Wealth Advisor
Neil Connolly, CFP®
Financial Planning & Wealth Advisor · Overland Park, KS
"Markets and tax law change. Great planning anticipates change instead of reacting to it."
Neil Connolly, CFP®, is an Overland Park financial planner with Rigden Capital Strategies. He brings 25+ years of experience to fee-only financial planning, tax, retirement, and investment strategy for families and business owners across Johnson County and Kansas City.
About
Born and raised in Colorado, Neil believes meaningful financial guidance starts with understanding people — their stories, values, and vision for the future. He began his career with Charles Schwab in 1999, became Branch Manager of the Denver Tech Center TD Ameritrade branch in 2017, and after the Schwab–TD Ameritrade merger led the Kansas City and Wichita branches beginning in 2022.
Today, as a Wealth Advisor at Rigden Capital Strategies, Neil has returned to his passion: personalized financial planning that helps clients bring their aspirations to life. He and his family call Overland Park, Kansas home and enjoy skiing, water sports, and travel.
Services in Overland Park
- Financial Planning & Cash Flow
- Advanced Tax Planning
- Investment Management & Dynamic Portfolio Strategies
- Retirement Income Strategies
- Real Estate Planning
- Estate & Insurance Planning (fee-only, no commissions)
- Small Business Planning
Areas Served
Overland Park · Leawood · Olathe · Prairie Village · Mission Hills · Greater Kansas City
Certifications
- CERTIFIED FINANCIAL PLANNER™ certification — Certified Financial Planner Board of Standards, Inc.
Common Questions
What services does Neil Connolly, CFP®, offer in Overland Park?
Neil provides fee-only financial planning, advanced tax planning, retirement strategies, investment management, real estate and estate planning, cash flow management, and small business planning for clients in Overland Park and Johnson County, KS.
Why does proactive tax planning matter?
Tax laws and markets change. Coordinating tax strategy with investment and retirement decisions can help structure assets efficiently and manage taxes over time, rather than reacting after taxes are owed. Results are not guaranteed.
Is Neil Connolly a fiduciary?
Yes. As an investment adviser representative of Rigden Capital Strategies, Neil acts as a fiduciary when providing investment advice and is compensated on a fee-only basis — no commissions.
