Fiduciary advisors in Kansas City, MO

Kansas City, Missouri

Diversified Solutions, LLC is an investment advisory firm in Kansas City, Missouri. Services include Retirement Planning. 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.

Kansas City, Missouri

Hawkins Financial Service is an investment advisory firm in Kansas City, Missouri. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Kansas City, Missouri

Independent RIA

Mader & Shannon Wealth Management is an independent registered investment advisor based in Kansas City offering financial planning and investment management services. The firm operates on a fiduciary basis with no product-related conflicts of interest, delivering portfolio management, comprehensive financial planning, retirement projections, estate planning, and guidance on qualified plans and education savings vehicles. The firm emphasizes client education and objective advice grounded in realistic expectations about risk and performance.

Kansas City, Missouri

Wirehouse

Merrill Lynch Financial Advisor Chris Teahan is a wirehouse firm in Kansas City, Missouri. 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.

Kansas City, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kansas City, Missouri. 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.

Kansas City, Missouri

VestGen Wealth Partners is a Kansas City-based firm providing investment management, wealth planning, and related financial services. The firm offers personalized portfolio management, retirement plan administration for employers, estate planning coordination, tax strategy, insurance solutions, education savings planning, and comprehensive financial planning aligned with client goals and life circumstances. The practice emphasizes a three-step process of understanding client needs, designing customized strategies, and providing ongoing adjustments as situations change.

Kansas City, Missouri

WEALTH | KC is a Kansas City-based financial advisory firm operating as a fiduciary, with team members holding credentials including CFP® and AAMS® designations. The firm provides financial planning, tax planning, investment management, and estate planning services, with a particular focus on retirement income strategies, Social Security optimization, and healthcare planning. The team works with high-net-worth individuals, business owners, and those approaching or in retirement, delivering written financial plans and ongoing plan monitoring and adjustments.