Top Professionals
BMG Advisors "Plan Your Story"
BMG Advisors focuses on personalized, story-driven financial planning and investment management that centers each client’s life experiences, values, and goals. BMG Advisors’ mission is to leave the community a better place through the work the company does, and the company provides holistic planning...Read More
Creative Planning
Creative Planning is an independent wealth management and family office firm that provides comprehensive services including wealth management, ultra-affluent and high-net-worth investment management, financial and retirement planning, strategic tax planning, estate planning and trust services, busin...Read More
Kansas City Private Wealth Management
Kansas City Private Wealth Management proactively helps individuals and institutional clients manage their financial well-being. Kansas City Private Wealth Management's mission is simple: Create Value — Centered on Providing an Excellent Client Experience. The company offers financial planning, inve...Read More
Legacy Financial Strategies
Legacy Financial Strategies is a fee-only, fiduciary financial planning firm based in Overland Park, KS. Legacy Financial Strategies provides comprehensive financial planning, investment management, and corporate retirement plan services—including employee wellness and education through its LaunchEd...Read More
NextGen Wealth
NextGen Wealth is a fee-based, fiduciary financial planning firm based in Lee’s Summit, Missouri that specializes in helping individuals within five years of retirement craft comprehensive retirement transition plans. NextGen Wealth focuses on personalized planning that addresses financial, mental, ...Read More
Oak Road Wealth Management
Oak Road Wealth Management is a fiduciary financial advisory firm based in Lees Summit, Missouri, dedicated to helping clients gain confidence and clarity in their financial futures. The company offers personalized financial planning, retirement planning, and investment management services tailored ...Read More
Prosperity Planning, Inc.?
Prosperity Planning, Inc. is a Kansas City, Missouri-based team of CERTIFIED FINANCIAL PLANNER™ professionals offering comprehensive financial planning and investment management to help clients achieve clarity and confidence in their financial future. Prosperity Planning, Inc. develops personalized,...Read More
RBC Wealth Management Branch - Kansas City
RBC Wealth Management, a division of RBC Capital Markets, LLC, is an integrated wealth management and family office firm that provides investment management, financial planning, strategic tax and estate planning, retirement and foundations services, business consulting and 401(k) solutions, and inst...Read More
WEALTH | KC - Financial Advisors + Wealth Management
Wealth|KC is a Kansas City–based fiduciary wealth management firm that provides comprehensive financial planning, tax-aware strategies, investment management, and estate planning for high-net-worth individuals, retirees, and business owners. Wealth|KC emphasizes a disciplined, client-centered proces...Read More
Williams Financial Group
Williams Financial Group is a retirement-focused financial advisory firm that helps individuals and families create informed, tax-aware retirement strategies and personalized financial plans through a blend of financial planning, investment management, investor behavior coaching, and educational sem...Read More