RANKING & REVIEWS
BEST FINANCIAL ADVISOR IN KANSAS CITY, MO, OVERLAND PARK & LEAWOOD, KS
Who Are the Best Overland Park, Leawood, & Kansas City Financial Advisors in 2021-2022?
The Kansas City metropolitan area includes cities in two different U.S. states. It’s the largest metropolitan area in Kansas and the second largest in Missouri.
Because of the closeness of the cities in this area, those looking for top Kansas City wealth management firms will also look in Leawood and Overland Park. This offers a wider array of top financial advisors to choose from.
When you’re looking for wealth management in Kansas City, MO, or in Overland Park or Leawood, KS, it can be challenging to find the right firm for your needs. How do you know if a firm is working based on commissions or working entirely in your best interest?
Terms like “fee-only” and “fee-based” can sound nearly identical but mean very different things. And if you don’t know the difference, you may end up being disappointed with the choice you made when choosing a financial advisor in Overland Park, KS, Leawood, or Kansas City.
A good place to begin your search for Kansas City financial planners is by reviewing this list of the top 10 best rated firms in the area. AdvisoryHQ ranks the best financial advisors in the country and highlights why each is an excellent option to help manage investments, assist with financial planning, and fulfill other financial needs.
When trying to reach a goal like a happy retirement, saving for a business venture, or funding a child’s future education, the guidance of a professional financial planner in Kansas City, Leawood, or Overland Park can help you avoid pitfalls and achieve your goals sooner.
Award Emblem: Top 10 Overland Park, Leawood, & Kansas City Financial Advisors
Top 10 Leawood, Overland Park, & Kansas City Wealth Management Firms | Brief Comparison & Ranking
| Leawood, Overland Park & KC Financial Advisors | 2021-2022 Ratings |
| Atwood & Palmer, Inc | 5 |
| Buttonwood Financial Group | 5 |
| Fortune Financial | 5 |
| Frontier Wealth Management, LLC | 5 |
| Searcy Financial | 5 |
| Sound Stewardship, LLC | 5 |
| Stepp & Rothwell | 5 |
| Sterneck Capital Management | 5 |
| The Retirement Planning Group | 5 |
| Windward Private Wealth Management | 5 |
Table: Top 10 Best Financial Advisor in Kansas City Area | Above list is sorted by rating
See Also: Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)
Fee-Only vs Fee-Based Kansas City, MO Financial Advisors
When comparing a financial advisor in Overland Park, KS, Leawood, or Kansas City, it’s important to know whether the firm is “fee-only” or “fee-based.” Here’s a brief description of what each term means and why it’s important to know the difference.
Fee-Only Financial Advisor in Kansas City Area
When a Leawood, Overland Park, or Kansas City financial advisor is “fee-only,” this means that the firm’s advisors are paid only by client fees. They do not accept any commissions from companies that sell financial products.
2021-2022 Top Financial Advisors in Kansas City, Leawood, & Overland Park
The fee-only pricing structure minimizes any potential conflicts of interest. In short, a fee-only KC, Leawood, or Overland Park financial advisor is in a better position to act solely in the client’s best interest.
Fee-Based Financial Advisor in Kansas City Area
KC, Leawood, and Overland Park financial advisors that are “fee-based” do accept commissions or incentives from companies that sell financial products.
Since a fee-based structure can create some potential for conflict of interest, many fee-based financial advisors are also fiduciaries, which counteracts the inherent potential for conflict.
Both fee-based and fee-only Overland Park Leawood, and Kansas City financial advisors can be fiduciary. This means the firm’s advisors take on a legal obligation to be completely transparent about the compensation received and are required to put the interests of the client ahead of their own.
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2021-2022 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Best Overland Park, Leawood, & Kansas City Wealth Management Firms
Below, please find the detailed review of each firm on our list of 2021-2022 top financial advisors in Kansas City and the surrounding area. We have highlighted some of the factors that allowed each financial advisor in Overland Park, KS, Leawood, KS, and Kansas City, MO to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Atwood & Palmer, Inc.
- Buttonwood Financial Group
- Fortune Financial
- Frontier Wealth Management, LLC
- Searcy Financial
- Sound Stewardship, LLC
- Stepp & Rothwell
- Sterneck Capital Management
- The Retirement Planning Group
- Windward Private Wealth Management Inc.
Click below for previous years’ rankings:
- 2019 Review: 11 Best Financial Advisors in Kansas City, Leawood & Overland Park
- 2018 Review: 10 Best Financial Advisors in Kansas City, Leawood & Overland Park
- 2017 Review: Best 9 Investment Management Firms in Kansas City
- 2016 Review: Top 9 Best Financial Advisors in Kansas City
Don’t Miss: Top Wealth Management Firms in San Francisco, Oakland, & Corte Madera
Atwood & Palmer, Inc. Review
Atwood & Palmer, Inc. is a top firm offering wealth management in Kansas City that has one of the smallest client-to-counselor ratios in the industry. The firm’s advisors work with clients and other professionals to keep all aspects of their clients’ lives in sync.
The firm does not explicitly state whether it is fee-based or fee-only, however, its ADV notes, “Atwood & Palmer, Inc. does NOT receive commissions or 12b-1 fee compensation,” which would point to the firm being fee-only. It’s also a fiduciary firm.
As always, we recommend that you confirm fee structure before partnering with any Leawood, Overland Park, or Kansas City financial planners.
Key Factors That Enabled Atwood & Palmer, Inc. to Rank as One of the Top Financial Advisors in Kansas City
Small & Powerful
As a boutique firm, Atwood & Palmer purposely keeps a low client-to-advisor ratio that ensures personalized, one-on-one attention throughout the wealth management process.
This top-rated financial planner in Kansas City provides 24/7 concierge treatment, and clients have dedicated points of contact that know their account inside and out.
The team at Atwood & Palmer won’t sell you pre-packaged investments, advisors are dedicated to getting to know your needs and customizing a full financial life plan that fits your present financial situation and goals for the future.
Credentialed & Experienced
Clients describe these KC financial advisors as an extension of their family. The expert advisory team at Atwood & Palmer has over 125 years of combined experience and are known for the hallmarks of transparency and discretion.
That experience is strengthened by education and credentials, including MBA and CFA® designations.
Clients working with Atwood & Palmer, have access to top Kansas City financial advisors that have both the industry experience and the expertise to effectively manage their wealth.
2021-2022 Best Overland Park, Leawood, & Kansas City Financial Advisors
Rating Summary
Atwood & Palmer takes great care to provide personalized service to each individual and family that its advisors serve. The firm’s low client-to-counselor ratio is an attractive feature of this top Kansas City financial advisor.
With a fiduciary commitment and a talented and experienced team, Atwood & Palmer earns a 5-star rating as one of the top Kansas City, MO financial advisors to consider for your wealth management needs.
Buttonwood Financial Group Review
With a proactive, team-based approach, Buttonwood Financial Group upholds a fiduciary responsibility while helping clients achieve their financial goals. The firm is a fee-based, top-rated financial advisor in Kansas City, MO.
Advisors take a multigenerational approach, allowing them to plan well into the future and help clients avoid any potential missteps. Acting as a “family CFO” Buttonwood offers comprehensive investment, cash flow, tax insurance, retirement, and other services.
Key Factors That Enabled Buttonwood Financial Group to Rank as a Top Kansas City, Leawood, & Overland Park Financial Advisor
Multiple Holistic Financial Services
The team at this top Kansas City wealth management firm offers multiple financial services, giving clients a “one-stop-shop” for all their financial needs.
Additionally, by offering a broad range of services, Buttonwood advisors can better integrate each area of your financial life, creating a custom, holistic strategy.
Financial services offered by this financial advisor in Kansas City include:
- Business Strategy
- Wealth Management
- Lifestyle Enhancement
- Family Continuity
- Insurance Planning
- Tax Strategy
- Lifecycle Roadmaps
- Estate & Legacy
Your Family CFO
As a top-rated firm offering wealth management in Kansas City, Buttonwood doesn’t just offer financial guidance, the firm’s advisors act as your own personal family CFO. Advisors work with each client to coordinate and integrate their financial life.
By partnering with these Kansas City financial planners, you’ll benefit from the following:
- A better understanding of your current financial situation
- Receiving detailed information on how to achieve your goals
- A flexible strategy that can adjust when goals or financial conditions change
- Having the necessary resources set aside to fund your goals
- Plans that can weather the impact of unexpected life events
Rating Summary
Buttonwood Financial Group tailors custom financial strategies for every client, integrating all areas of their financial life. This experienced financial planner in Kansas City understands the importance of long-term thinking and planning for a secure future.
With a wide range of services, including insurance and tax planning, and a multigenerational approach, Buttonwood Financial Group solidifies a 5-star rating. This is a top Kansas City financial advisor to consider for your planning needs.
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Fortune Financial Review
Fortune Financial is a top-rated fee-only financial advisor in Overland Park, KS, that has been serving clients since 2008 with a broad range of financial planning and wealth management solutions.
Upholding a fiduciary commitment, these Overland Pak financial advisors at Fortune Financial are driven by a goal to help people achieve their dreams.
Key Factors That Enabled Fortune Financial to Rank as a Top Financial Advisor in Overland Park, KS
Full Suite of Financial Services
Fortune Financial clients can choose from a wide range of financial services. Working with families, individuals, and small businesses, this Overland Park financial advisor can ensure all areas of a client’s finances are working in concert to achieve their goals.
The full suite of personal, business, and retirement services offered by these Overland Park financial advisors include (but are not limited to):
- Personal Wealth & Retirement: Retirement planning, health care costs, Social Security planning, company stock benefits, aging parent issues, and more
- Business Retirement Plans: Fiduciary services, designing an effective IPS, bundled vs unbundled services, structuring the investment committee
- Life Planning: Financial, career & goal setting, health & wellness, social perspectives, community connections
- Business Services & Workshops: Business workshops, business consulting
Fortune Financial | Top Overland Park Financial Advisor
Strong Focus on Retirement Plan Solutions
Comprehensive retirement planning for businesses is a key area of focus for Fortune Financial, and the firm takes a comprehensive approach to company retirement plans.
Your financial advisor in Overland Park, KS handles multiple aspects of business retirement planning from fiduciary services to comparing bundled vs unbundled. Some of the services clients can expect to include:
- Plan analysis and design
- Creating an Investment Policy Statement
- Investment selection and ongoing monitoring
- Fee analysis and comparisons
- Financial educations and workshops
- Working with employees one-on-one
- Ongoing retirement plan statistics and reviews
- Explanation of all retirement fees
- Consulting on fee minimization
- Structuring retirement plans before going public
Rating Summary
With a focus on life planning rather than just selling financial products, Fortune Financial creates tailored financial strategies to help its clients achieve their dreams.
With a full range of services for both individuals and businesses, including business consulting and workshops, Fortune Financial is one of the best Overland Park, Leawood, and Kansas City financial advisors to consider. We’ve rated the firm with 5 stars.
Frontier Wealth Management, LLC Review
Working to take financial situations from chaotic to organized, Frontier Wealth Management, LLC is a fee-based Kansas City wealth management firm that abides by a fiduciary standard.
Founded in 2007, these KC financial advisors have six offices in total, these include Kansas City and St. Louis, MO, Omaha, NE, Glendale and Lone Tree, CO, and Wichita, KS
Key Factors That Enabled Frontier Wealth Management, LLC to Rank as One of the Best Kansas City Financial Planners
Team-Based Approach
Frontier takes a team-based approach to financial planning, which allows clients to gain the added value of the additional perspective and experience from many team members. This makes for a more well-rounded portfolio strategy.
From estate or tax planning to investment and insurance strategies, Frontier’s team of Kansas City, MO financial advisors listens and learns, and then works together to create a tailored strategy to meet each client’s distinct needs.
Full Suite of Services
Clients working with this financial advisor in Kansas City, MO have the benefit of receiving multiple financial solutions in one place.
To provide clients with a truly comprehensive wealth management plan, Frontier offers a broad range of services, including:
- Financial Planning: Your financial advisor in Kansas City will build a solid plan, incorporating your income, expenses, obligations, investments, risk tolerance, and more
- Risk Management: Implements insurance as a strategy to minimize risk and maximize your estate planning, business succession, and charitable giving
- Tax Planning & Services: Experienced and efficient tax guidance that keeps up with the latest tax laws
- Alternative Investments: Includes private equity, venture capital, real estate, hedge funds, and more
- Corporate Retirement: Specialists provide customized investment solutions for employee-specific plans
- Investment Advisory: These Kansas City wealth management professionals take a long-term view of each client’s goals to maximize investment success
Rating Summary
Frontier Wealth Management takes a strategic and comprehensive approach to financial planning and wealth management designed to help clients with personalized plans for success.
With a wide range of services and a holistic approach, Frontier Wealth Management earns a 5-star rating as one of the top financial advisors in Kansas City to consider for your financial planning needs.
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Searcy Financial Review
Searcy Financial advisors are passionate about serving successful individuals, families, business owners, and retirement plan sponsors with personalized financial guidance. This top financial advisor in Overland Park, KS is fee-only and advisors uphold a fiduciary commitment.
The firm has offices in Overland Park and Naples, FL. Some of the unique groups Searcy Financial works with include multi-generational families, doctors and medical professionals, and special needs families.
Key Factors That Enabled Searcy Financial to Rank as a Top Financial Advisor in Overland Park, KS
Personal Wealth Services
Successfully managing personal wealth means taking inventory of your resources and allocating them strategically for protection and growth. Since 1976, these Overland Park financial advisors have deployed their collective expertise to help clients reach their dreams.
Searcy Financial offers a broad range of integrated personal wealth management services, including:
- Wealth Planning
- Investment Management
- Retirement Plans
- Physician Services
- Generational and Family Financial Planning
- Special Solutions for Special Needs Families
- Retirement Planning
- Business & Practice Consulting
- End-of-Life Planning
- Situational Planning
Financial Solutions for Special Needs Families
When a family has special needs to consider, financial planning can take on a whole new dimension. Searcy Financial is one of the few Overland Park financial advisors with a specialty in the area of helping family members create long-term financial support for those with special needs.
As a top financial advisor in Overland Park, KS, Searcy Financial helps families identify the resources they need and supports them through the process of navigating Special Needs Trusts and asset protection.
Searcy Financial | Best KC Financial Advisors
Rating Summary
Searcy Financial has a well-credentialed and experienced team of top-rated financial advisors as well as specialties that you won’t find at many other firms offering wealth management in Kansas City, Overland Park, or Leawood.
With a commitment to client trust and transparency and a passion for helping people achieve more with their money, Searcy Financial solidifies a 5-star rating. This is a top financial advisor in Overland Park, KS to consider.
Sound Stewardship, LLC Review
Offering purposeful financial planning coast to coast, Sound Stewardship, LLC is a fee-only financial advisor in Overland Park, KS. Advisors uphold a fiduciary standard and base guidance on timeless and proven principles.
This top Overland Park financial advisor uses an integrated approach and works to simplify the financial planning process to achieve solid results for its clients.
Key Factors That Enabled Sound Stewardship, LLC to Rank as a Top Financial Advisor in Kansas City, Overland Park, and Leawood
Comprehensive, Customized Financial Planning
Sound Stewardship offers unique and customized financial planning services that are based upon each client’s values and goals.
To create a fully comprehensive experience, the financial advisors at Sound Stewardship will evaluate your financial health and design a tailored plan based on some of the following components:
- Cash flow & emergency reserves
- Net worth inventory
- Major purchases & liquidations
- Retirement goals
- Tax planning
- Investment strategy
- Insurance analysis
- Education planning
- Estate planning
- Special needs planning
- Charitable giving
- Credit review
- Business planning
- Economic emergency preparedness
Sound Stewardship Principles™
At Sound Stewardship, the basic principles of sound financial management are at the core of the firm’s philosophy. The principles are designed to reduce anxiety, increase financial health, and create momentum toward life goals.
Sound Stewardship calls these its Sound Stewardship Principles™. They are:
- Live within your means
- Avoid using debt
- Build an emergency reserve
- Have a long-term plan
- Be diversified
- Think beyond yourself
- Give generously
Rating Summary
Sound Stewardship is guided by faith as well as sound financial principles. Its advisors use those to integrate and successfully manage multiple areas of each client’s financial life.
With a simplified and transparent fee structure and a holistic approach, Sound Stewardship solidifies its 5-star rating as one of the best Overland Park, Leawood, and Kansas City financial advisors to consider for your financial needs.
Read More: Best Wealth Management Firms in St. Louis & Clayton, MO
Stepp & Rothwell Capital Management Review
Stepp & Rothwell Capital Management is a top-rated fee-only financial advisor in Overland Park, KS. It works with clients of all wealth levels, from those with a very low net worth to those with millions of dollars.
This Overland Park, Leawood, and Kansas City wealth management firm provides conflict-free financial planning and works intimately with the families it serves to offer the best-customized guidance for their needs.
Key Factors That Enabled Stepp & Rothwell Capital Management to Rank as a Top Financial Advisor in Kansas City & the Surrounding Area
Comprehensive Approach
As a top-rated financial planner in Kansas City and the surrounding area, Stepp & Rothwell takes an integrated and comprehensive approach. This ensures that a client’s financial plan considers all aspects of their finances.
Financial solutions include personal and investment assets, liabilities, tax concerns, retirement planning, insurance, cash flow, estate planning, and all other material components.
The approach by these expert Kansas City financial advisors includes five key steps:
- Complete financial evaluation
- Concise written recommendations
- Expert analysis and discussion
- Objective feedback
- Continuous review
Conflict-Free Financial Planning
Stepp & Rothwell advisors pride themselves on providing results-oriented and completely unbiased advice. The firm’s fee-only structure means that advisors don’t accept any commissions or financial incentives from third parties.
These Kansas City wealth management professionals are focused on client happiness first and foremost and are completely transparent about all fees.
Additionally, Stepp & Rothwell offers all of its services as part of a comprehensive financial planning service for a flat annual fee, plus a percentage of investment assets.
Stepp & Rothwell | Top Financial Advisor in Kansas City Area
Rating Summary
Stepp & Rothwell advisors believe in taking the time to get to know each client so they can formulate a customized strategy. This includes a thorough analysis of each client’s financial picture and a comprehensive plan backed by decades of experience.
With a client-centered approach and commitment to providing objective advice, Stepp & Rothwell is one of the best Overland Park, Leawood, and Kansas City financial advisors to consider. We’ve scored the firm with 5 stars.
Sterneck Capital Management Review
Founded in 1989, Sterneck Capital Management is a fee-only Kansas City financial advisor that upholds a fiduciary standard and was founded to serve the individual, not the institutional.
The team at this financial advisor in Kansas City, MO is innovative and works holistically to provide clients with personalized wealth management and financial planning solutions.
Key Factors That Enabled Sterneck Capital Management to Rank as One of the Best Kansas City, MO Financial Advisors
Fiduciary Standard
As a top-rated Kansas City wealth management firm, Sterneck Capital advisors hold themselves to the fiduciary standard when managing your money. They provide all advice in the best interests of their clients.
Clients can expect a completely open and transparent financial planning process. All financial guidance comes without any hidden agendas or conflicts of interest.
Not only is this a moral code, but it is also a legally binding one, as the fiduciary standard ensures investment advisors are accountable for each and every recommendation they make, fostering a spirit of trust.
Personalized Process
These experienced Kansas City financial advisors work with clients at all life stages, including those early in their career, the professional family, those about to retire, and retirees.
To ensure that each client’s plan addresses each relevant area of their stage in life, advisors at this Kansas City wealth management firm guide clients through a comprehensive process, which includes:
- Evaluating financial needs, assets, and existing portfolio
- Assessing risk tolerance and balancing tolerance to meet objectives
- Crafting a customized portfolio and implementation plan
- Monitoring portfolios through active management and ongoing reviews
Rating Summary
Sterneck Capital Management takes pride in designing customized financial plans that can help clients reach their financial goals, no matter where they may be in their life journey at the moment.
With a comprehensive and holistic process and a talented, dedicated team, Sterneck Capital Management earns a 5-star rating. This is one of the best Kansas City financial advisors to consider for your financial planning and investment needs.
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The Retirement Planning Group Review
The Retirement Planning Group (TRPG) is a top Kansas City wealth management firm that is fee-only and advisors uphold a fiduciary standard. The firm serves clients nationwide from three offices, in Leawood, KS, Chesterfield, MO, and Springfield, MO.
These top Kansas City financial advisors believe in creating a friendly, comfortable, and family-oriented environment to make financial planning as stress-free as possible for clients.
Key Factors That Enabled The Retirement Planning Group to Rank as a Top Kansas City Wealth Management Firm.
Comprehensive & Integrated Financial Planning
As a top-rated financial advisor in Kansas City, The Retirement Planning Group understands that all parts of a client’s financial life need to be in sync with their long-term goals, needs, and priorities.
The financial planning process includes the ability to use multiple financial services, each designed to be included in a totally integrated plan:
- Debt planning
- Loss prevention
- Retirement income
- 401k & IRA distribution
- Charitable trust planning
- Gifting strategies
- Schwab trust capabilities
- Estate plan coordination
- Social Security planning
- Medicare planning
- Income planning & cash management
- Tax planning
- Insurance planning (health, LTC, life, and disability)
- Social Security analysis
- ESOP plan
- Life transitions (death of spouse, divorce, etc.)
The Retirement Planning Group | Top Kansas City Wealth Management Firms
Financial Plans for Every Stage of Life
The advisors offering expert wealth management in Kansas City at TRPG, understand the nuances of planning for your future when you’re just beginning a family, nearing retirement, or already retired.
Financial planning services are designed in a way that focuses on the needs reflective of each stage in life. The life stage planning solutions are separated into these key areas:
- Accumulation (Ages 30-45 years old): For those getting started and trying to organize their finances and future, this stage focuses on budgeting and debt planning, 401(k) and IRA assistance, life insurance planning, and income and cash management.
- Pre-Retirement (Ages 45-55 years old): For individuals and families that want to ensure they’re on track to reach objectives and future retirement goals, this includes tax solutions, estate plan coordination, insurance planning, and preparation in case of death or divorce.
- Retirement Reality Check (Ages 55+ years old): For those that want to ensure they can enjoy retirement and have enough money to retire when they’d like to.
Rating Summary
For those looking for a family-oriented, anxiety-free environment for financial planning, The Retirement Planning Group will be a top choice. These Kansas City financial advisors foster a warm and friendly place for planning your financial future.
With a wide range of integrated financial services and life stage planning solutions, The Retirement Planning Group solidifies a 5-star rating as one of the top Leawood, Overland Park, and Kansas City financial planners.
Windward Private Wealth Management, Inc. Review
Windward Private Wealth Management, Inc. is a Registered Investment Advisor and a fiduciary. This fee-only financial planner in Kansas City has offices in Overland Park, KS, and North Kansas City, MO.
Advisors at the firm see investment and wealth management as a lifelong pursuit and help clients create a vision for their financial future and chart a path to get there.
Key Factors That Enabled Windward Private Wealth Management, Inc. to Rank as a Top Financial Advisor in Overland Park, KS and Kansas City
Fee-Only, Fiduciary Advisor
This financial advisor in Kansas City is proudly fee-only, meaning team members are free to fully act in each client’s best interest because they receive no compensation in the form of referral fees or commissions on financial products.
This commitment to conflict-free advice, backed by a fiduciary pledge helps ground your advisor-client relationship in trust and transparency.
Not only is Windward morally inclined to act in the best interest of its clients, but is legally obligated to as well, due to the fiduciary standard that holds advisors accountable when recommending products and strategies to clients.
The Windward Process
To guarantee that each area of your financial life is fully integrated into your strategy, the Kansas City financial advisors at Windward guide you through a 5-step process to tailor your strategy to your distinct financial needs and future goals.
Each step involves a meeting with your Windward financial advisor and includes:
- Mutual Discovery Meeting: Your financial planner takes time to get to know you, your values, goals, assets, and needs. You can ask questions and, together, you decide whether Windward is a good match.
- Investment Planning Meeting: Your Kansas City wealth management professional guides you through their investment management strategy, assesses your risk tolerance, and provides you with a personalized investment plan.
- Mutual Commitment Meeting: This meeting is when you sign your contract with Windward along with the necessary paperwork to open your account and transfer your investments.
- 45-Day Follow-up Meeting: At this meeting, your Overland Park or N. Kansas City financial planners will provide your finalized investment plan. You’ll also review the transfer of your assets, plan implementation, and brokerage statements.
- Regular Progress Meeting: In addition to reviewing the progress of your portfolio, your Windward advisor will help with any needed additional financial planning services like wealth transfer, philanthropic giving, and wealth protection, among others.
You will meet with your financial advisor at least once a year and you can meet with your advisor whenever you like. They are also available by phone or email.
Rating Summary
Windward Private Wealth Management is truly committed to offering proactive and comprehensive financial and investment planning services. Advisors take time to get to know each client and make themselves available as needed for any questions.
With a wide range of services and a client-centered focus on personalized service, Windward Private Wealth Management earns a 5-star rating. This is one of the top providers of wealth management in Kansas City, Overland Park, and Leawood for you to consider.
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Conclusion – 2021-2022 Top 10 Overland Park, Leawood, & Kansas City Financial Advisors
If you live in the Kansas City metropolitan area and are looking for help planning for retirement, managing multi-generational wealth, or investment management, you have several great financial advisors to choose from.
While each financial advisor in Kansas City, Overland Park, and Leawood on our list may have different specialties and approaches, all of them make a fiduciary commitment to always put the client’s best interests ahead of the firm’s.
A great next step after reviewing each firm overview above is to narrow down your options to 3-4, and then schedule introductory meetings or calls. Many Kansas City wealth management firms offer a “get to know you” meeting at no charge.
This will allow you to get a better feel for how it is to work with that specific financial planner in Kansas City, Leawood, or Overland Park and what direction the firm’s advisors have in mind for your financial strategy.
Once you go through your introductory meetings, you should be closer to finding the financial partner that can help you plan for a lifetime of financial goals.
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Image sources:
- https://pixabay.com/photos/kansas-city-missouri-union-station-1619506/
- https://pixabay.com/photos/bridge-kansas-city-bridge-4564790/
- https://fortunefinancialadvisors.com/
- https://searcyfinancial.com/why-searcy
- https://steppandrothwell.com/about/our-approach/
- https://www.planningretirements.com/about/
AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.
