Connect with Top-Rated Financial Planners in Kansas City!

Advanced Financial Solutions is a independent financial planning firm headquartered on the Country Club Plaza in Kansas City, Missouri. With a focus on education and each client's goals and comfort levels, we strive to help our clients make financial decisions and choices that best serve their interest, their needs and their goals. We provide a range of services, including securities and investment advisory services, to help our clients achieve their financial objectives. Our experienced advisors work closely with our clients to understand their unique financial situations and develop personalized plans to help them achieve their goals. We believe that financial wellness is a key component of overall well-being, and we are committed to helping our clients achieve financial stability and security.

Sterneck Capital Management, LLC is a fee-only firm that has been offering clients investment management and financial planning insights for over 25 years. With over 120 years of combined industry experience, we provide tailored wealth management solutions for high-income and high-net-worth individuals. Our team of experts is dedicated to serving the individual, not the institutional, with a focus on reducing income and capital gains taxes, further diversifying retirement portfolios, and helping clients achieve their financial goals. Our core values are built on a foundation of transparency, integrity, and a commitment to our clients' best interests. Through our comprehensive approach, we help individuals and families build, preserve, and grow their wealth over time.

New Balloon's mission is to provide meaningful speech and language therapy services to the greater Kansas City area. Whether at home, in school, or in the community, research suggests that individuals make the most beneficial gains in their natural surroundings. Specializing in autism spectrum disorders and developmental delays, New Balloon offers services that are based in the most current evidence and focused on the needs of the individual and their family.

Mader & Shannon Wealth Management is a fiduciary-based wealth management firm located in Kansas City, providing exceptional portfolio management and financial planning solutions tailored to help clients achieve their financial goals. With a commitment to objectivity and transparency, our independent financial professionals take the time to educate clients on suitable financial solutions, thoroughly examining risk and performance expectations. We believe retaining an independent financial professional is crucial for both planning and portfolio management. Our entire organization is structured to prioritize clients' needs and objectives, providing exceptional value solely focused on our clients.

Sarver Vrooman Wealth Advisors is a wealth management company that provides comprehensive retirement planning and investment management services to individuals, primarily engineers, executives, and entrepreneurs. We help our clients grow and preserve their wealth by creating personalized investment plans tailored to their financial goals and risk tolerance. Our process involves a holistic approach, considering clients' financial situations, goals, and objectives to develop a customized wealth management plan.

Martin Tax & Financial Services has been helping individuals and small businesses navigate financial challenges and pursue financial goals for over 35 years. Our team of experts offers a range of services, including income tax preparation, wealth management, and financial planning, tailored to each client's unique needs and goals. From retirement planning to estate tax management, we are committed to helping our clients create, grow, and preserve their wealth. Our services are built on a foundation of thoughtful client relationships and a client-centered process designed to keep clients on track, no matter what stage of life they're in.

V Wealth Advisors is a financial planning firm that helps individuals and businesses achieve their long-term financial goals through tailored investment management, 401(k) rollover education, tax planning, and estate planning services. Our expert advisors provide personalized guidance to help clients maximize their potential for meeting life goals, including retirement planning, income tax planning, financial statement analysis, insurance planning, and employee benefits options. With our collaborative approach, we ensure that clients stay on track with their financial objectives and make informed decisions about their financial futures.

Prairie Capital provides personalized financial advice to a select group of individuals, families, and institutions. For over 28 years, they have been helping people manage their complex financial needs, simplify their lives, and achieve their goals. With a team of experienced professionals, they offer a range of wealth management services, including financial planning, investment management, and philanthropic planning. With a focus on personalized service and a commitment to exceeding client expectations, Prairie Capital helps their clients achieve their financial goals.

Paula Porsch Wealth Management is a financial planning and wealth management firm that helps individuals and families achieve their financial goals through personalized advice and planning. With a focus on building long-term relationships, the team at Paula Porsch Wealth Management offers a holistic approach to financial planning, encompassing investment management, retirement planning, insurance, and estate planning. By taking the time to understand each client's unique circumstances and goals, the advisors at Paula Porsch Wealth Management strive to provide trusted guidance and support throughout clients' financial journeys.