Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Overland Park – the first location to open before expanding nationwide – is here for you, serving the areas of Overland Park, Leawood and Olathe. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

We are global career experts. Established in 1980, we have over 35 years of experience in career management and talent strategy.

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.