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Best Financial Planners in Overland Park, Kansas

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Rankings use the published BizScore formulas. How we score

7Financial Planners scored in Overland Park
60Average BizScore
72Top BizScore
29%AI Visibility 50 or higher
74Average SEO score
4.7Average Google rating (7 rated)

Top Financial Planners in Overland Park

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Showing 1-7 of 7 Financial Planners listings in Overland Park, KS · page 1 of 1

#1Tall Oaks Advisors of Overland Park

5.0 Google rating · 11 reviews

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Tall Oaks Advisors of Overland Park website

Score breakdown

AI Visibility62
SEO85
  • Financial Planner
  • Overland Park, Kansas
  • (913) 735-4246
  • talloaksadvisors.com

Tall Oaks Advisors of Overland Park is a Financial Planner in Overland Park, KS. The firm offers disciplined, long‑term financial guidance tailored to business owners, executives, and high‑net‑worth individuals. Services include fiduciary advice, portfolio...

Ranked #1 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#2Proper Planning & Wealth Management of Overland Park

5.0 Google rating

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Proper Planning & Wealth Management of Overland Park website

Score breakdown

AI Visibility54
SEO79
  • Financial Planner
  • Overland Park, Kansas
  • (913) 732-7777
  • properplanning.com

Proper Planning & Wealth Management of Overland Park: Proper Planning & Wealth Management is a financial planner in Overland Park, KS. The firm provides fiduciary financial planning, tax strategy, and estate planning to families and business owners in the KC metro area and virtually nationwide. Their services...

Ranked #2 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#3TurboTax - Central Woods, Overland Park

3.7 Google rating

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TurboTax - Central Woods, Overland Park website

Score breakdown

AI Visibility47
SEO81
  • Financial Planner
  • Overland Park, Kansas
  • (316) 444-3281
  • turbotax.intuit.com

TurboTax - Central Woods, Overland Park is a financial planning and tax preparation service located at 8101 College Boulevard in Overland Park, Kansas. The business offers in-person and online tax preparation services for individuals and small businesses...

Ranked #4 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#4Keen Wealth Advisors of Overland Park

4.9 Google rating

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Keen Wealth Advisors of Overland Park website

Score breakdown

AI Visibility46
SEO69
  • Financial Planner
  • Overland Park, Kansas
  • (913) 624-1841
  • keenwealthadvisors.com

Keen Wealth Advisors of Overland Park is a Financial Planner in Overland Park, KS. The firm serves the Kansas City area and beyond, offering assistance in retirement and tax planning. As a Registered Investment Advisory firm, Keen Wealth Advisors operates as...

Ranked #6 of 18 Financial Planner listings in Overland ParkScores updated Sep 20, 2026

#5Searcy Financial Services, Inc.

5.0 Google rating · 3 reviews

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Searcy Financial Services, Inc. website

Score breakdown

AI Visibility44
SEO76
  • Financial Planner
  • Overland Park, Kansas
  • (913) 814-3800
  • searcyfinancial.com

Searcy Financial Services, Inc. is a financial planner in Overland Park, KS. The firm provides financial planning for individuals and families, as well as group retirement plans for employers and plan sponsors. They offer specialized services including...

Ranked #8 of 18 Financial Planner listings in Overland ParkScores updated Jul 28, 2026

#6Stonebridge Financial Group, LLC

5.0 Google rating · 1 review

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Stonebridge Financial Group, LLC website

Score breakdown

AI Visibility36
SEO62
  • Financial Planner
  • Overland Park, Kansas
  • (843) 839-3836
  • stonebridgefinancialgroup.com

Stonebridge Financial Group, LLC is a financial planner in Overland Park, Kansas, specializing in retirement plan advisory services for businesses and their employees. The firm focuses on helping clients build and manage effective retirement plans by...

Ranked #13 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#7Carolina Wealth Advisors

4.5 Google rating · 1 review

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Carolina Wealth Advisors website

Score breakdown

AI Visibility27
SEO63
  • Financial Planner
  • Overland Park, Kansas
  • (843) 448-4425
  • carolinawealthadvisors.com

Carolina Wealth Advisors is a financial planner in Overland Park, KS, located at 1110 London St # 204. The firm's website describes itself as a full-service financial firm that works with both individuals and businesses, offering planning for individuals and...

Ranked #15 of 18 Financial Planner listings in Overland ParkScores updated Sep 19, 2026
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BizScoreAI ranks 7 financial planners in Overland Park, Kansas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Overland Park ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Overland Park, Kansas does BizScoreAI track?

7 financial planners in Overland Park currently meet the profile-quality bar for this page, with an average BizScore of 60 and a top score of 72.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 29% of measured financial planners in Overland Park score 50 or higher.

Is being listed free?

Yes. Every financial planner in Overland Park is listed and scored for free, and claiming a listing is free too.