Best Financial Advisors in Overland Park

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
180+
Advisors
4.9/5.0
Average Rating

Overland Park Financial Landscape

With a population of 181,260, Overland Park is a key economic hub in the Kansas City metropolitan area. The city boasts a diverse economy with a focus on technology, healthcare, and retail.

Major industries
Technology, Healthcare, Retail
Population
181K (metro: 2.0M)
Median household income
$82,000
Unique needs
Overland Park requires tailored financial strategies to address its growing tech sector and housing market dynamics.
Market Insights
Economic Growth
According to BEA (2023), Overland Park's economy has shown consistent growth, driven by technology and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Overland Park is approximately $82,000, reflecting a strong local economy.
Advisor Specializations
Based on BLS (2023), financial advisors in Overland Park are increasingly specializing in tech and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Overland Park is competitive, with housing being the largest expense for residents.
Real Estate Market
According to Zillow (2024), Overland Park's real estate market is experiencing rapid appreciation, raising concerns about affordability.
Business Environment
According to Fortune (2024), Overland Park offers a favorable business climate, attracting startups and established firms alike.

Top 5 Financial Advisors in Overland Park

BSG Advisers - Overland Park
★ ★ ★ ★ ★ 5
Keen Wealth Advisors
★ ★ ★ ★ ★ 5
MOKAN Wealth Management
★ ★ ★ ★ ★ 5
Beyond Wealth
★ ★ ★ ★ ★ 5
Aspyre Wealth Partners
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Overland Park, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Overland Park-Specific Expertise
For Overland Park residents working in Technology, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Overland Park's tech sector growth needs diversification to mitigate economic risks. Real estate prices are rising, posing bubble risks. Prepare for severe weather events like tornadoes.

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