Best Financial Planners in Kansas City (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in Kansas City requires expert guidance. Whether you're planning for retirement, managing investments, or seeking comprehensive wealth management, these top-rated financial planners offer personalized strategies to help you achieve your goals.
WEALTH | KC - Financial Advisors + Wealth Management
Vibe: Professional & Client-FocusedTL;DR: Comprehensive wealth management and financial advising.
WEALTH | KC stands out for its holistic approach to wealth management, offering a full spectrum of financial planning services. Their team is dedicated to understanding your unique financial story and crafting tailored strategies. Clients consistently praise their insightful advice and commitment to long-term financial well-being.
BMG Advisors "Plan Your Story"
Vibe: Personalized & VisionaryBMG Advisors focuses on helping clients 'Plan Your Story,' emphasizing a deeply personal approach to financial planning. They excel at translating your life aspirations into actionable financial roadmaps. Expect a collaborative process designed to build confidence in your financial future.
OWLFI
Vibe: Innovative & Tech-SavvyOWLFI offers a modern and innovative approach to financial advising, leveraging technology to streamline the planning process. They are known for their clear communication and ability to make complex financial concepts accessible. Clients appreciate their forward-thinking strategies and efficient service delivery.
Buttonwood Financial Group, LLC
Vibe: Established & TrustworthyButtonwood Financial Group, LLC provides a solid foundation for your financial planning needs with a focus on building long-term trust. Their experienced advisors offer a wide range of services designed to protect and grow your assets. Clients value their consistent performance and commitment to fiduciary responsibility.
Prosperity Planning, Inc.
Vibe: Growth-Oriented & SupportiveProsperity Planning, Inc. is dedicated to helping you cultivate and achieve financial prosperity through strategic planning. Their supportive team works closely with clients to identify opportunities for growth and mitigate risks. They offer personalized advice tailored to each client's unique circumstances and goals.
Next Bloom Wealth
Vibe: Nurturing & Forward-ThinkingTL;DR: A promising choice for financial growth.
Next Bloom Wealth focuses on helping your financial future flourish with personalized strategies and attentive service. They specialize in guiding clients through various life stages, ensuring their financial plans adapt and grow. Experience a supportive environment dedicated to helping your wealth reach its full potential.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Lighthouse Planning
Vibe: Guiding & ClearTL;DR: Guiding you to financial clarity.
Lighthouse Planning serves as a beacon, guiding clients toward financial clarity and security. They offer expert advice and personalized plans to navigate the complexities of wealth management. Clients appreciate their straightforward approach and dedication to illuminating the path to financial success.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Proactive Planning Wealth Advisory
Vibe: Strategic & DiligentTL;DR: Anticipating your financial needs.
Proactive Planning Wealth Advisory excels in anticipating and addressing your financial needs before they arise. Their team employs diligent research and strategic foresight to build robust financial plans. Clients value their forward-thinking approach and commitment to safeguarding their assets.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Falcon Wealth Advisors
Vibe: Sharp & FocusedTL;DR: A sharp choice for wealth growth.
Falcon Wealth Advisors offers a focused and precise approach to wealth management, aiming to help clients soar financially. They provide tailored strategies designed for optimal growth and security. Clients commend their sharp insights and dedicated pursuit of financial objectives.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Engaged Financial
Vibe: Interactive & ComprehensiveEngaged Financial prioritizes active client participation and comprehensive financial solutions. They are known for their extensive client base and ability to provide deep insights across a broad range of financial services. Their commitment to client engagement ensures a personalized and thorough planning experience.
Methodology
Rankings based on Google Maps customer sentiment.
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