Carolina Wealth Advisors

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 planning for businesses. It holds a rating of 4.50 based on one review.

The firm's specialties include wealth preservation strategies, asset management, wealth accumulation, income tax planning, insurance planning, estate planning, generational transfer planning, and charitable planning. Its stated approach emphasizes educating clients about financial concepts so they can make informed decisions, and it highlights the development of strong, trusting relationships as central to its process. The team described on the site consists of Dr. Christopher St. John, M. Radcliff Lowery, Christy Horlacher, Kim Farrenkopf, and Hope Licursi. Dr. St. John began his career in financial services in 1999, earned his Bachelor's degree in Accounting and Finance along with his MBA from Coastal Carolina University, and holds a Master of Science in Financial Services and a Doctor of Philosophy in Financial and Retirement Planning from The American College. His professional credentials include CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Certified Divorce Financial Analyst, Chartered Advisor for Senior Living, Chartered Life Underwriter, Certified Fraud Examiner, Accredited Estate Planner, Chartered Advisor of Philanthropy, Retirement Income Certified Professional, Accredited Behavioral Finance Professional, Chartered Retirement Plans Specialist, Accredited Portfolio Management Advisor, Certified Social Security and Medicare Specialist, Certified Tax Specialist, Certified Divorce Financial Specialist, and Enrolled Agent.

The office sits on London Street, about a tenth of a mile from Robert M. Grissom Parkway and roughly a third of a mile from Highway 17, with the Overland Park Fire Department Station 6 also within a third of a mile.

The firm's positive rating reflects the experience its customers have found there. Carolina Wealth Advisors serves Overland Park with a credentialed team and a broad range of financial planning specialties designed to address both personal and business goals.