BUILDING WEALTH FOR THE ROAD AHEAD
Whether you are a plan sponsor looking for a company to partner with or an individual who would like to take their wealth into their own hands, we will lead you on the right path towards your goals.
We are an independent financial management and fiduciary firm in the Kansas City area that provides individual and employer-sponsored retirement plans.
Our Approach
Personal Service
We believe in limiting the number of client relationships served by each advisor. This ensures that each of our clients in the Kansas City area receives financial management services that are personalized to their needs. This way, our advisors can provide you with the maximum time and attention possible.
Fiduciary Standard
We choose to hold ourselves to a higher standard than most financial advisors – the Fiduciary Standard. We don’t earn any commissions or kickbacks based on the sale of any particular investment product. This means that our Kansas City based financial management advisors only recommend investment products that are truly in our clients’ best interests.
Cost Conscious
Our fiduciary firm in the Kansas City area averages an internal portfolio cost of 0.17% — the national average is more than 1%.