About us

Our financial advisors in Leawood go beyond traditional financial planning to deliver a truly comprehensive wealth management experience. What sets us apart?

- Fiduciary, Fee-Only Approach – We always act in your best interest, with no hidden commissions or conflicts of interest.

- Integrated Financial Services – From investment management and estate planning to tax strategies and trust services, we provide holistic solutions under one roof.

- Personalized, Goal-Based Planning – Your financial journey is unique, and so is our approach. We craft tailored plans to help you achieve your life goals, not just financial benchmarks.

- A National Firm with a Local Touch – While backed by a national team of experts, our Leawood advisors provide a personalized, boutique experience with deep knowledge of the Kansas City community.

Let’s build your financial future—your life’s work deserves a comprehensive plan.

Schedule a consultation today!

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