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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lees Summit is a tedious task to do. give you extensive options to compare best advisors in Lees Summit & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lees Summit?

Looking for a qualified financial advisor in Lees Summit? We can help you by narrowing down your options & listing the best financial advisors in Lees Summit as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Lees Summit near you with the list of certified and vetted Lees Summit financial advisors.

List of Qualified Financial Advisors in Lees Summit, Missouri


John Killoy

Edelman Financial Engines, LLC

1317 NE Douglas Street

Lees Summit, MO 64086
(816) 3470200


Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211
(913) 3396982


Steven Cox, CFA

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park, KS 66211
(913) 3230535


Marc Wilborn, FSA

Wilborn Advisors

6800 College Boulevard Suite 630

Overland Park, KS 66211
(913) 8279957


Douglas C. Black CFP® Founder

Larson Financial Services Inc.

4501 College Boulevard Suite 260

Leawood, KS 66211
(913) 4282233


John Killoy

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park, KS 66210
(913) 3382323


Timothy Walla, CFP®, NSSA®

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213
(913) 5433836


James Claiborne, CFS, ChFC

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park, KS 66210
(913) 9489489


Gerald Steffes, CPA/PFS, CFP®, AIF®

Steffes Financial, Ltd.

8655 College Boulevard

Overland Park, KS 66210
(913) 7221111


Christopher Stakley, CFP®, MBA, AIF®

Steffes Financial Ltd

8655 College Blvd

Overland Park, KS 66210
(913) 7221111


John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158
(816) 4152722

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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