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Kansas City Area

We proudly serve clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.

Kansas City office

11460 Tomahawk Creek Parkway, Suite 400
Leawood, KS 66211
Phone: 913-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Kansas City-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Kansas City Area

Financial advisors serving the Kansas City area

Whether you’re in the heart of the city or in a nearby community, our team is committed to supporting your financial well-being. Our Kansas City office offers flexible meeting options to accommodate your needs, including in-person consultations, virtual meetings via Zoom, or a location that’s most convenient for you. We’re here to support clients across Kansas City’s thriving business hubs, historic neighborhoods, and growing suburban areas. By taking the time to understand your unique circumstances, we craft financial strategies tailored to help you confidently pursue your goals and build a secure financial future.

Start with a simple conversation.
Share a few details below and a team member will reach out with clear answers and next steps.