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Showing 1 - 12 of 24 results
ADVISORS EXCEL, LLC
ADVISORS EXCEL, LLC
Topeka, Kansas
500+ employees
Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing"​ - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.
Retirement Benefits Rank
Market Laggard
PROSPERITY ADVISORS, LLC
PROSPERITY ADVISORS, LLC
Overland Park, Kansas
51-200 employees
Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "​... it is only by helpings OTHERS prosper, that we prosper ourselves..."​ Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.
Retirement Benefits Rank
Market Competitive
GREAT PLAINS TRUST COMPANY
GREAT PLAINS TRUST COMPANY
Overland Park, Kansas
11-50 employees
No one helps manage your money better. For more than 25 years, Great Plains, a Kansas City-based firm, has specialized in growing and protecting wealth, from asset management to estate and pension planning, wills, trusts and retirement. Our clients are individuals and small-business owners, in the Kansas City area and across the nation, working to secure a better future for their families and employees. With our help, people can protect the assets they have now as well as any inheritance they receive, or leave to loved ones, in the future. When you choose Great Plains, you're partnering up with people who have built real wealth and real businesses for themselves as well as customers. They know firsthand what it takes to face the challenges that individuals and business owners face. It's what makes Great Plains the first name in wealth management. And it's always on a first-name basis. In recent years, our customers have turned to Great Plains of South Dakota for trust management services as well. Great Plains established its South Dakota branch in 2011 to take advantage of the state's favorable laws governing taxation, privacy and creditor protection. We work with clients across the country to ensure that their tailor-made estate plans are protected for future generations.
Retirement Benefits Rank
Market Leading
TRIUNE FINANCIAL PARTNERS, LLC
TRIUNE FINANCIAL PARTNERS, LLC
Overland Park, Kansas
11-50 employees
Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish your goals. For business owners: We simplify your 401(K) plan duties for you, so you can get back to your real work. For veterinarians: You face unique challenges as a vet practice owner, and we help you reduce anxiety, make wise decisions, and achieve your dream life. Let's have a free, no-obligation conversation to see if we're a good mutual fit.
Retirement Benefits Rank
Market Leading
MERITAGE PORTFOLIO MANAGEMENT INC.
MERITAGE PORTFOLIO MANAGEMENT INC.
Overland Park, Kansas
500+ employees
Some might say it's important to tell you that we've been around since 1985. Or that we've won a slew of awards ranging from Forbes'​ Platinum 400 Best Big Companies of America to being the recipient of Texas'​ Builder of the Year five times, or being named ENERGY STAR® Partner of the Year. But we're about practicality and doing things that actually make a difference in your life and the way you live. For instance, you're probably a lot more interested in knowing that Meritage builds new, beautifully designed, energy-efficient homes that can save you as much as 50% on your utility bills.* Or, that we were the first national top 10 homebuilder to have every home we build be 100% ENERGY STAR certified. That means it saves you energy and money. With more than 100,000 homes built, our focus, since day one, has been to build incredible new homes and communities in prime locations for fantastic prices. We build them for real people: People with families and those without; people with everyday, busy lives, and those who are now enjoying a more relaxed lifestyle. But more than anything, we build energy-efficient homes and communities for people who appreciate a home being built the way it can, and should, be built. For you it means having a new home that comes standard with ENERGY STAR features that save money and energy, month after month, at no extra cost to you. Our MISSION STATEMENT: To design and build homes that are innovative, built with care and superior craftsmanship, which deliver enduring value. To create an exceptional experience for our customers and employees through an environment of growth, collaboration and fun.
Retirement Benefits Rank
Market Leading
STEPP & ROTHWELL, INC.
STEPP & ROTHWELL, INC.
Overland Park, Kansas
11-50 employees
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Retirement Benefits Rank
Market Leading
PRISM FINANCIAL GROUP, L.L.C.
PRISM FINANCIAL GROUP, L.L.C.
Overland Park, Kansas
1-10 employees
Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide “Exceptional Service – Trusted Advice” for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client’s financial plan and investment portfolio. Check out the background of firms and investment professionals on SEC's Investment Adviser Public Disclosure site. https://www.adviserinfo.sec.gov/IAPD/Default.aspx Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.
Retirement Benefits Rank
Market Leading
KWMG, LLC D/B/A KEEN WEALTH ADVISORS
KWMG, LLC D/B/A KEEN WEALTH ADVISORS
Overland Park, Kansas
11-50 employees
KWMG, LLC dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company may only conduct business in those states where registered or where excluded/exempt or from licensure. The content of this platform is intended for the residents of the United States of America only. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for the company. Regulations generally prohibit testimonials and postings are subject to swift removal. Although we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that you will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For additional disclosures visit https://www.keenwealthadvisors.com/important-disclosures
Retirement Benefits Rank
Below Market
SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES, INC.
Overland Park, Kansas
11-50 employees
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple generations into the planning process to foster guidance and education for all members of the family. Our advisors are located in Kansas City, Naples, FL and Peoria, AZ. Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be. ► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. ► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.
Retirement Benefits Rank
Market Competitive
INTEGRATED WEALTH SOLUTIONS
INTEGRATED WEALTH SOLUTIONS
Overland Park, Kansas
11-50 employees
Marketing Coordinator Oct 2012- Present Insurance Coordinator Dec 2011- Oct 2012
Retirement Benefits Rank
Top Benefits
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BFG MANAGEMENT SERVICE, L.L.C.
BFG MANAGEMENT SERVICE, L.L.C.
Lenexa, Kansas
500+ employees
Founded in 1972, BFG Supply has a long history of serving the Green Industry including Professional Grower, Independent Lawn & Garden, Controlled Environment Agriculture and Hydroponic industries. As an established industry leader, BFG provides the highest levels of customer service, the broadest product range, and innovative technology solutions. BFG is a true single source supplier for all of your Green Industry needs from watering tools and control solutions to multi-acre fully integrated professional greenhouse structures. In a world full of change you can take comfort in knowing that BFG Supply is focused on caring for your business needs. We look forward to providing the best customer service in the industry and supporting the growth of our customers.
Retirement Benefits Rank
Below Market
CLAYTON FINANCIAL SERVICES, INC.
CLAYTON FINANCIAL SERVICES, INC.
Topeka, Kansas
11-50 employees
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-only—meaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients’ interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: • Pre-retirees and retirees • Young and mid-career professionals • Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP®, CFA®, FPQP®, and CIMA® designations. Our services include: • Asset management • Financial goal planning • Retirement planning • Employee benefit package analysis • Tax review and optimization • Higher education funding • Charitable giving • Insurance review • Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients’ life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.
Retirement Benefits Rank
Top Benefits