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Independent advisors in Overland Park, Kansas

6 firms listed. Facts only: no ratings, no reviews, no paid placement.

CoPlanning Financial

Overland Park, KS · Flat-fee planner (fee-only, state-registered) · CFP

Asian American families
Cantonese and Mandarin speakers
Caring for aging parents

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Sapphire Wealth Planning

Overland Park, KS · Fee-only RIA (state-registered) · CFP, CDFA

Women professionals
Divorce planning
Gen X

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Searcy Financial Services

Overland Park, KS · Fee-only RIA (SEC-registered) · CFP, CIMA, AIF, EA

Individuals and families
Retirement income
Employer retirement plans

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Sound Stewardship

Overland Park, KS · Fee-only RIA (SEC-registered) · CFP, CKA

Faith-based planning
Retirement income
Tax planning

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Providence Financial Advisors

Overland Park, KS · RIA (SEC-registered) · CFA

Individuals and families
Business owners
Small-business retirement plans

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Insight Financial Services

Overland Park, KS · Fee-based RIA (SEC-registered)

Individuals and retirees
High-net-worth clients
Charitable organizations

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