think about money and life. Because life is always changing, the financial strategy we create together will change along with it. Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an investment strategy that aligns with your goals and values, you can do all of that at Mariner Wealth Advisors. How Mariner Wealth Advisors is Different Our teams, providing advice to individuals and businesses, are under one roof, including tax planning and preparation, estate planning, specialized business services, institutional cash management, retirement plan solutions, trust services, wealth planning, personal insurance solutions and investments. Your advisor will bring in our experienced, in-house teams to create one, coordinated financial strategy developed specifically for you. This integrated approach is meant to provide the best advice possible, simplify the process and save you time.