Ways to browse advisors serving Overland Park, KS

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Find advisors serving Overland Park, KS who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
2,019
Executive
1,491
Retired
1,371
Wealth management
1,110
Retirement plans for business owners (SEP, solo 401k)
1,097
Tax-loss harvesting
1,080
Retirement income strategy
1,046
Private / alternative investments
777
ESG / Sustainable investing
608
General retirement planning
598
Active portfolio management
478
College savings (529s, UTMA, etc.)
433
Options & derivatives strategies
392
Approaching retirement
317
General estate planning guidance
297
HENRY (High Earners, Not Rich Yet)
272
Cash flow / budgeting
271
Charitable giving & philanthropy
268
Income planning
244
Annuities
228
Multi-generational wealth transfer
195
Mid-Career Professionals
194
Social Security optimization
189
Concentrated stock management
178
Business ownership considerations
171
Business exit / sale strategy
155
Passive / index investing
139
Values-based investing
130
Real estate investing
114
Retirement withdrawal strategies
106
Debt management
104
General tax planning
96
Self-Employed
96
Business succession planning
91
Divorce financial planning
89
Financial Professional
63
Long-term care insurance
53
Equity compensation tax strategy
48
Tax strategies for small businesses
47
Military & Veterans
38
Planning for children with special needs
34
Attorney
33
Married/Couples/Partners
33
Parents
20
Established Professionals
19
Women Professionals
19
Equity Recipients (RS/RSU, SOP, ESPP)
16
Religious/faith focused
15
Doctor or Medical Professional
14
Life insurance needs analysis
11
Charitable giving tax strategies
8
Family Business
7
Young Families
7
Educators, Teachers, and Academics
6
Young Professionals
5
Medicare planning
3
Technology Professional
3
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