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Financial Advisors in Kansas

Visit Searcy Financial Services, Inc.

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets f... See More

Highlights: Investment Consulting, Legacy Planning, Certified Financial Planner, Investment Policy Statements, Mutual Funds, Fee Only, Advisory And Investment Management, Investment Management, Divorce Planning, Rollover Of 401k Or IRA, Retirement Planning, Estate Planning, Women's Issues, Professional Wealth Management, Fee-Only, Comprehensive Financial Planning, ETFs, Wealth Management, Socially Responsible Investments, College Planning
Engage Advisor
Overland Park, KS
Visit Engage Advisor

Engage Advisors is a Dental CPA and Business Advisory firm providing solutions for dentists. Engage Advisors knows what it takes to run a profitable dental practice – we work with over 500 financially successful dentists. When you engage with us, w... See More

Highlights: Financial Planning, Financial Planning Advice And Services
Petrovic Financial Services
Prairie Village, KS
Visit Petrovic Financial Services

Petrovic Financial Services has been managing the financial assets of individuals and families for many years, not just those who call Kansas City home, but clients from across the country. Our firm covers the broad spectrum of investment management,... See More

Highlights: Business Planning, Retirement Planning, IRA, Family Financial Planning, Investment Consulting, 403B Plans, Special Needs Planning, Fiduciary, Pension Plan Design & Management, Stocks, 401k Rollover, Income Tax Planning, Investment Policy Statements, Fee Only, Certified Financial Planner, 401K Consulting, MBA, Independent Investment Advisor, CFP ®, Investment Services
CGN Advisors, LLC
Manhattan, KS
Visit CGN Advisors, LLC

Stuart Heckman, CFP, PhD
Financial Planning
We'll start by learning about you and the goals that are most important to you. We'll collaborate with you to create a plan to align your finances with your goals to help you enjoy life on your terms.
We ... See More

Everest Wealth Management
Overland Park, KS
Visit Everest Wealth Management

John Seitzer, CFA, CFP, CPA, MBA
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on othe... See More

Legacy Wealth Planning, LLC
Overland Park, KS
Visit Legacy Wealth Planning, LLC

Dean Cherpitel, BA, ChFC
Legacy Wealth Planning was designed as a small boutique firm that provides holistic wealth management services for our clients. As a founding member of National Advisors Trust Company, we combine the trust expertise from them... See More

Visit Petrovic Weaver Financial Services

Sandi Weaver, CFA, CFP, CPA
Petrovic Weaver Financial Services:
We provide fee-only financial planning and investment management. Fee-only means we do not accept commissions and we hold ourselves to a fiduciary standard. Our approach involves com... See More

Visit Wichita Wealth Management, LLC

Jeffory Stukey, CFP, MBA
Fiduciary, fee-only, wealth management and financial planning services delivered objectively, professionally and independently ... without a sales agenda.

Visit Capital WealthCare Advisors, L.C.

Kedre Mellor, CPA/PFS
Capital WealthCare Advisors, L.C. serves clients in Wichita, Kansas and the Midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, q... See More

We offer objective, independent and professional financial planning and advice that focuses on your life-planning goals, without a sales agenda. Stukey Financial Planning offers fee-only financial planning and asset management services for individual... See More

Highlights: Mutual Funds, Independent Investment Advisor, Retirement Distribution Plan, CFP ®, ETFs, Fiduciary, Family Financial Planning, Retirement Planning, College Planning, Certified Financial Planner, NAPFA Member, IRA, MBA, Fee-Only, Comprehensive Financial Planning, Professional Wealth Management
Dan Pyle
Mcpherson, KS

Investment and Retirement Income Planning Advice

Highlights: Annuities & Life Insurance, 401K Consulting, Investment Policy Statements, Retirement Planning, IRA, Family Financial Planning, Synergistic Portfolio Planning, Professional Wealth Management, Investment Services, Fee Only, Mutual Funds, Pension Plan Design & Management, 403B Plans, Investment Consulting, Comprehensive Financial Planning, Retirement Distribution Plan, Wealth Management, Independent Investment Advisor, Passive Investment Strategies, Socially Responsible Investments

Leawood, KS 66224

Highlights: Wealth Management, Disability Income & Long Term Care Insurance, Independent Investment Advisor, Sustainability, Debt Management, College Planning, CFP ®, Fee Only, 401K Consulting, Certified Financial Planner, Investment Consulting, IRA, CPA, Pension Plan Design & Management, Asset Protection, Stocks, Mutual Funds, Professional Wealth Management, Estate Planning, Income Tax Planning

Davis Financial Management partners with our clients to help them achieve financial independence consistent with their goals and objectives.

Highlights: Investment Consulting, Income Tax Planning, Asset Protection, College Planning, Professional Wealth Management, Investment Services, Independent Investment Advisor, Sustainability, Stocks, Business Planning, NAPFA Member, Fee Only, Estate Planning, 401K Consulting, CPA, IRA, Disability Income & Long Term Care Insurance, Wealth Management, Annuities & Life Insurance, Comprehensive Financial Planning

Sunrise Advisors is a fee-only Registered Investment Advisor that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

Sunrise Advisors
Leawood, KS

Sunrise Advisors is a fee-only RIA that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

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