About
We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning. We are also a Registered Investment Adviser, meaning we follow a fiduciary standard. Our fee-only structure, where we are compensated by a percentage of the assets we manage, enables us to provide advice that is free of bias. Our legacy as a CPA firm makes us uniquely qualified to sell advice and not products.
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Current Hours
- SUN CLOSED
- MON 08:30AM - 05:00PM
- TUE 08:30AM - 05:00PM
- WED 08:30AM - 05:00PM
- THU 08:30AM - 05:00PM
- FRI 08:30AM - 03:00PM
- SAT CLOSED
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Detailed Information
- Location TypeBranch
- Opening Date1999
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9