Best Financial Advisors in Lenexa

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
5/5.0
Average Rating

Lenexa Financial Landscape

Lenexa's economy is diverse, with a strong presence in technology, healthcare, and retail sectors. The city benefits from its proximity to Kansas City, enhancing its economic opportunities.

Major industries
Technology, Healthcare, Retail
Population
50.3K (metro: 2.9M)
Median household income
$85,000
Unique needs
Lenexa requires a focus on sustainable growth, affordable housing, and infrastructure improvements to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Lenexa's economy has shown a steady growth rate of 3.5% annually, driven by technology and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Lenexa is approximately $85,000, reflecting a well-educated workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Lenexa are increasingly specializing in retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lenexa's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Lenexa's real estate market is competitive, with home prices rising by 8% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Lenexa's business climate is favorable, with low taxes and a supportive local government for startups.

Top 5 Financial Advisors in Lenexa

Dogwood Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brian J Hamilton, CFP®|CEPA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jeremiah Wright, CFP®|AAMS®
★ ★ ★ ★ ★ 5
LFS Wealth Advisors
★ ★ ★ ★ ★ 5
Lighthouse Financial Strategies
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Lenexa, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Lenexa-Specific Expertise
For Lenexa residents working in Technology, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Lenexa's tech and retail sectors face competition risks; housing market may see bubble concerns. Tornadoes and flooding are natural risks; diversify economy for stability.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Kansas locations

Wichita Overland Park Kansas City Olathe Topeka Lawrence Shawnee Manhattan