Top Financial Advisors in Kansas City, MO

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Modern Wealth Management primarily works with individuals and high-net-worth individuals, but also serves trusts, estates, charitable organizations, pension and retirement plans, corporations and other institutional clients. Its Public Safety Financial division serves first responders, government employees and military personnel. Modern Wealth Management generally requires $250,000 in investable assets per household. This minimum may be waived or negotiated, and certain programs or third-party money managers may have different minimums.

The firm’s services include discretionary and non-discretionary investment management, financial planning, tax planning, estate planning, insurance needs analysis, risk management planning, retirement plan consulting and held-away asset management. It also offers modular planning services, company retirement plan services, access to third-party money managers and education or participant advice for certain governmental and public safety plans.

Modern Wealth Management generally uses strategic asset allocation as its primary investment approach, while incorporating tactical and defensive strategies when appropriate. Its analysis may include fundamental, technical and quantitative research, as well as third-party manager research and risk tolerance technology. Client portfolios may include model portfolios, mutual funds, ETFs, stocks, bonds, U.S. Treasuries, money market funds, cash equivalents and alternative investments when suitable.

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Prairie Capital Management is the next firm on our list of the top-rated financial advisors in Kansas City. Its clients are mostly high-net-worth individuals, with the rest being pooled investment vehicles, charitable organizations and businesses. The firm doesn't use an asset minimum, but rather a $30,000 minimum annual fee for new clients. As a result, a client would need to have $3 million in assets under management (AUM) in order to receive advisory services for the standard asset-based fee of 1%. 

The firm's services include creating investment policy statements, conducting asset allocation studies, selecting and monitoring investment managers and funds, and managing accounts on a discretionary or non-discretionary basis. The staff includes advisors with certified public accountant (CPA), chartered financial analyst (CFA) and certified trust and financial advisor (CFTA) designations. With more than $6.6 billion in assets under management (AUM), Prairie Capital Management manages more money than all other firms on this list combined. 

Prairie Capital employs a comprehensive investment strategy that includes investment charting, fundamental analysis, technical analysis and cyclical analysis. For accounts utilizing a multi-manager, multi-strategy approach, Prairie Capital conducts quarterly evaluations of investment managers, analyzing their performance and style index results. The firm’s process involves direct contact with managers, reviewing their materials and holding personal meetings with key principals and portfolio managers.

Prairie Capital allocates client assets into separate investment portfolios managed by selected portfolio managers, investing in registered and private investment companies or individual accounts. The firm continuously monitors and adjusts these allocations, maintaining regular communication with portfolio managers to assess performance. 

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Atwood & Palmer operates on a fee-only basis, meaning neither the firm nor its advisors receive additional compensation for selling financial products or services. The firm caters to a diverse clientele including individuals, high-net-worth individuals pension and profit-sharing plans, charitable organizations, corporations, trusts and other business entities.

Notably, the firm does not require a minimum account size to engage their services. The Atwood & Palmer team features at least three chartered financial analysts (CFAs). 

In addition to discretionary investment management, the firm offers a comprehensive suite of financial planning services that may include: retirement planning, risk management, college savings, cash flow analysis, Social Security optimization, debt management, charitable giving strategies, work benefits coordination and estate and incapacity planning.

Atwood & Palmer relies on a diverse set of investment strategies to cater to various investor needs, including long-term and short-term purchases, options strategies and exposure to international and emerging markets.

Typically, the firm invests in stocks, ETFs, and fixed income securities. However, they may recommend certain clients invest in alternative assets like like private equity funds, hedge funds, commodity pools and other private placements.

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Pandi operates on a fee-only basis, meaning neither the firm nor its advisors receive additional compensation for selling financial products or services. The firm works with families, individuals, trusts, institutions, private foundations and private companies owned and controlled by family clients. Pandi does not require a minimum amount of assets to open or maintain an advisory account. However, certain investment strategies or sub-advisers may have their own minimum investment requirements.

The firm’s services include investment consulting, discretionary and non-discretionary investment advisory services, outsourced CFO consulting, financial planning analyses and family office investment services. Financial planning services may cover cash flow, income needs, asset allocation, retirement, life insurance, charitable giving, estate and wealth transfer and business succession.

Pandi’s approach may include diversification, rebalancing, tax-loss or gain harvesting and maintaining cash positions as a hedge against market movement.  Pandi generally builds portfolios using asset allocation across equities, fixed income and cash. Portfolios may also include mutual funds, ETFs, individual securities and alternative investments.

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Craft & Sage Wealth is a fee-based firm whose advisors may earn commissions when advisory clients purchase insurance through them. While this is a conflict of interest, the firm has a fiduciary duty to act in the client’s best interest.

As for its client base, Craft & Sage works with individuals, high-net-worth individuals, as well as pension and profit-sharing plans. The firm also offers services to trusts and estates. While Craft & Sage itself does not impose a minimum account size, third-party managed programs may have varying minimum requirements depending on the manager.

The firm’s team of advisors holds several financial credentials, including the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), chartered financial consultant (ChFC), certified funds specialist (CFS), and certified investment management analyst (CIMA) designations.

The firm offers a variety of services and can advise clients on a number of topics, including retirement planning, wealth management and investment analysis, real estate, tax reduction strategies, estate planning, education planning, insurance and risk management, employee benefits and business continuation planning.

Craft & Sage employs a variety of investment strategies, including long-term purchases, short-term purchases and strategic asset allocation. When building a portfolio, the firm takes into account the client's current financial situation, their goals and their risk tolerance. This personalized approach seeks to align the client's investment plan with their unique needs and objectives.

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Buttonwood Financial Group works with individuals, families, businesses, pension and profit-sharing plans, defined benefit and defined contribution plans, charitable organizations, foundations, endowments and trusts. Buttonwood Financial Group does not currently require a minimum account size, though it reserves the right to impose a minimum or decline an account in the future.

Buttonwood Financial Group is fee-based because it may receive third-party compensation through an arrangement with Mutual Group, as well as non-cash economic benefits from BlackRock. While this is a conflict of interest, the firm has a fiduciary duty to act in the client’s best interest. The firm does not receive compensation for insurance referrals and does not charge performance-based fees.

The firm offers financial planning, investment management, Simplicity360 services and ERISA Section 3(38) investment management services. Its planning services may include retirement planning, tax strategy, insurance planning, business strategy consulting, estate and legacy consulting, multigenerational wealth planning, cash flow strategies and coordination of a client’s broader financial life.

The firm generally builds client portfolios around strategic asset allocation and globally diversified portfolio construction. Its investment process may incorporate client-specific investment policy statements, tax management, tax-loss harvesting, fundamental and technical analysis, model portfolios and ongoing portfolio rebalancing.

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Sarver Vrooman Wealth Advisors is a fee-only advisory firm founded in 2019 and registered with the SEC in 2024. The firm primarily works with individuals and high-net-worth individuals, but also serves charities, corporations and other businesses. 

The firm offers investment management, financial planning, and retirement plan services. Its investment management services include developing client objectives, allocating assets, monitoring portfolios and providing discretionary or non-discretionary trading. Retirement plan services are available to sponsors of 401(k), 403(b), pension and profit-sharing plans. Financial planning covers areas such as retirement strategy, cash flow, estate considerations and risk management.

Sarver Vrooman has a relatively small advisory team that holds a range of financial credentials, including the Chartered Financial Analyst (CFA), chartered retirement planning counselor (CRPC), certified investment management analyst (CIMA) and certified private wealth advisor (CPWA) designations. 

The firm's investment strategies rely on fundamental, technical, charting and cyclical methods of analysis. Portfolios are designed based on the client's goals, time horizon and risk tolerance. The firm emphasizes diversification and long-term perspective while monitoring portfolio risks, including market volatility, interest rate changes, inflation and liquidity constraints.

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Mader & Shannon Wealth Management is a fee-based practice with several credentialed advisors on staff. These certifications include the Certified Financial Planner (CFP), chartered life underwriter (CLU), chartered financial consultant (ChFC) and chartered market technician (CMT) designations. 

Mader & Shannon does not require a minimum amount of assets to open an account. It primarily serves non-high-net-worth individuals. However, the firm does also serve high-net-worth clients, other investment advisors, pension and profit-sharing plans, as well as other businesses or corporations.

As for services, the firm offers a mix of discretionary asset management, retirement planning and financial consulting. The firm manages client portfolios primarily through active investment in securities, while also offering financial planning that evaluates net worth, tax liabilities, retirement and estate plans. Additionally, it provides expert witness services on securities matters, research and analysis.

The applies an active management approach, primarily investing in individual securities traded on major U.S. exchanges. Its analysis draws on fundamental, technical, historical and cyclical factors, using independent research services and corporate reports to inform its investment decisions. The firm emphasizes relatively liquid securities and seeks long-term tax advantages, but it may use short-term trading or ETFs in certain market conditions.

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Sterneck Capital Management is a fee-only practice that primarily works with individuals and high-net-worth individuals. It also works with charitable organizations and businesses. The list of account services offered by Sterneck is extensive. The firm provides investment management and financial planning services, retirement plan rollover recommendations, as well as executive coaching.

There is a $500,000 minimum account size requirement at Sterneck Capital. However, this minimum is negotiable. The small staff of advisors includes at least one Certified Financial Planner™ (CFP®). 

Sterneck Capital typically invests its client assets in stocks, mutual funds, exchange-traded funds (ETFs), master limited partnerships (MLPs), real estate investment trusts, bonds and mortgage-backed and index-linked notes. The firm emphasizes fundamental analysis, focusing on acquiring shares of fundamentally sound companies at the right price, with a long-term investment approach. SCM states in its firm brochure that it often "buys on weakness and sells on strength."

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Founded in 1988, Nicholson Meyer Capital Management is the oldest firm on this list. The fee-only investment advisory practice provides investment management, retirement plan advisory services and financial consulting to a client base made up of individuals, high-net-worth individuals, charities and government entities. Nicholson Meyer's financial consulting services may address retirement planning, tax planning, estate considerations, insurance and broader financial goals.

The firm has a Certified Financial Planner™ (CFP®) and a certified investment management analyst (CIMA) on staff. As a fee-only practice, neither the firm nor its advisors sell third-party financial products or services on a commission basis. The firm's revenue comes solely from the fees that clients pay for advice. 

Based on a client’s risk tolerance and financial goals, Nicholson Meyer primarily builds portfolios with stocks, bonds, ETFs and mutual funds. The firm may also consider specific investments based on a screening process that considers factors like performance, internal fees and manager tenure.  

The firm generally makes long-term security purchases, but makes short-term purchases when deemed appropriate. NCM states, "Because some of these investment strategies involve certain additional degrees of risk, they will only be recommended when consistent with the client’s stated tolerance for risk."