Fiduciary advisors in Leawood, KS

Leawood, Kansas

Fountain City Financial is a financial advisory firm in Leawood, Kansas offering financial planning, investment management, retirement planning, and insurance analysis. The firm employs advisors with CLU credentials and operates with a team-based approach, using planning software such as E-Money and Money Guide Pro to develop personalized strategies aligned with clients' goals. The firm serves working professionals and emphasizes straightforward communication, educational guidance throughout the planning process, and long-term client relationships.

Leawood, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Leawood, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Leawood, Kansas

Raymond James & Associates is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

The Prosper Group of Raymond James is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

The Retirement Planning Group, based in Leawood, Kansas, provides financial planning, investment management, retirement planning, and tax planning services. The firm assembles a dedicated team for each client consisting of a wealth manager, tax professional, investment team member, and client relationship manager, coordinating across planning areas through both in-person meetings and digital communication platforms. The firm offers ongoing account monitoring, tax-aware trading, and analytical services such as Social Security timing analysis and education savings account setup.