The 5 Best Financial Advisors in Kansas City
Looking for a financial advisor that’s going to have your best interests in mind? Here’s our list of the Best Financial Advisors in Kansas City.
The 5 Best Financial Advisors in Kansas City
By: Scott Sturgeon, JD, MBA, CFP®
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Oread Wealth Partners is a fiduciary, fee-only financial planning and wealth management firm in Kansas City. We help doctors, business owners, and affluent individuals implement tax planning strategies, grow and protect their wealth, and most importantly, help align their finances with what’s important in their life.
We provide fiduciary advice and guidance, making sure you’re making the right financial decisions to achieve your goals and to safeguard what’s important to you.
Knowing that we won’t be a fit for everyone, the list below is meant to provide you a place to start in looking for a fee only financial planner or fiduciary financial advisor in Kansas City whose approach aligns closely with our own values.
How did I choose these advisors?
Having worked in financial planning and wealth management for the last decade in Kansas City, I’ve met a variety of different advisors through networking groups, financial planner networks, and industry events. There are a lot of great advisors out there, but these are among the best for a few reasons…
1. They are fiduciaries for their clients at all times, meaning the advice they provide is in the best interests of the client, not the advisor. Not every financial advisor has a fiduciary duty to the clients they work with 100% of the time, so it’s important to work with one who does.
2. They are fee-only, meaning they don’t charge commissions or sell products to the clients they work with. Remember, fee-only and fee based are not the same thing!
3. They or their supporting team members are CFP® Professionals. Working with a fee only financial planner in Kansas City with a CERTIFIED FINANCIAL PLANNER designation is generally a good indication that they & their team are knowledgeable not only in investment-related topics, but a variety of other financial topics like taxes, insurance, and estate planning.
The 5 Best Kansas City Financial Advisors to Consider in 2022
1. Jason Newcomer, CFP®, EA, AIF®, Dogwood Wealth Management (Overland Park, KS)
“What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.”
2. Mike Zung, CFP®, Java Wealth Planning (Lee’s Summit, MO)
“I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. The tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).”
3. Melissa Ellis, CFP®, CDFA, Sapphire Wealth Planning (Overland Park, KS)
“Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth. By exploring multiple options at the crossroads of your life, we can assist you in making choices leading to financial independence.”
4. Kyle Hill, CFP®, Hill-Top Financial Planning (Kansas City, MO)
“As a fiduciary and fee-only advisor, I am passionate about working with young professionals and families (20’s to 40’s) who want to live a debt-free life, and reach their financial goals, so they can leave a legacy to be proud of for future generations.”
5. Cory Bittner, CRPC®, Falcon Wealth Advisors (Mission Woods, KS)
“Cory has spent his entire professional career dedicated to financial planning and asset management. His personal relationships allow him to help guide clients toward their retirement goals with careful planning and attention to investment details.”
How is Oread Wealth Partners different from other Wealth Management Firms or Financial Planners in Kansas City?
There are 3 unique reasons that Oread Wealth Partners is unlike other financial planners in Kansas City.
1. We focus on tax planning to find opportunities for our clients to reduce their tax bill where possible. We also focus on risk and protecting your wealth, while simultaneously offering fee-only, fiduciary advice that’s custom to you.
2. We don’t shy away from complex client situations. Founder & Senior Wealth Advisor Scott Sturgeon, JD, MBA, CFP® is an attorney by training. While he doesn’t currently practice law, his background provides unique perspective in making seemingly complex financial situations simple.
3. We don’t work with everyone. Providing value to the clients we work with is how we measure our own success. That means we’re very intentional about who we take on as a client to ensure we’re providing valuable advice & guidance in working towards and achieving your financial goals.
If you feel like your situation may align with these principles, consider scheduling a quick consultation to discuss how we might partner with you to provide a path forward in aligning your finances with the pursuit of what’s important to you.
What questions should you be asking a financial advisor before working with them?
Prior to working with a financial advisor, it’s important to remember not all are created equal, nor do they provide equivalent amounts of advice or guidance.
It’s not difficult to find a fee only financial planner in Kansas City as long as you know what questions to ask during your initial conversations with a prospective advisor. If you’re looking to hire a fiduciary financial advisor in Kansas City, here are 4 good questions to ask.
1. Are you a fiduciary at all times?
If an advisor doesn’t serve as a fiduciary at all times, it means they may offer you advice that benefits them more than it does you.
2. What are all of the ways you’re paid?
You want to be clear on how your advisor is getting paid and that your advisor isn’t incentivized or receiving commissions to sell you certain products or investments that could create a conflict of interest.
3. Have you ever been cited by a professional or regulatory body for disciplinary reasons?
This one is pretty self-explanatory. It’s important to know about an advisor’s disciplinary background. You can research individual advisors here.
4. What’s a good piece of non-investment advice you gave a client recently?
Wealth management & financial planning are not just about insurance & investments. Advisors versed in areas of tax, estate planning, workplace compensation, and cashflow planning should be able to pretty easily articulate a piece of advice they’ve recently provided that made a difference in their client’s financial plans.
Other Resources To Use in Finding a Wealth Advisor Near You
If the points listed above about what makes a good financial planner or wealth advisor align with your own beliefs, the links below are valuable resources in finding a fiduciary, fee-only financial planner near you.
Still curious to learn more? Check out the content below!
The #1 Hidden Retirement Risk You May Not Be Aware Of
By: Scott Sturgeon, JD, MBA, CFP®
Would you like to receive more content just like this directly to your inbox? Click here to subscribe!
Oread Wealth Partners is a fiduciary, fee-only financial planning and wealth management firm in Kansas City. We help doctors, business owners, and affluent individuals implement tax planning strategies, grow and protect their wealth, and most importantly, help align their finances with what’s important in their life.
We provide fiduciary advice and guidance, making sure you’re making the right financial decisions to achieve your goals and to safeguard what’s important to you.
Knowing that we won’t be a fit for everyone, the list below is meant to provide you a place to start in looking for a fee only financial planner or fiduciary financial advisor in Kansas City whose approach aligns closely with our own values.
How did I choose these advisors?
Having worked in financial planning and wealth management for the last decade in Kansas City, I’ve met a variety of different advisors through networking groups, financial planner networks, and industry events. There are a lot of great advisors out there, but these are among the best for a few reasons…
1. They are fiduciaries for their clients at all times, meaning the advice they provide is in the best interests of the client, not the advisor. Not every financial advisor has a fiduciary duty to the clients they work with 100% of the time, so it’s important to work with one who does.
2. They are fee-only, meaning they don’t charge commissions or sell products to the clients they work with. Remember, fee-only and fee based are not the same thing!
3. They or their supporting team members are CFP® Professionals. Working with a fee only financial planner in Kansas City with a CERTIFIED FINANCIAL PLANNER designation is generally a good indication that they & their team are knowledgeable not only in investment-related topics, but a variety of other financial topics like taxes, insurance, and estate planning.
The 5 Best Kansas City Financial Advisors to Consider in 2022
1. Jason Newcomer, CFP®, EA, AIF®, Dogwood Wealth Management (Overland Park, KS)
“What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.”
2. Mike Zung, CFP®, Java Wealth Planning (Lee’s Summit, MO)
“I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. The tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).”
3. Melissa Ellis, CFP®, CDFA, Sapphire Wealth Planning (Overland Park, KS)
“Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth. By exploring multiple options at the crossroads of your life, we can assist you in making choices leading to financial independence.”
4. Kyle Hill, CFP®, Hill-Top Financial Planning (Kansas City, MO)
“As a fiduciary and fee-only advisor, I am passionate about working with young professionals and families (20’s to 40’s) who want to live a debt-free life, and reach their financial goals, so they can leave a legacy to be proud of for future generations.”
5. Cory Bittner, CRPC®, Falcon Wealth Advisors (Mission Woods, KS)
“Cory has spent his entire professional career dedicated to financial planning and asset management. His personal relationships allow him to help guide clients toward their retirement goals with careful planning and attention to investment details.”
How is Oread Wealth Partners different from other Wealth Management Firms or Financial Planners in Kansas City?
There are 3 unique reasons that Oread Wealth Partners is unlike other financial planners in Kansas City.
1. We focus on tax planning to find opportunities for our clients to reduce their tax bill where possible. We also focus on risk and protecting your wealth, while simultaneously offering fee-only, fiduciary advice that’s custom to you.
2. We don’t shy away from complex client situations. Founder & Senior Wealth Advisor Scott Sturgeon, JD, MBA, CFP® is an attorney by training. While he doesn’t currently practice law, his background provides unique perspective in making seemingly complex financial situations simple.
3. We don’t work with everyone. Providing value to the clients we work with is how we measure our own success. That means we’re very intentional about who we take on as a client to ensure we’re providing valuable advice & guidance in working towards and achieving your financial goals.
If you feel like your situation may align with these principles, consider scheduling a quick consultation to discuss how we might partner with you to provide a path forward in aligning your finances with the pursuit of what’s important to you.
What questions should you be asking a financial advisor before working with them?
Prior to working with a financial advisor, it’s important to remember not all are created equal, nor do they provide equivalent amounts of advice or guidance.
It’s not difficult to find a fee only financial planner in Kansas City as long as you know what questions to ask during your initial conversations with a prospective advisor. If you’re looking to hire a fiduciary financial advisor in Kansas City, here are 4 good questions to ask.
1. Are you a fiduciary at all times?
If an advisor doesn’t serve as a fiduciary at all times, it means they may offer you advice that benefits them more than it does you.
2. What are all of the ways you’re paid?
You want to be clear on how your advisor is getting paid and that your advisor isn’t incentivized or receiving commissions to sell you certain products or investments that could create a conflict of interest.
3. Have you ever been cited by a professional or regulatory body for disciplinary reasons?
This one is pretty self-explanatory. It’s important to know about an advisor’s disciplinary background. You can research individual advisors here.
4. What’s a good piece of non-investment advice you gave a client recently?
Wealth management & financial planning are not just about insurance & investments. Advisors versed in areas of tax, estate planning, workplace compensation, and cashflow planning should be able to pretty easily articulate a piece of advice they’ve recently provided that made a difference in their client’s financial plans.
Other Resources To Use in Finding a Wealth Advisor Near You
If the points listed above about what makes a good financial planner or wealth advisor align with your own beliefs, the links below are valuable resources in finding a fiduciary, fee-only financial planner near you.
Still curious to learn more? Check out the content below!
The #1 Hidden Retirement Risk You May Not Be Aware Of
Click Here to Learn More about Oread Wealth Partners!
