Best Financial Advisors in Lee's Summit

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
90+
Advisors
4.7/5.0
Average Rating

Lee's Summit Financial Landscape

The economy of Lee's Summit is driven by a mix of retail, healthcare, and education sectors. Its proximity to Kansas City enhances its economic opportunities.

Major industries
Retail, Healthcare, Education
Population
93.2K (metro: 2.4M)
Median household income
$75,000
Unique needs
Lee's Summit requires a focus on sustainable growth, affordable housing, and infrastructure improvements to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Lee's Summit has seen a steady economic growth rate of 3.5%, driven primarily by local retail and service sectors.
Wealth Demographics
According to Census (2023), the median household income in Lee's Summit is approximately $75,000, reflecting a growing middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lee's Summit are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Lee's Summit's cost of living is 5% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Lee's Summit is competitive, with home prices rising 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Lee's Summit offers a favorable business climate with low taxes and incentives for small businesses, fostering entrepreneurship.

Top 5 Financial Advisors in Lee's Summit

Freedom Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brian Ross, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Capital Investment Management
★ ★ ★ ★ ★ 5
Rayhons Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lee's Summit, 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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Lee's Summit-Specific Expertise
For Lee's Summit residents working in Retail, Healthcare, Education, 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
Lee's Summit's retail and healthcare focus may face economic downturn risks. Housing market appreciation raises bubble concerns, and tornado risks necessitate disaster preparedness.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Missouri locations

Kansas City St. Louis Springfield Independence Columbia Lee's Summit O'Fallon St. Joseph