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Best Financial Planners in Overland Park, Kansas

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13Financial Planners scored in Overland Park
58Average BizScore
72Top BizScore
23%AI Visibility 50 or higher
74Average SEO score
4.6Average Google rating (12 rated)

Top Financial Planners in Overland Park

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Showing 1-13 of 13 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
AI Ready-
SEO85
Freshness-
  • 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...

Category rank by BizScore: #1 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#2MOKAN Wealth Management of Overland Park

5.0 Google rating · 77 reviews

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MOKAN Wealth Management of Overland Park website

Score breakdown

AI Visibility50
AI Ready78
SEO85
Freshness100
  • Financial Planner
  • Overland Park, Kansas
  • (913) 257-3991
  • mokanwealth.com

MOKAN Wealth Management of Overland Park: MOKAN Wealth Management is a Financial Planner in Overland Park, KS. They provide fee-only fiduciary services, focusing on helping clients manage their 401(k) and IRA portfolios to minimize taxes and maximize returns. Their expertise lies in safeguarding...

Category rank by BizScore: #11 of 18 Financial Planner listings in Overland ParkScores updated Oct 24, 2026

#3Proper 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
AI Ready44
SEO74
Freshness100
  • 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...

Category rank by BizScore: #2 of 18 Financial Planner listings in Overland ParkScores updated Oct 23, 2026

#4TurboTax - Central Woods, Overland Park

3.7 Google rating

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TurboTax - Central Woods, Overland Park website

Score breakdown

AI Visibility45
AI Ready70
SEO83
Freshness100
  • 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...

Category rank by BizScore: #4 of 18 Financial Planner listings in Overland ParkScores updated Oct 24, 2026

#5Searcy Financial Services, Inc.

5.0 Google rating · 3 reviews

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Searcy Financial Services, Inc. website

Score breakdown

AI Visibility44
AI Ready60
SEO84
Freshness100
  • 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...

Category rank by BizScore: #8 of 18 Financial Planner listings in Overland ParkScores updated Oct 28, 2026

#6BMG Advisors | Overland Park

5.0 Google rating · 9 reviews

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BMG Advisors | Overland Park website

Score breakdown

AI Visibility38
AI Ready-
SEO88
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (816) 792-5072
  • bancobmg.com.br
Category rank by BizScore: #7 of 18 Financial Planner listings in Overland ParkScores updated Sep 23, 2026
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Fortune Financial Advisors website

Score breakdown

AI Visibility37
AI Ready-
SEO83
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (913) 393-0038
  • fortune.com
Category rank by BizScore: #9 of 18 Financial Planner listings in Overland ParkScores updated Sep 23, 2026

#8Fidelity Investments of Overland Park

2.6 Google rating

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F

Score breakdown

AI Visibility41
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (800) 633-8703
  • fidelity.com
Category rank by BizScore: #10 of 18 Financial Planner listings in Overland ParkScores updated Sep 18, 2026

#9BSG Advisers - Overland Park

5.0 Google rating

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BSG Advisers - Overland Park website

Score breakdown

AI Visibility39
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (816) 944-3844
  • forum.escapefromtarkov.com
Category rank by BizScore: #12 of 18 Financial Planner listings in Overland ParkScores updated Sep 20, 2026

#10Stonebridge Financial Group, LLC of Overland Park

5.0 Google rating · 1 review

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Stonebridge Financial Group, LLC of Overland Park website

Score breakdown

AI Visibility36
AI Ready-
SEO62
Freshness-
  • 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...

Category rank by BizScore: #13 of 18 Financial Planner listings in Overland ParkScores updated Jun 7, 2026

#11Creative Planning of Overland Park

4.8 Google rating

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Creative Planning of Overland Park website

Score breakdown

AI Visibility34
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (913) 338-2727
  • us.creative.com
Category rank by BizScore: #14 of 18 Financial Planner listings in Overland ParkScores updated Sep 19, 2026

#12Carolina Wealth Advisors of Overland Park

4.5 Google rating · 1 review

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Carolina Wealth Advisors of Overland Park website

Score breakdown

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

Carolina Wealth Advisors of Overland Park: Carolina Wealth Advisors is a financial planner in Overland Park, KS. The firm provides a comprehensive planning approach for individuals and businesses, including investment planning, portfolio management, income strategies, estate and tax planning, and...

Category rank by BizScore: #15 of 18 Financial Planner listings in Overland ParkScores updated Sep 19, 2026

#13Insight Financial Services

5.0 Google rating

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Insight Financial Services website

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Overland Park, Kansas
  • (913) 402-2020
  • insightfinancialservices.com
Category rank by BizScore: #16 of 18 Financial Planner listings in Overland ParkScores updated Oct 28, 2026
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What the Data Shows for Financial Planners in Overland Park

23% of the 13 financial planners we measured in Overland Park reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 42, compared with an average SEO score of 74.

The average Google rating across 12 rated financial planners is 4.6, and the median listing has 6 reviews.

None of the 13 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 13 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. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. 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 ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

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

13 financial planners in Overland Park currently meet the profile-quality bar for this page, with an average BizScore of 58 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. 23% 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.