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Financial Planning Consultants in Kansas City

Forgy Financial LLC

Forgy Financial LLC Verified by Yext

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9201 Bond Street, Overland Park, KS

913-663-5535

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Caring For Your Future.

Forgy Financial LLC

Forgy Financial LLC Verified by Yext

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(0 Reviews)

9201 Bond Street, Overland Park, KS

Caring For Your Future.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

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Travis Mayberry - Thrivent

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7400 College Blvd, Suite 150, Overland Park, KS

816-590-8196

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Travis Mayberry - Thrivent

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7400 College Blvd, Suite 150, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Travis Mayberry is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Travis Mayberry - Thrivent

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Sean Bruna - Thrivent

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7400 College Blvd., Suite 150, Overland Park, KS

913-430-9079

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Sean Bruna - Thrivent

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7400 College Blvd., Suite 150, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sean Bruna is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Sean Bruna - Thrivent

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Mercer Advisors - Leawood

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5251 West 116th Place, Suite 200, Office - 225, Leawood, KS

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Our financial advisors in Leawood go beyond traditional financial planning to deliver a truly comprehensive wealth management experience. What sets us apart? - Fiduciary, Fee-Only Approach – We always act in your best interest, with no hidden commissions or conflicts of interest. - Integrated Financial Services – From investment management and estate planning to tax strategies and trust services, we... Read More about Mercer Advisors - Leawood

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Kelli Smith - Edelman Financial Engines

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10950 Grandview Drive, Suite 600, Overland Park, KS

913-884-1592

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Kelli Smith - Edelman Financial Engines

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10950 Grandview Drive, Suite 600, Overland Park, KS

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I... Read More about Kelli Smith - Edelman Financial Engines

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Equitable Advisors

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7400 W. 110th St, Ste 700, Overland Park, KS

913-696-2490

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Equitable Advisors

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7400 W. 110th St, Ste 700, Overland Park, KS

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Josh Laing - Thrivent

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7270 W 98th Ter, Ste 110, Overland Park, KS

816-854-9619

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Josh Laing - Thrivent

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7270 W 98th Ter, Ste 110, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Laing is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Josh Laing - Thrivent

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Baker Inman - Thrivent

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7400 College Boulevard, STE 150, Overland Park, KS

913-285-0040

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Baker Inman - Thrivent

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7400 College Boulevard, STE 150, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Baker Inman is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Baker Inman - Thrivent

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Focus Partners

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420 W 98 St, Kansas City, MO

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

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Mariner

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5700 W. 112th St., Suite 200, Overland Park, KS

913-647-9700

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Mariner

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5700 W. 112th St., Suite 200, Overland Park, KS

Access to a wealth of knowledge and solutions.

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Joshua Svoboda - Thrivent

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6 Victory Lane, suite 8, Liberty, MO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Joshua Svoboda is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Liberty, MO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Joshua Svoboda - Thrivent

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Melissa Zitter - Thrivent

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7270 W 98th Terrace, Suite 110, Overland Park, KS

913-642-0551

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Melissa Zitter - Thrivent

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7270 W 98th Terrace, Suite 110, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Melissa Zitter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Melissa Zitter - Thrivent

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Tim Zitter - Thrivent

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7270 West 98th Terrace, Suite 110, Overland Park, KS

913-907-0411

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Tim Zitter - Thrivent

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7270 West 98th Terrace, Suite 110, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tim Zitter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Tim Zitter - Thrivent

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Christopher Smiley - Thrivent

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7400 College Blvd., Ste 150, Overland Park, KS

816-745-5687

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Christopher Smiley - Thrivent

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7400 College Blvd., Ste 150, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Christopher Smiley is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Christopher Smiley - Thrivent

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Jared Schelp - Thrivent

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7509 NW Tiffany Springs Pkwy, Suite 100, Kansas City, MO

816-665-3260

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Jared Schelp - Thrivent

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7509 NW Tiffany Springs Pkwy, Suite 100, Kansas City, MO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jared Schelp is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kansas City, MO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jared Schelp - Thrivent

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Corbin Knollman - RBC Wealth Management Financial Advisor Verified by Yext

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4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Tayler Rector - RBC Wealth Management Financial Advisor Verified by Yext

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4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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John F. McCarthy - RBC Wealth Management Financial Advisor Verified by Yext

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4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Eric A. Taylor - RBC Wealth Management Financial Advisor Verified by Yext

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(0 Reviews)

4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Scott Jones - RBC Wealth Management Financial Advisor Verified by Yext

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(0 Reviews)

4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Luke Bernard - RBC Wealth Management Financial Advisor Verified by Yext

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(0 Reviews)

4001 West 114th St, Suite 200, Leawood, KS

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Kemper Life

Kemper Life Verified by Yext

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12414 E. US 40 Highway, Independence, MO

816-350-1212

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Kemper Life Insurance protects you where you are.

Kemper Life Verified by Yext

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(0 Reviews)

12414 E. US 40 Highway, Independence, MO

Kemper Life Insurance protects you where you are.

Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

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Kelli Smith - Edelman Financial Engines

Kelli Smith - Edelman Financial Engines Verified by Yext

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9203 MO-152, Kansas City, MO

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I... Read More about Kelli Smith - Edelman Financial Engines

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Josh Laing - Thrivent

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7400 College Blvd, Ste 150, Overland Park, KS

816-854-9619

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Josh Laing - Thrivent

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7400 College Blvd, Ste 150, Overland Park, KS

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Laing is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Overland Park, KS make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Josh Laing - Thrivent

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Focus Partners

Focus Partners Verified by Yext

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400 Southwest Longview Boulevard, Suite 220, Lee's Summit, MO

816-683-4600

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Focus Partners

Focus Partners Verified by Yext

0.0

(0 Reviews)

400 Southwest Longview Boulevard, Suite 220, Lee's Summit, MO

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

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