.jpeg)
Best Financial Advisors in Kansas City
Kansas City Financial Planners
Kansas City is a city that thrives on a mix of entrepreneurial grit, family-owned businesses, and a community-driven spirit that spans both Missouri and Kansas. From professionals saving for retirement to business owners navigating succession, financial advisors in Kansas City play a critical role in shaping financial futures. They bring clarity to complex financial questions and empower clients to move forward with confidence.
At Digital Reference, we don’t just list names — we curate. Our team evaluates advisors across professional credentials, client impact, and local contributions to create a trusted list. This ensures that the advisors we feature represent the best of Kansas City. To learn more about how we build curated lists like this, check out our about page or see how we elevate trusted professionals.
Our Selection Methodology - Kansas City Financial Advisors
🔹 Credentials & Education – We prioritized designations such as CFP®, CEPA®, CRPC®, and ChFC® that reflect technical expertise.
✨ Professional Achievements – Recognition, leadership positions, and standout career milestones were considered.
📌 Unique Approaches – Advisors with distinctive strategies in retirement planning, succession, or wealth management stood out.
🔹 Community Engagement – Involvement in Kansas City’s nonprofit, entrepreneurial, or educational communities mattered.
✨ Client-Centered Service – Advisors who prioritize transparency, education, and long-term relationships rose to the top.
🌟 Meet the Financial Advisors Making an Impact in Kansas City
🔶 Richard E. Witherspoon, CFP
Financial Advisor of GWN Securities, Inc. at Reliant Financial Services
Richard E. Witherspoon is a Certified Financial Planner (CFP®) with a strong reputation for helping Kansas City clients build long-term wealth strategies. His career has centered on tailoring plans that integrate investments, retirement goals, and estate considerations, ensuring his clients feel confident in every stage of life. Richard is especially respected for his steady approach and ability to translate complex financial markets into clear, actionable plans.
Why Richard stands out:
🔹 Decades of experience in financial planning and investment strategy
✨ Recognized for his ability to simplify complex concepts
📌 Builds trust with Kansas City clients through clarity and consistency
🔶 Ryan Noble, CFP®, CDFA
President | Wealth Manager | Partner at Prosperity Planning Inc
Ryan Noble is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), giving him unique expertise in helping clients through both wealth-building and transitional life events. He works with Kansas City families and individuals on retirement planning and wealth management, but he also supports clients facing divorce by ensuring financial stability during and after the process. His ability to guide people through emotionally charged decisions with financial clarity is a hallmark of his practice.
Why Ryan stands out:
🔹 Dual expertise in financial planning and divorce financial analysis
✨ Supports clients through major life transitions with empathy
📌 Recognized for balancing technical knowledge with compassionate advising
🔶 Tom Kaminski, CFP
Founder, Financial Planner, and Chief Compliance Officer of Twin Robins Capital, LLC
Tom Kaminski is a Kansas City-based Certified Financial Planner (CFP®) who works with individuals and families on building comprehensive financial plans. His expertise includes retirement readiness, investment management, and wealth preservation. Tom’s approach emphasizes collaboration, ensuring clients understand their options and feel ownership over their financial decisions.
Why Tom stands out:
🔹 Focuses on collaborative financial planning with clients
✨ Expertise in retirement and investment strategies
📌 Builds confidence by educating clients on their financial choices
🔶 Tracy L. St John
Founder and Financial Planner at Financial Avenues, LLC
Tracy L. St John has developed a strong reputation in Kansas City for providing thoughtful and personalized financial advice. Her focus includes retirement planning, wealth preservation, and helping clients navigate transitions with financial confidence. Tracy is particularly recognized for her ability to listen and create plans that reflect her clients’ personal values.
Why Tracy stands out:
🔹 Specializes in wealth preservation and retirement planning
✨ Known for her client-focused, personalized planning process
📌 Builds trust by aligning strategies with client priorities
🔶 Clint Haynes, CFP
Founder and President at NextGen Wealth
Clint Haynes is a Certified Financial Planner (CFP®) and one of Kansas City’s most visible advocates for practical, accessible financial planning. With years of experience in retirement readiness, wealth management, and financial education, Clint is passionate about making personal finance less intimidating. He has been featured in numerous media outlets for his insights, further amplifying his impact beyond his client base. His approachable personality and commitment to transparency make him a trusted advisor for individuals and families across the metro.
Why Clint stands out:
🔹 Known nationally for financial education and thought leadership
✨ Strong advocate for simplifying financial planning concepts
📌 Helps Kansas City families build confidence in their money decisions
🔶 Frank Sterneck
Founder and Chief Investment Officer at Sterneck Capital Management, LLC
Frank Sterneck brings decades of financial services experience to the Kansas City market, offering guidance rooted in both technical expertise and real-world business knowledge. His advisory focus includes wealth management, retirement strategies, and financial planning for professionals and business owners. Frank is respected for his disciplined, analytical approach and his ability to tailor solutions to each client’s unique needs.
Why Frank stands out:
🔹 Deep background in wealth management and financial planning
✨ Analytical and disciplined in creating client strategies
📌 Trusted advisor for Kansas City professionals and entrepreneurs
🔶 John T. Christy, CFP
Founder & Wealth Advisor at Craft & Sage Wealth
John T. Christy is a CFP® professional with a proven track record of guiding Kansas City clients through every stage of life’s financial journey. His expertise spans investments, retirement planning, and estate considerations, with a focus on helping families align their financial decisions with their long-term aspirations. John’s career reflects a steady commitment to building trust and ensuring his clients have a clear roadmap forward.
Why John stands out:
🔹 Combines investment, retirement, and estate strategies seamlessly
✨ Respected for building transparent, trust-based client relationships
📌 Longtime Kansas City advisor with multi-generational impact
🔶 Jeb Flynn, M.S., CFP
Senior Financial Planner at Keen Wealth Advisors
Jeb Flynn holds both a Master of Science degree and the Certified Financial Planner (CFP®) designation, combining academic expertise with practical advising. Based in Kansas City, Jeb works with individuals and families to develop strategies around investments, retirement income, and long-term planning. His analytical skills and educational background give him a strong foundation for crafting comprehensive solutions tailored to client goals.
Why Jeb stands out:
🔹 Advanced academic training in addition to CFP® certification
✨ Strong analytical approach to financial planning
📌 Builds comprehensive strategies grounded in research and client needs
🔶 Neil Connolly, CFP
Senior Financial Planner at Keen Wealth Advisors
As a Certified Financial Planner (CFP®), Neil Connolly provides Kansas City clients with structured, practical guidance on building wealth and preparing for retirement. His practice emphasizes long-term financial security, with particular attention to aligning investment strategies with client risk tolerance and goals. Neil is known for his straightforward, approachable communication style, which makes planning less daunting for clients at all stages of life.
Why Neil stands out:
🔹 Specializes in building long-term financial security
✨ Known for approachable and clear communication
📌 Helps clients create structured, goal-driven financial strategies
🔶 Kristine McKinley
Financial Planner and Owner of Beacon Financial Advisors, LLC
Kristine McKinley has built her Kansas City advisory career on a foundation of education and empowerment. Her work focuses on retirement planning, investment management, and helping families prepare for financial independence. Kristine is also active as a financial educator, offering workshops and resources that extend her impact beyond her client base. She is respected for her approachable teaching style and commitment to financial literacy.
Why Kristine stands out:
🔹 Strong advocate for financial education and literacy
✨ Balances advisory work with educational outreach
📌 Empowers Kansas City families to take control of their finances
🔶 Ted Chartier, CFP
Financial Planner and Partner at FCS Private Wealth Management
Ted Chartier, a Certified Financial Planner (CFP®), serves Kansas City clients with a focus on retirement planning, investment strategies, and risk management. His career is marked by a dedication to helping clients understand not just the “what” of financial planning, but also the “why.” Ted is known for his thorough, thoughtful approach and his ability to explain financial concepts in ways that empower informed decision-making.
Why Ted stands out:
🔹 Comprehensive focus on retirement and investment strategies
✨ Emphasizes client education alongside planning
📌 Known for his thoughtful and approachable communication style
🔶 Kyle Hill, CFP
Owner/CEO/Financial Planner at Hill-Top Financial Planning, LLC
Kyle Hill is a Kansas City-based Certified Financial Planner (CFP®) who works with professionals, families, and business owners to develop tailored financial strategies. His advisory approach integrates retirement readiness, investment planning, and wealth management, always with an eye toward long-term stability. Kyle is respected for his collaborative style and his ability to connect with clients on both financial and personal levels.
Why Kyle stands out:
🔹 Works with professionals, families, and entrepreneurs
✨ Known for collaborative and approachable planning methods
📌 Builds long-term stability through customized strategies
🔶 Sam Huet, CFP®, MSF
Financial Advisor at White Sand Wealth Management
With both a Master of Science in Finance (MSF) and the CFP® designation, Sam Huet combines advanced technical training with practical advising experience. His Kansas City practice focuses on retirement planning, investment management, and financial strategy for families and professionals. Sam is valued for his ability to connect technical planning with real-world application, giving clients clarity and confidence.
Why Sam stands out:
🔹 Advanced academic training combined with CFP® expertise
✨ Specializes in retirement and investment planning
📌 Bridges technical strategies with real-world client needs
Financial Advisors and Kansas City’s Financial Future
Kansas City’s financial advisors play a vital role in strengthening the region’s families, businesses, and communities. They offer the technical skills, personalized strategies, and local insights that help clients make confident decisions about their futures.
At Digital Reference, our mission is to highlight professionals who truly make an impact. For more resources and insights, explore Digital Reference and see how we’re shaping trusted, digital-first directories for local expertise.
Unlock insights that drive stronger strategies and leadership clarity. Explore more from Digital Reference:
- Finance & Accounting Consultants: What Do They Do?
- Finance Executives & What They Do
- Finance Professionals: What Are They and What Do They Do?
- Financial Advisors in the USA to Watch For
Financial advisors in Kansas City show how expertise, empathy, and strategy can shape financial confidence for families, entrepreneurs, and organizations alike. Their ability to blend technical precision with genuine care transforms complex decisions into clear, purposeful paths forward. Just as they serve as trusted partners in planning futures, Digital Reference serves as your trusted guide in connecting with the professionals who make an impact. The most effective place to start is right here, only at Digital Reference.
Subscribe to our newsletter
We'd love to have you follow our journey, learn about to new features and functionality, and get access to talent ecosystem news.
