Financial Advisors in Lenexa, Kansas (Johnson County)

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets for individual investors and their families and retirement plan sponsors nationwide.

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, where you stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.

Searcy Financial Services, Inc. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.... See More

Engage Advisors is a Dental CPA and Business Advisory firm providing solutions for dentists. Engage Advisors knows what it takes to run a profitable dental practice – we work with over 500 financially successful dentists. When you engage with us, we manage all of your financial details so that you have the insights and time to make the right decisions. The results are just as you would expect – a financially healthy dental practice with more free time for you and your family.... See More

Dean Cherpitel, BA, ChFC
Legacy Wealth Planning was designed as a small boutique firm that provides holistic wealth management services for our clients. As a founding member of National Advisors Trust Company, we combine the trust expertise from them with the tax knowledge supplied by our partnering CPA firm and our planning and investment management disciplines to facilitate the on-going wealth management process. The investment management function is directed by us and supported by a group of highly credentialed investment professionals who use predominantly exchange traded funds in their allocation models. This produces many tax and cost advantages for our clients. Finally, we pride ourselves on being completely transparent with all costs associated with the wealth management process and making our clients a growing part of our business family through quick responsive service. ... See More

John Seitzer, CFA, CFP, CPA, MBA
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on other things in life such as family, friends, career, physical health, spirituality and the enjoyment of life. Our clients experience peace of mind, knowing they have partnered with a qualified professional to help them with life's financial decisions. We believe we differentiate ourselves through our qualifications, objectivity, and comprehensive financial advisory services. Ongoing annual fees are based on assets under management and are as follows: 1.0% on first $800,000 0.8% on next $1,200,000 0.5% on next $2,000,000 0.2% on remaining over $4,000,000
The minimum quarterly asset management fee is $2,500 for wealth management clients. Most of our wealth management clients' portfolio values (excluding current employer retirement accounts) are between $1 million and $13 million.
Everest Wealth Management is located in Leawood, Kansas. We have clients as far as Arizona, Washington, Florida, and Minnesota. Please visit our website for more detail on our qualifications and services - www.everestwealth.com - and call us to schedule a free, no-obligation consultation.... See More

Leawood, KS 66224

Sunrise Advisors is a fee-only Registered Investment Advisor that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

Davis Financial Management partners with our clients to help them achieve financial independence consistent with their goals and objectives.

Sunrise Advisors is a fee-only RIA that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.

Petrovic Financial Services has been managing the financial assets of individuals and families for many years, not just those who call Kansas City home, but clients from across the country. Our firm covers the broad spectrum of investment management, retirement planning, tax management and estate planning.
We currently have a staff of seven. Our professional designations include three Certified Financial Planners. Our management team has a combined work experience of over 60 years. Our dedicated support staff of works to provide the very best in research and client services.
Petrovic Financial Services is a fee-only, fiduciary firm. Fiduciary means we are required to do what's in our clients best interest and we don& accept commissions of any kind.... See More

Sandi Weaver, CFA, CFP, CPA
Petrovic Weaver Financial Services:
We provide fee-only financial planning and investment management. Fee-only means we do not accept commissions and we hold ourselves to a fiduciary standard. Our approach involves comprehensive wealth management, not just investment management. This means: Planning for your retirement Tax strategies you can use; Estate Planning; Maximizing your corporate benefit; Insurance; College planning. Our fees are competitive. We have a fiduciary duty to our clients. We are required to make recommendations which are in our clients' best interest. PWFS uses a team approach to deliver in-depth, high quality, financial planning to clients. We have three Certified Financial Planners (tm) and a financial planning associate.
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J. Randall Hedlund, BBA, BSEE, CFP, MBA