Business Details
8725 ROSEHILL RD STE 119, LENEXA, KS
66215-4611, United States
Certified by OWLFI • Aug 09, 2026
(913) 441-8380
Certified by OWLFI • Aug 09, 2026
https://www.owlfi.com/
Certified by OWLFI • Aug 09, 2026
About
Certified by OWLFI • Aug 09, 2026
Financial PlannerTax ConsultantEstate Planning AttorneyInvestment ServiceTax Preparation ServiceFinancial ConsultantFinancial Planning
OWLFI helps individuals and families in Lenexa, and across the country build confident, tax-efficient retirement plans through truly comprehensive financial advisory services. Our financial advisor, Elliot, collaborates directly with tax professionals and attorneys to provide fully integrated guidance—ensuring every financial decision supports long-term stability, minimizes taxes, and aligns with your personal goals. With fiduciary advice, tax planning, and accounting support all in one place, we make your financial life simpler, clearer, and far less stressful.
Location
Certified by OWLFI • Aug 09, 2026
Hours
Certified by OWLFI • Aug 09, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
5.0
25 reviews
5 stars
25
4 stars0
3 stars0
2 stars0
1 star0
- RWRandall WhiteAug 9, 20265.0OWLFI offers added value to financial counseling. Examples: weekly market trends and analysis; RMD tracking; customer portal. All this from a combat veteran that cares about family and nation.
- DCDavid CowanJun 30, 20265.0I had a great experience working with Elliott at Owlfi and his team. They were honest, knowledgeable, and genuinely cared about understanding my current position and providing intelligent solutions for me. Communication was excellent from start to finish. I highly recommend Elliott at Owlfi to anyone looking for a financial advisor they can trust.
- MTMartin TaggartJun 30, 20265.0Working for your money is what most of us do; we put our heads down and push. Elliot gave me an hour explanation on how my money SHOULD work for me.... with an outside the box solution that makes solid financial sense. Foundational reliable instructive.... Call Elliot
- CDclark deshazerMar 26, 20265.0A great group of hardworking people. I appreciate OWLFI'S wealth of knowledge.
- AMAdam MerrillApr 18, 20225.0Kelly, Michael, and the whole Owlfi team are consummate professionals. They are judgement free and do everything they can to make taxes and financial planning as pain-free as possible. Honestly I couldn't be happier with their services.
Frequently Asked Questions About OWLFI
Do you offer free consultations?
Yes, OWLFI offers free introductory consultations for business owners. We provide confidential guidance to help you explore exit planning and wealth preservation strategies.
Can you work with clients nationwide?
Yes, we can work with clients nationwide through virtual and in-person meetings. We're based in Lenexa but serve business owners across Kansas and Missouri.
Do you specialize in Roth conversions?
Yes, OWLFI specializes in Roth conversion planning. We help clients shift pre-tax savings into Roth accounts for long-term tax-free growth and retirement flexibility.
How do you help maximize after-tax proceeds?
We use tax-efficient strategies during business exits, focusing on maximizing after-tax proceeds. This includes business valuation, legal coordination, and integrated wealth management approaches.
What's the Backseat Ballers Podcast about?
It's a weekly podcast hosted by Elliot Omanson featuring entrepreneurs and financial experts. Topics include business exits, Roth conversions, and wealth-building strategies for smarter investing.
Do you offer oil and gas deductions?
Yes, we help accredited investors leverage energy-sector tax deductions to offset high-income years. This includes education on direct participation programs and associated tax benefits.
Can you coordinate with my existing advisors?
Absolutely. We partner with accountants, lawyers, and insurance agents to deliver comprehensive strategies. Our team collaborates to ensure legally sound and tax-efficient outcomes.
Do you host educational seminars?
Yes, we host live webinars and in-person dinner seminars across the Kansas City metro. Topics include Roth conversions, tax savings, and exit planning strategies.
How long have you been in business?
OWLFI has decades of experience in the financial advisory industry. Our team combines backgrounds in taxation, business ownership, and personal finance with deep Kansas City area roots.
What makes your service quality different?
We provide extremely high service quality through our team of in-house employees and fiduciary-based guidance. Our education-first approach focuses on transparency and long-term relationship building.
Brand Certified Facts from OWLFI
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Certified August 09, 2026Yext Knowledge Graph
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