Top financial advisors in Overland Park, 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 Overland Park, 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 that can disrupt your family's legacy.
- Succession planning insight. Look for advisors who can explain strategies for smoothly transferring ownership of farms or family businesses.
- Tax impact awareness. Confirm they consider local and federal tax rules that affect land and business transfers.
- Generational communication. Ask how they help families navigate sensitive conversations about inheritance and control.
- Long-term asset management. Ensure they plan beyond the transfer, focusing on preserving value for future generations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Greggory G
Series 66
Overland Park, KS
Ameritas Advisory Services, LLC
Greggory Glass in Overland Park, KS, offers expertise in retirement plans for business owners and wealth management, which can support succession planning for family businesses and agricultural land. His affiliation with Ameritas Advisory Services, a large firm providing flat-fee financial planning and diverse investment strategies, distinguishes him from others by combining personalized service with broad institutional resources.
Experience: 13 years
Avg account: $448,118
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Steve M
CFP®, Series 63
Overland Park, KS
Regal Investment Advisors LLC
Steve Mankameyer's 42 years of experience and CFP® certification equip him to address complex succession planning and tax considerations for agricultural land and family businesses in Overland Park, KS. His independent status and flat-fee options, combined with expertise in active portfolio management and options strategies, distinguish him from others by offering tailored investment approaches alongside generational asset transfer planning.
Experience: 42 years
Avg account: $332,705
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Lance H
CFP®, Series 63, Series 65
Overland Park, KS
OSAIC
Lance Harshbarger, a CFP® with 28 years of experience in Overland Park, KS, is well-equipped to assist with succession planning for agricultural land and family businesses. His affiliation with OSAIC, a large firm offering diverse advisory services and technology-driven investment processes, combined with his flat-fee structure and expertise in annuities, distinguishes him from other advisors in the area.
Experience: 28 years
Avg account: $398,336
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Mark J
Series 63, Series 65
Overland Park, KS
Tax Advantage Advisors, Inc.
Mark Januszewski offers over three decades of experience in tax planning and financial advisory in Overland Park, KS, making him well-equipped to address complex succession planning for agricultural land and family businesses. His firm employs model-based portfolios emphasizing diversification and low-expense share classes, with negotiable flat fees and a focus on discretionary account management, distinguishing him from advisors with standard fee structures or less flexible investment approaches.
Experience: 34 years
Avg account: $449,386
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Brett R
Series 63, Series 65
Overland Park, KS
Edward Jones
Brett Rogers specializes in multi-generational wealth transfer and tax-loss harvesting, making him well-suited for managing family business and agricultural land succession in Overland Park, KS. With 17 years of experience and affiliation with Edward Jones, a large full-service firm serving over four million clients, he offers a comprehensive wealth management approach with an annual program fee up to 1.35% AUM.
Experience: 17 years
Avg account: $246,728
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