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When it comes to planning for your financial future, working with a knowledgeable advisor can make a significant difference. Kansas City is home to a wide range of financial professionals who offer services such as retirement planning, investment guidance, estate strategies, and overall financial planning. Each advisor or firm brings a unique approach based on their experience, focus areas, and client philosophy.
This list presents a variety of financial advisors located in Kansas City, offering a starting point for individuals and families exploring their options. It’s designed to help you compare offerings, evaluate your needs, and find a financial partner that aligns with your personal goals and financial priorities.
1. Wright Richard M
Gilmore & Bell, P.C., established in 1979 and headquartered in Kansas City, Missouri, is a leading public finance law firm in the United States. The firm primarily represents governmental entities and 501(c)(3) organizations, assisting with financing alternatives such as bond and lease transactions, economic development incentives, and public-private partnerships. For over 30 years, Gilmore & Bell has consistently ranked in the top 10 nationally for the number of bond counsel opinions rendered on municipal bond issues. With additional offices in Missouri, Kansas, Nebraska, Utah, and Illinois, the firm combines national strength with trusted local partnerships to serve clients effectively.
Phone: +1 816-221-1000
Email: rdewitt@gilmorebell.com
Address: 2405 Grand Blvd #1100, Kansas City, MO 64108
Website: http://www.gilmorebell.com/
2. Gg & Company/The Mecca Business Group
G&G Company/The Mecca Business Group, based in Kansas City, Missouri, is a business consulting firm dedicated to assisting local businesses in achieving growth and expansion. The firm offers a comprehensive range of services, including business management, operations, community and public relations, supervisory and staff search, and minor home repair through its construction division. Additionally, they operate a boutique focusing on business and after-hours attire. Their client-centric approach emphasizes collaboration to develop effective strategies tailored to each organization’s unique needs.
Phone: +1 816-448-3777
Email: owensmsgg@gmail.com
Address: 2300 Main St #900, Kansas City, MO 64108
Website: https://gg-company-the-mecca-business-group.ueniweb.com/
3. Urban Financial Group Inc
The Urban Financial Services Coalition of Greater Kansas City (UFSC-GKC) is a non-profit membership-based organization primarily composed of professionals in the financial services industry. The coalition is dedicated to offering unique opportunities for professional development to its underrepresented members and aims to influence financial conditions in underrepresented communities within the Greater Kansas City area. UFSC-GKC provides a variety of programs, including scholarships, mentorship, empowerment sessions, and community engagement initiatives, all designed to foster economic empowerment and career advancement among minority professionals.
Phone: +1 816-756-5500
Email: ufscgkc.marketing@ufscgkc.org
Address: 1201 Walnut St, Kansas City, MO 64106
Website: http://ufsckansascity.org/
4. Crossroads Capital
Crossroads Capital, LLC, established in 2016, is a research-driven, value-centric investment manager based in Kansas City, Missouri. The firm serves as the investment advisor to Crossroads Capital Investment Partners, LP, a value-oriented long-bias equity fund focused on identifying mispriced emerging compounders and special situations. Their objective is to produce above-average risk-adjusted net returns that outperform major equity indices on an absolute basis over five-year intervals. The firm’s headquarters are located at 1828 Walnut St, Kansas City, MO 64108.
Phone: +1 816-610-2437
Email: contact@crossroadscap.io
Address: 1828 Walnut St, Kansas City, MO 64108
Website: http://www.crossroadscap.io/
5. Planners for Financial Success Len Hempen
Planners for Financial Success is an independently managed financial services firm located in Kansas City, Missouri. Led by owner and financial advisor Len Hempen, the firm offers personalized services tailored to individuals and small business owners at various life stages. Their comprehensive offerings include tax preparation, financial planning, investment advice, and trade implementation. With a commitment to delivering unique investment strategies and individualized attention, Planners for Financial Success aims to help clients pursue their financial goals effectively.
Phone: +1 816-741-2858
Email: len@plannersffs.com
Address: 8012 NW 76th Terrace, Kansas City, MO 64152
Website: http://www.plannersforfinancialsuccess.com/
6. Ehler Financial Group
Ehler Financial Group, founded in 1992 and based in Liberty, Missouri, is dedicated to empowering clients through personalized financial strategies delivered with the “heart of a teacher.” The firm emphasizes education to demystify financial concepts, enabling clients to make informed decisions about their financial futures. Their services include comprehensive financial planning, investment advisory, and wealth management, all tailored to align with individual goals and circumstances. The team, led by President John Ehler, is committed to building long-term relationships grounded in trust and transparency.
Phone: +1 816-436-0106
Email: john.ehler@prudential.com
Address: 1528 NE 96th Street, Suite A, Liberty, MO 64068
Website: https://www.ehlerfinancialgroup.com/
7. Kingsbridge Capital Partners
Kingsbridge Capital Partners, headquartered in Kansas City, Missouri, is a boutique lower middle-market investment banking firm dedicated to serving business owners of privately held companies with revenues up to $100 million. Their comprehensive suite of services includes seller and buyer representation, exit and succession planning, value enhancement consulting, business valuations, and machinery and equipment appraisals. Emphasizing confidentiality and collaboration, Kingsbridge selects advisors renowned for their extensive experience, education, and exceptional ethics. With a commitment to guiding clients through complex financial landscapes, the firm aims to build bridges toward their clients’ desired financial outcomes.
Phone: +1 816-522-0929
Email: laura.ward@kingsbridgecapitalpartners.com
Address: 2300 Main St Ste 900, Kansas City, MO 64108
Website: https://kingsbridgecapitalpartners.com/
8. Midwest Trust Co
Midwest Trust Company, founded in 1993 and headquartered in Overland Park, Kansas, is an independent, state-chartered trust company dedicated to providing personalized wealth management solutions. With an office in Kansas City, Missouri, the firm offers a comprehensive range of services, including investment management, trust and estate administration, corporate trustee services, charitable planning, and family office solutions. Midwest Trust emphasizes a client-centric approach, collaborating closely with clients’ financial advisors, accountants, and attorneys to develop tailored strategies that align with individual goals and values. Their team of experienced professionals is committed to delivering high-quality fiduciary services, ensuring clients’ wealth is managed and preserved according to their wishes.
Phone: +1 816-329-1593
Email: resumes@midwesttrust.com
Address: 4520 Main St Ste 175, Kansas City, MO 64111
Website: http://midwesttrustmo.com
9. Prairie Capital Management LLC
Prairie Capital Management Group, LLC, established in 1995 and headquartered in Kansas City, Missouri, is an SEC-registered investment advisor offering objective, customized, and innovative wealth management services. The firm serves high-net-worth and ultra-high-net-worth individuals, family offices, foundations, endowments, and other institutions across the United States. Their comprehensive suite of services includes investment management, financial planning, tax and estate planning coordination, and other family office services. Prairie Capital emphasizes a client-centric approach, working closely with clients to develop tailored strategies that align with their financial goals and values.
Phone: +1 816-531-1101
Email: amarr@prairiecapital.com
Address: 4900 Main St Suite 700, Kansas City, MO 64112
Website: http://www.prairiecapital.com/
10. Northwestern Mutual: Transcend Wealth Management
Transcend Wealth Management, located in Kansas City, Missouri, is a financial advisory practice affiliated with Northwestern Mutual. The team, including Wealth Management Advisor Lance Trammell, offers a comprehensive range of services such as retirement planning, estate planning, business planning, investment solutions, and insurance planning. Their client-centric approach focuses on understanding each individual’s financial goals to develop tailored strategies that align with their aspirations.
Phone: +1 816-412-1536
Email: transcendwm@nm.com
Address: 2345 Grand Blvd., Ste 2000, Kansas City, MO 64108
Website: https://www.transcendwealthmgmt.com/
Finding the Right Fit in Kansas City
Financial advising is not a one-size-fits-all service. The right advisor for one person may not be the best choice for another, which is why it’s important to carefully consider your options. Kansas City’s financial professionals reflect a broad spectrum of styles and specialties, giving you the flexibility to find someone who matches your approach to planning, communication, and long-term strategy.
Take the time to review each advisor’s offerings, ask the right questions, and trust your instincts. Choosing a financial advisor is a personal decision—and finding one who supports your vision can help you move forward with greater clarity and confidence.
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