Best Financial Advisors in Shawnee

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
4.9/5.0
Average Rating

Shawnee Financial Landscape

Shawnee's economy is diverse, with significant contributions from retail, healthcare, and manufacturing sectors. The city benefits from its proximity to Kansas City, enhancing its economic prospects.

Major industries
Retail, Healthcare, Manufacturing
Population
64.3K (metro: 2.5M)
Median household income
$76,000
Unique needs
Shawnee requires tailored financial advice due to its unique economic landscape and family-oriented community.
Market Insights
Economic Growth
According to BEA (2023), Shawnee's GDP growth is steady, driven by retail and healthcare expansions, reflecting a resilient local economy.
Wealth Demographics
According to Census (2023), the median income in Shawnee is $76,000, indicating a stable and affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Shawnee are increasingly focusing on retirement planning and estate management.
Local Considerations
Cost of Living
According to BLS (2024), Shawnee's cost of living is competitive, making it an attractive option for families and retirees.
Real Estate Market
According to Zillow (2024), Shawnee's real estate market is experiencing moderate growth, with home prices rising steadily but not excessively.
Business Environment
According to Fortune (2024), Shawnee's business climate is favorable, with supportive local policies encouraging entrepreneurship and investment.

Top 5 Financial Advisors in Shawnee

Canvas Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jason W Haney
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kevin E Makalous, CFP®
★ ★ ★ ★ ★ 5
Dogwood Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Shawnee, 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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Shawnee-Specific Expertise
For Shawnee residents working in Retail, Healthcare, Manufacturing, 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
Shawnee's economy relies on retail and healthcare; diversify investments to mitigate sector risks. Monitor housing market trends to avoid bubbles, and prepare for tornado risks.

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Find Financial Advisors in Nearby Cities

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Wichita Overland Park Kansas City Olathe Topeka Lawrence Shawnee Manhattan