Fiduciary advisors in Overland Park, KS

Overland Park, Kansas

AFE Private Wealth is a financial advisory firm based in Overland Park, Kansas, serving clients nationwide. The firm offers strategic wealth design, tax planning, entity and ownership structure optimization, coordinated professional oversight, liquidity planning, and legacy planning services. The firm's stated approach emphasizes understanding clients' complete financial picture—including income, risk, taxes, and estate considerations—and integrating advice across multiple professional relationships rather than recommending specific products or projections.

Overland Park, Kansas

Aspen Wealth Management is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Overland Park, Kansas

BTA Financial Group is an investment advisory firm in Overland Park, Kansas. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Overland Park, Kansas

Caliber Wealth Management is a registered investment adviser in Overland Park, Kansas, offering financial planning and investment management services. As a member of NAPFA, the firm operates on a fee-only basis and adheres to a fiduciary standard, with at least one CFP® on staff. The firm employs a five-step collaborative planning process and offers flexible service delivery options including in-person, online, and hybrid arrangements. Caliber is affiliated with Raymond James and serves clients seeking personalized wealth management paired with institutional resources.

Overland Park, Kansas

Capital Resources LLC is an investment advisory firm in Overland Park, Kansas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 8 Google reviews.

Overland Park, Kansas

Carson Wealth is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance.

Overland Park, Kansas

Dynamic Wealth is a fee-only fiduciary investment advisory firm in Overland Park, Kansas, founded by David Walsh, a CFP® with nearly 14 years of financial advisory experience and over 23 years as a business and estate planning attorney. The firm integrates financial, investment, and estate planning services, focusing on understanding clients' wealth purposes and long-term goals. Walsh currently operates the firm as its sole advisor but plans measured growth while maintaining a small-firm, client-centered approach.

Overland Park, Kansas

Endeavor Private Wealth provides financial planning services to families in Overland Park, Kansas, with a focus on managing transitions across generations. The firm operates on a fiduciary basis and offers services including retirement planning, estate planning, risk management, tax-efficient investing, education funding, and philanthropic planning, along with trust and lending services. Their process centers on listening to clients' situations, researching strategies, presenting recommendations in clear language, and monitoring plans on an ongoing basis. The firm serves multi-generational families and business owners seeking customized investment and wealth planning strategies.

Overland Park, Kansas

Fortune Financial Advisors is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning and Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Overland Park, Kansas

Kedrec Wealth is a Kansas-registered investment advisor in Overland Park that provides financial planning, retirement planning, and investment management on a fiduciary basis. The firm offers both ongoing wealth management through tiered service levels (Essentials, Growth, Accredited, and Retirement) and one-time planning engagements, charging flat fees rather than assets under management percentages. Services span financial planning, investment management, tax planning, insurance, employer benefits, estate planning, real estate guidance, and business transition planning. The firm's founder, Michael Decker, has contributed financial writing to Kiplinger.com.

Overland Park, Kansas

Legacy Financial Strategies is a fee-only fiduciary firm based in Overland Park, Kansas, founded in 2000, offering financial planning and investment management to successful individuals and families. The firm operates as a Registered Investment Advisor with compensation tied only to client assets under management rather than specific product sales. Services include financial planning, investment management, and employer services, with an emphasis on transparent guidance and personalized advisory relationships.

Overland Park, Kansas

Market Advisory Group Overland Park is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Insurance Analysis, and Tax Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Overland Park, Kansas

Merit Financial Advisors is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week.

Overland Park, Kansas

NovaDius Wealth Management is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Overland Park, Kansas

Prime Capital Financial, based in Overland Park, Kansas, has provided estate planning, financial planning, and investment management services since 1985. The firm serves individuals, families, business owners, executives, and retirement plan fiduciaries, operating as a fiduciary with advisor-owners and maintaining a national network of locations. They offer personalized wealth management and retirement plan consultation alongside tax and estate planning services.

Overland Park, Kansas

Proactive Planning Wealth Advisory is a fiduciary firm in Overland Park, Kansas that operates with a family office model and offers financial planning, retirement planning, investment management, tax mitigation, insurance solutions, and debt reduction strategies. The firm's founder holds an Accredited Investment Fiduciary® (AIF®) designation and has a decade of experience in financial services, with additional expertise in Social Security planning and coordination with tax professionals. The engagement process involves an initial consultation, comprehensive financial plan development, implementation of recommendations across five controllable areas (budget, save, plan, invest, give), and ongoing reviews 2–3 times annually. The firm meets regularly with clients to track progress toward goals and adjust plans as needed.

Overland Park, Kansas

Providence Financial Advisors, LLC is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Overland Park, Kansas

Security Financial, Inc. is an independent investment advisory firm based in Overland Park, Kansas, owned by Pierre and Katherine Badertscher and operating since 1995. The firm provides financial planning, investment management, and wealth management services, with a client focus on young professionals, pre-retirees, retirees, and individuals navigating life transitions such as divorce or death of a spouse. Security Financial's approach begins with exploratory conversations that address both financial objectives and personal values, building toward customized financial plans and portfolio management strategies.

Overland Park, Kansas

Smith Moore is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Overland Park, Kansas

Streamline Private Wealth is a financial planning firm based in Overland Park, Kansas, serving business owners, executives, and professionals primarily from Southern Johnson and Northern Miami Counties and nationwide. The firm employs a structured planning process that begins with discovery of client priorities and aspirations, followed by customized strategy development, implementation support, and ongoing adaptive management as circumstances change. The practice emphasizes personalized service and understanding each client's complete financial situation rather than applying standardized approaches.

Overland Park, Kansas

Tall Oaks Advisors is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Overland Park, Kansas

Wealth Enhancement Group is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.