The 5 Best Financial Advisors in Kansas City [2026 Update]

Looking for a financial advisor that's going to have your best interests in mind? Here's our list of the Best Financial Advisors in Kansas City.

Oread Wealth Partners is a fiduciary, fee-only financial planning and wealth management firm in Kansas City. We help doctors, business owners, and those approaching retirement implement tax planning strategies, grow and safeguard their wealth, and most importantly, help align their finances with what's most important in their life.

We provide fiduciary advice and guidance, making sure you're making the right financial decisions to achieve your goals and to safeguard wealth. Knowing that we will be a fit for everyone, the list below is meant to provide you a place to start in searching for the very best financial planner or fiduciary financial advisor in Kansas City.

How Did I Choose These Advisors?

Having worked in financial planning and wealth management for the best part of a decade in Kansas City, I've met a variety of different advisors through the community. After evaluating firms based on client focus, fiduciary commitment, and service depth, I selected advisors that stand out. There are a lot of great advisors out there, but these are among the best for a few key reasons:

1. They are fiduciaries for their clients at all times, meaning the advice they provide is in the best interests of the client, not the advisor. Not every financial advisor has a fiduciary duty to the clients they work with 100% of the time, so it's important to search for one who does.
2. They are fee-only, meaning they don't charge commissions or get paid to sell products to their clients. Their revenue model minimizes conflicts of interest.
3. They or their advisory team members are CFP® professionals. Holding the Certified Financial Planner™ designation is generally a good indication of professional competence, dedication to ethics, and a commitment to ongoing education.

The 5 Best Kansas City Financial Advisors to Consider

1. Jason Newcomer, CFP®, EA, AIF® — Dogwood Wealth Management (Overland Park, KS): "What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life."
2. David Walsh, CFP® — Dynamic Wealth (Overland Park, KS): "Our approach to private wealth advice and management hinges on determining the exact purpose of your wealth. By understanding you and your needs, wants, and goals, we can best help you fulfill your wealth’s purpose."
3. Melissa Ellis, CFP®, CDFA — Sapphire Wealth Planning (Overland Park, KS): "Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth by exploring multiple options at the crossroads of your life."
4. Kyle Hill, CFP® — Hill-Top Financial Planning (Kansas City, MO): "As a fiduciary and fee-only advisor, I am passionate about working with young professionals and families (20's to 40's) who want to live a debt-free life and reach their financial goals."
5. Rusty Gallagher, CFP® -Mariner Wealth Advisors (Overland Park, KS): Part of one of the largest independent RIAs in the country, providing comprehensive financial planning, investment management, and wealth advisory services to clients across the Kansas City metro.

How Is Oread Wealth Partners Different from Other Wealth Management Firms?

There are 3 main reasons that Oread Wealth Partners is unlike other firms in the Kansas City area:

1. We focus on clients approaching or entering retirement. Our goal is to find opportunities for our clients to reduce their tax bill while also growing their wealth, while simultaneously offering life and retirement planning advice.
2. We don't shy away from complex client situations. Our founder has a unique combination of legal, business, and financial planning credentials that allows for integrated planning across tax, estate, and investment strategies.
3. We don't work with everyone. Providing value to the clients we work with is our mission and priority. We want to be very intentional about who we take on as a client to ensure we're providing valuable advice and guidance to everyone in our pipeline.

What Questions Should You Be Asking Before Working with a Financial Advisor?

Prior to working with a financial advisor, it's important to remember that not all are created equal. Here are some key questions to consider:

1. Are you a fiduciary at all times? — If an advisor doesn't serve as a fiduciary at all times, it means there may be instances where they offer advice that benefits them more than it benefits you.
2. What are the ways you're paid? — You want to be clear on how your advisor is getting paid and whether their compensation structure could create conflicts of interest.
3. Have you ever been cited by a professional or regulatory body for misconduct? — This is pretty self-explanatory but important to verify before entrusting someone with your financial future.
4. What's a good piece of non-investment advice you gave a client recently? — Wealth management and financial planning are not just about insurance and investments. Advisors versed in areas of tax, estate, insurance, workplace compensation, and cashflow planning should be able to provide a comprehensive view of a client's financial picture.

If the points listed above about what makes a good financial planner or wealth advisor align with your own beliefs, the links below are valuable resources in finding a fiduciary, fee-only financial planner advisor.

Curious to learn how working with a seasoned CFP® professional at Oread Wealth Partners can bring value to your unique financial situation? Let's talk.

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