Financial Advisor in Lees Summit
 
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Financial Advisors in Lees Summit, Missouri

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Lees Summit area.

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Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Dylan Wilkinson

Director, Financial Planning

CRPC®

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Jeffrey Cram

Director, Financial Planning

CFS®

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John Killoy

Director, Financial Planning

CRPC®

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Kelli Smith

Director, Financial Planning

CFP®, CRPC®

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Kelly Van Deusen

Director, Financial Planning

CMFC®

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Paul Staniszewski

Director, Financial Planning

CFP®

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More Locations

Overland Park

Liberty

Shawnee

Address

1317 NE Douglas Street

Lees Summit, MO 64086

Phone Number

(855) 223-0200

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