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Financial Planning 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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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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7500 College Boulevard, Suite 100, Overland Park, KS

913-386-7781

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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7500 College Boulevard, Suite 100, Overland Park, KS

The Overland Park, KS, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and... Read More about Wealth Enhancement Group

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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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Chance Berry - Financial Advisor, Ameriprise Financial Services, LLC

Chance Berry - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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4200 W 115th St, Ste 200, Leawood, KS

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Leawood, KS area, Chance Berry will take the time to understand you and your goals, as well as those changing... Read More about Chance Berry - Financial Advisor, Ameriprise Financial Services, LLC

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Rigden Capital Strategies - Overland Park

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Neil Connolly, CFP, serves as a dedicated advocate for clients in Overland Park, KS. With over 25 years of experience in the financial industry, Neil specializes in building a customized financial plan first, then building an investment portfolio as the engine for your wealth strategies. As a fee-only fiduciary, Neil puts your interests firstmeaning no commissions, no hidden agendas, and... Read More about Rigden Capital Strategies - Overland Park

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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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Eduardo Avendano - Associate Advisor, Ameriprise Financial Services, LLC

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4200 W 115th St, Ste 200, Leawood, KS

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Leawood, KS area, Eduardo Avendano will take the time to understand you and your goals, as well as those changing... Read More about Eduardo Avendano - Associate Advisor, Ameriprise Financial Services, LLC

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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

Equitable Advisors Verified by Yext

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

913-696-2490

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Equitable Advisors

Equitable Advisors Verified by Yext

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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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Sean Byron - Associate Advisor, Ameriprise Financial Services, LLC

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4200 W 115th St, Ste 200, Leawood, KS

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Leawood, KS area, Sean Byron will take the time to understand you and your goals, as well as those changing... Read More about Sean Byron - Associate Advisor, Ameriprise Financial Services, LLC

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Twin Robins Capital

Twin Robins Capital

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(0 Reviews)

751 East 63rd Street, 120-F, Kansas City, MO

816-200-1289

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Twin Robins Capital

Twin Robins Capital

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751 East 63rd Street, 120-F, Kansas City, MO

Twin Robins is a fee-only, fiduciary financial planning and investment management firm. We are built to deliver a boutique, personal service experience coupled with modern technology and robust resources. Our services are thoughtfully designed for high performing professionals, those entering retirement, and busy young families. We are based in the Brookside neighborhood of Kansas City, Missouri. We proudly serve clients... Read More about Twin Robins Capital

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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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Jason Berve - Financial Advisor, Ameriprise Financial Services, LLC

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301 NW Englewood Rd, Gladstone, MO

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Mazuma Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Gladstone, MO area, Jason Berve will take the time to... Read More about Jason Berve - Financial Advisor, Ameriprise Financial Services, LLC

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Wyatt Steed - Financial Advisor, Ameriprise Financial Services, LLC

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4200 W 115th St, Ste 200, Leawood, KS

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Leawood, KS area, Wyatt Steed will take the time to understand you and your goals, as well as those changing... Read More about Wyatt Steed - Financial Advisor, Ameriprise Financial Services, LLC

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Corbin Knollman - 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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Doege & Morris Wealth Management Group 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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Tayler Rector - 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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BioStar Renewables

BioStar Renewables Verified by Uberall

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(0 Reviews)

9400 Reeds Road, Suite 150, Overland Park, KS

913-369-4100

BioStar Renewables Verified by Uberall

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9400 Reeds Road, Suite 150, Overland Park, KS

Call us today to learn more!

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In The Game Wealth Management

In The Game Wealth Management Verified by Uberall

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2103 Burlington Street, North Kansas City, MO

573-424-8873

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In The Game Wealth Management Verified by Uberall

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(0 Reviews)

2103 Burlington Street, North Kansas City, MO

At In The Game Wealth Management, we help individuals and businesses take greater control of their financial future. Led by Chris Maglich, a Registered Investment Advisor and Fiduciary, our office builds personalized strategies designed to meet your goals-whether that's retirement planning, investment growth, or protecting your business. With trusted guidance and tailored financial solutions, we make planning for your future... Read More about In The Game Wealth Management

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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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Fountain City Financial

Fountain City Financial Verified by Uberall

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(0 Reviews)

4701 College Boulevard, Leawood, KS

913-300-0555

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Fountain City Financial Verified by Uberall

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4701 College Boulevard, Leawood, KS

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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(0 Reviews)

28 Westwoods Drive, Suite 103, Liberty, MO

816-246-9473

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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(0 Reviews)

28 Westwoods Drive, Suite 103, Liberty, MO

Available by Appointment Only, the Liberty, MO, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management,... Read More about Wealth Enhancement Group

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Kelli Smith - Edelman Financial Engines

Kelli Smith - Edelman Financial Engines Verified by Yext

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(0 Reviews)

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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