Kansas City financial advisors

How would it feel to know that you can have the life you want?

You can! We can help. You are the hero of your story.

Our Kansas City based fiduciary financial advisors and wealth management consultants are here to guide you along the way!

Request a visit

Get on the path to a more comprehensive, personalized approach to your wealth.

Get on the path to a more comprehensive, personalized approach to your wealth.

How would it feel to know that you can have the life you want?

You can! We can help.
You are the hero of your story. We are fiduciary advisors who are here to guide you along the way

Request a visit.

Be Prepared

Be Confident

Be Free

What are you experiencing?

●  Not knowing if you are prepared for retirement

  Not knowing how to become prepared for retirement 

  Worry or fear of investment and financial decisions

  Time and stress of managing investments on your own 

retirement planning

Investor Behavior Coaching

We help you establish good habits to keep you on track for your goals

Financial Planning

We help you quantify your life goals and develop a plan to achieve them

Investment Management

We help you manage your investments to support your plan and goals

We understand that finances can be overwhelming.

Your savings represents your blood, sweat and tears. It’s natural to have an emotional reaction when markets are volatile.
Separating emotion from investing is really hard. Based in the Kansas City area, our fiduciary financial advisors and wealth management experts are dedicated to being an objective partner to help you stay on track.

wealth management

Pricing

We have no hidden fees or commissions. Our compensation is transparent and based on the investments under our care. This helps keep our interests aligned with yours.

Our annual fee structure:
First $1 million 1%
Next $1 million 0.5%
Over $2 million 0.25%

*We work with accounts under $250,000 when clients are making monthly contributions.

So many people don’t have a plan to become financially free and don’t know what to do about it. Our Kansas City based fiduciary financial advisors understand how emotional and overwhelming it can be to plan for your future.

That’s why we’re here; to help you gain confidence in your road ahead.

1

Schedule a Free Consultation

Request a visit
Call, email or schedule online for a complimentary consultation with one of our fiduciary advisors.

2

Explore Your Options

Build a plan
We will work with you to develop a plan that is designed to achieve your goals.

3

Experience Peace of Mind

Gain confidence in your future
Know with confidence that you can have the life you want.

We offer unbiased advice and complete transparency.
Can your current advisor say the same thing?

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