Overland Park (KS) Financial Advisors

Financial planning and investment management are important in protecting wealth and reaching personal financial goals for Kansas business owners and well-positioned individuals and families. Many hesitate to work with a financial planner because of past experiences where value and guidance were limited. You may have concerns about being sold a one-size-fits-all investment vehicle rather than a customized, holistic plan that prioritizes your immediate and long-term objectives.

In today’s world, a comprehensive financial plan must focus on you and your goals while including investment options with an acceptable risk tolerance. You should also expect regular communication with your financial advisor and ongoing check-ins to review performance, discuss ideas, and navigate changes that may impact progress toward your goals.

For this reason, it is essential to work with an Overland Park wealth management consultant focused on understanding individual needs, preferences, and goals before determining the most effective and practical options.

Kansas Wealth Management Experience

Adams Brown Wealth Consultants is a top-rated wealth management and financial planning firm with experience helping businesses, business owners and families navigate financial and retirement planning. As true holistic advisors focused on the whole picture, we focus on protecting your wealth, working together to help achieve your goals and educating you on appropriate investment options while regularly monitoring results. Whether this is your first time seeking financial planning guidance or you are looking for a new advisor, our team stands ready to assist.

Overland Park Financial Planning Services

  • Insurance & Risk Management Solutions —  Help ensure your goals and wishes are met with disability income insurance, life insurance, long-term care insurance and key person insurance.
  • Personal Financial Planning & Wealth Management — Holistic financial planning can open up many possibilities now and in the future. Solutions include cash flow planning, debt management, investment solutions, retirement planning, estate planning and business succession planning.
  • Investment Services — Various investment options include bonds, stocks, exchange-traded funds, index funds, treasury bills, government securities, treasury notes and variable annuities.
  • Retirement Plans — Services range from startup, selection and implementation of a first-time plan or switching to a new provider.

Map of Overland Park (KS)

About Overland Park (KS)

Nestled in the heart of the Kansas City metropolitan area, Overland Park has cultivated a business community that embodies a vibrant blend of history, innovation and community spirit. The Overland Park Chamber of Commerce, a cornerstone of the local business landscape, is pivotal in fostering economic success. It serves as a bold voice for businesses offering resources, advocacy and a platform for networking to its members. The Chamber aims to drive economic prosperity within the city and across the county and state.

Downtown Overland Park (DOP), the city’s historic center, embodies neighborhood charm infused with individual style making it an attraction for residents and visitors. With nearly 300 locally owned and operated businesses, this area seamlessly integrates its quaint past with modern, vibrant community life. Here, historical and contemporary elements coexist to create a livable, walkable and engaging downtown that serves the local population while drawing in visitors. From diverse food options and arts to friendly local businesses, DOP boasts an inclusive atmosphere that celebrates this unique community.