Top financial advisors in Lenexa, KS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own agricultural land or a family business in Lenexa, KS, you might need an advisor who understands how to plan for passing these assets to the next generation. Without this expertise, you risk costly tax consequences or disputes among heirs.
- Succession planning knowledge. Confirm how they approach transferring agricultural land or family businesses smoothly to avoid legal or tax pitfalls.
- Tax strategy integration. Ask how they coordinate estate and income tax planning to protect your assets during ownership transitions.
- Experience with rural assets. Look for advisors familiar with the unique challenges of managing and valuing farmland and family enterprises.
- Generational communication. Check if they facilitate discussions among family members to align goals and prevent conflicts during succession.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles O
Series 66
Lenexa, KS
Integrity Alliance, LLC
Charles O'Neill in Lenexa, KS, offers financial planning with flat fees up to $50,000 and hourly consulting rates, suitable for clients needing clear cost structures. His firm, Integrity Alliance, LLC, supports diverse clients including corporations and retirement plans, providing continuous asset management and access to third-party managers, which may benefit those managing complex family business or agricultural assets.
Experience: 5 years
Avg account: $454,036
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Michael W
Series 63, Series 65
Overland Park, KS
Tlg Advisors, Inc.
Michael Westerfield's 21 years of experience and expertise in wealth management, estate planning, and business ownership considerations equip him to address succession planning for agricultural land or family businesses near Lenexa, KS. Operating from a large firm managing $2 billion in assets, he offers flat-fee and AUM-based pricing, combining active portfolio management with Modern Portfolio Theory, which may appeal to clients seeking both personalized planning and structured investment strategies.
Experience: 21 years
Avg account: $430,112
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Sydney P
Series 66
Lenexa, KS
AE Wealth Management, LLC
Sydney Pemberton in Lenexa, KS, offers expertise in tax-loss harvesting and retirement plans for business owners, which can support succession planning for family businesses and agricultural land. Affiliated with AE Wealth Management, a large SEC-registered firm, Sydney provides flat-fee and negotiable AUM fee structures, serving diverse clients with model portfolios and discretionary asset management, distinguishing him from advisors with smaller firm resources.
Experience: 7 years
Avg account: $387,358
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Rory J
CFP®, Series 63, Series 66
Lenexa, KS
Dogwood Wealth Management, LLC
Rory Jones in Lenexa, KS, offers expertise in wealth management and tax-loss harvesting, supported by 16 years of experience and CFP® certification, which suits clients needing strategic succession planning for family businesses or agricultural land. His firm uses a long-term asset allocation approach with low-cost ETFs and provides flexible fee options including flat fees and hourly rates, distinguishing him from advisors with more traditional fee structures.
Experience: 16 years
Avg account: $1,103,841
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John J
Series 66
Lenexa, KS
Edward Jones
John Johnson's expertise in multi-generational wealth transfer and tax-loss harvesting suits clients in Lenexa, KS, looking to manage family business or agricultural land succession. Affiliated with Edward Jones, a large firm with over 23,000 advisors, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, differentiating him through access to extensive resources despite his relatively recent industry experience.
Experience: 3 years
Avg account: $246,728
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