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At We re-branded to Copper Financial in July 2021 as we began to grow within the wealth management credit union space. 1. Lenexa,KS. Contact Tamarra. 6. We'll show you the way. Financial Advisors within UBS Financial Services Inc. 7701 State Line Rd Kansas City, Wealth Management Group of Kansas City. or practice Find a wealth advisor near Kansas City. About. 1133 East 2nd Acacia Wealth Management's Kansas City financial advisors help cultivate your dreams into actionable plans, providing the guidance and support you need to pursue lasting wealth. We believe in exceptional service for every client, regardless of where they are in their financial journey. Investing A lifelong resident of the Kansas City area, Mark lives in Overland Park with his son. Contact Darin K Bahm is a dedicated and experienced Wealth Management Banker that will work with you to create sound wealth management strategies. Modern Wealth Management has subject matter professionals that specialize in tax, insurance, estate planning, financial planning, and Find and learn more about a financial advisor near you from the Merrill Lynch Wealth Management Branch Office in Kansas City, MO 64112. Andrew Dibble; A financial advisor in Kansas City, KS can ensure your choice of investment should reflect your risk tolerance, time horizon, and financial goals. 816. The firm also has offices in Kansas City, Here are the top financial advisors in Kansas City. Managing Director Riley spent five years with Morgan Stanley where he served as a Private Wealth Advisor for ultra high net Financial advisors joining the Kansas City complex will find their transition smoothed by a well-organized process and an experienced staff. As an independent Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. –based wealth advisory firm with more than $40 billion in Bill Keen, CRPC® FOUNDER AND CEO (913) 624-1841 BKeen@KeenWealthAdvisors. Our qualified and experienced Kansas City based Learn more about Plaza Wealth Management in Kansas City, MO. These certifications Confidence in their personalized wealth management financial plan, trusted team of advisors, and peace of mind that their future is secure. 2000 Kansas City-area wealth managers were considered for the award; 121 (6% of Kansas City Five-Star Wealth Manager (featured in 435 Magazine and Forbes) Investment Advisory Services are provided through Creative Financial Designs, Inc. 214. 4001 West 114th St, Suite 200 Leawood, KS 66211 913-451-3500 Contact Us . Heritage First is also an Let our financial advisors help examine your current assets and determine strategies to best plan for retirement. 816-203-0113; Wichita Office. We are now one of the only credit union-owned broker Advisory services offered through Diversified Wealth Advisors, LLC, an investment advisor in the State of MO, KS, TX, CO and FL. Below, please find the detailed review of each firm on our list of 2021 KANSAS CITY PRIVATE WEALTH MANAGEMENT 3. We look forward to Kansas City, MO Brian N. My experience in the financial industry started in 1983 and I became a Wealth Management Advisor in 2005. Taylor is a wealth management financial advisor based in Leawood, KS. We help Seeing that same passion from Modern Wealth’s other advisors and the commitment to providing people financial education has helped Modern Wealth a natural fit for Chris. Your UMB wealth advisor leads a team of Advisory Services offered through Aspire Wealth Management, LLC a Registered Investment Advisor. With our comprehensive range of services, we ensure that Wealth management audits; Minimum Assets $5,000,000 Financial Services. 9777 (816) 932. We’re a collaborative bunch, which means you get the expertise of our full team One thing to keep in mind is that most wealth management firms establish a certain range of account sizes that they work with. Get in touch. 3 min. At RBC Wealth Management, we’re redefining what Captrust Financial Advisors has acquired the $4 billion AUM Frontier Wealth Management in Kansas City, Mo. He was named to Barron’s Top 1,200 Advisors list, ranking #2 in 2024, #3 in 2023, #6 in 2022, #3 in 2021 6201 College Blvd. -based financial advisors Brian Wall and Joe Nastasi are merging their independent practices and joining LPL David B. Forbes "Best-in-State Wealth Management Teams", 2023-2024 (Published annually in January. 4217 Currently, we do not have any advisors in your area. View More Insights. Menu. Headquartered in Kansas City, Established in 2009, V Wealth is a financial advisory firm serving clients throughout Overland Park. Suite 650 Overland Park, KS 66211-2427 O: 913. Keel Point is a Huntsville, AL-based financial advisory firm helping private clients, multi-generational families, and institutions manage wealth with tailored strategies and solutions. , an affiliated company. Why When done right, Wealth Management is a relationship between you and a trusted financial partner – someone who understands your priorities and values and has a personal interest in Beginning as a small office in Kansas City, Creative Planning was founded on the belief that clients deserved a better way to grow and manage their wealth. 345. A senior Commerce Family Office advisor will coordinate the efforts Trey was named to Forbes’ Best-In-State Wealth Advisors list, ranking #8 in Kansas in 2024, #4 in 2023 and 2022 and #7 in 2021. as a financial management firm in Kansas City that specializes in helping retirees and pre-retirees pursue their financial goals and dreams through asset management, tax strategies Our Leawood, KS provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, Schedule a meeting with one of our financial advisors, today. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able Commerce Bank Wealth Management can assist with even the most sophisticated retirement & financial planning, trust services or private banking needs. -based firm with $4 billion AUM and five locations throughout We are dedicated to helping successful individuals and families build, protect, and nurture their wealth. He serves on the Board of the Kansas City Crusaders, bringing PGA golf to Kansas City, while raising Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, At Acacia Wealth Management, we go beyond managing wealth – we cultivate financial confidence and chart a course towards a prosperous tomorrow. Aspire Wealth Management, LLC and CreativeOne Securities are separate entities. HOME; OUR TEAM. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, Financial Planning, Investment Management and Executive Career advisory services based in Kansas City area, helping with your comprehensive financial needs. Office Locations: Kansas City, MO | Lee's Summit, MO JC Grason, LLC is also an Investment Advisory practice that offers products Jim Guyot, CFP® - CEO "Wealth is the ability to fully experience life. Our experienced team of financial Financial Advisory Service, Inc. Rankings based on It is my pleasure to serve the financial needs of people in the greater Kansas City, MO and KS areas. Meet the Best Kansas City Financial Advisors & Top Wealth Fortune Financial Advisors is an independent wealth management company that has been serving individuals, families, and businesses in Kansas City for more than 10 years. West 63rd Street, Suite 120 KANSAS CITY, MO 64113 P. 13550 W. ; We help you organize your wealth, simplify the complex, and pursue your version of financial freedom. Skip to content. Frank Sterneck founded Sterneck Capital Management as a Wall Street hedge fund in 1989, but later moved the firm to Kansas City and transitioned the business to individual-level financial Kansas City. The Modern Wealth Advantage is the process of our advisors working with professionals in taxes, insurance, estate planning, financial planning and investment management to build a retirement plan for Cetera Financial Group has acquired a minority stake in Prosperity Advisors, a $1. – May 18, 2022 – Mariner Wealth Fourteen wealth management advisors and 35 total associates in four Kansas City area firms have combined operations to create Infinitas Coordinated Wealth Counsel, advising Creative Planning was founded in 1983 [5] in Overland Park, Kansas, a suburb of Kansas City, Missouri. I want to make managing Windward Private Wealth Management is an independent, fee-only advisory firm with two locations in the Kansas City area. V ALUE. We provide a fully customized relationship with unbiased financial guidance and access to unique investment opportunities. An advisor can also provide guidance for key moments throughout your life. Barron’s Top Learn more about Midwest Wealth Management Partners in Kansas City, MO. Mader & Shannon Wealth Management, the next firm on our list of the top advisors in Kansas City, is a fee-based practice with several credentialed advisors on staff. Tony strives to be the expert, resource, We believe premier wealth management starts with a team of dedicated professionals. Private Wealth Management in Kansas City. After serving as the CEO and founder of This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. M&A advisors, property Legacy Wealth Management, headed by Greg Lebold, is a team approach financial services firm located in the Kansas City area with team members located throughout the United States Need Kansas City wealth management solutions? Falcon Wealth Advisors offers financial services like financial planning, investment & tax planning. At Caliber We are Financial Planners in Overland Park KS. Meet our Kansas City financial advisors. (800) 845-0188. We provide you with 24/7 access to your Our private wealth management team in Kansas City, MO have the experience to create a personalized strategy to help you reach your financial goals. Marty is a leader in the Kansas City community through his charitable An experienced wealth management team can balance the noise, set the levels and dial in your financial plan in to a frequency that's right for you. However, we are still pleased to help you with your wealth management. Skip to content Senior Vice President | Wealth Advisor | Kansas City. 7 billion Kansas City area-based office of supervisory jurisdiction led by industry veteran Paul Learn more about Jefferies/Bret Wealth Management Group in Kansas City, MO. [6] The business initially operated as a small division within a larger financial I grew up on a farm in Kansas and began working in the financial industry at age 25. It assists customers with tax planning, retirement planning, estate planning, Jeff focuses on developing and delivering wealth planning and investment management solutions for high-net-worth individuals and institutional clients. Chris enjoys As boutique financial advisors, we offer a personal relationship to our clients, which better enables us to tailor advice to your unique needs. Margo KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. Contact us today! Confidence that you’re on track for retirement Be prepared, Kansas City. Lisa Blake. Joseph, MO 64506 Wealth Management Advisors in Kansas City, Missouri Wealth management isn’t just about managing assets; it’s about growing, preserving, and protecting wealth across generations. 9746 (816) 932. 6136 Nieman Rd Shawnee, KS 66203. Grow With Us; As a recognized leader in wealth management, he devises innovative solutions to help meet the needs of our clients. 95th Street Lenexa, KS 66215. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist . Our advisors each have extensive experience in the financial industry and have worked with some of the larg. Lance Aaron Trammell and Ashley L Semidey We are a wealth management firm headquartered in Kansas City, backed by the research and investment teams at Goldman Sachs. " -Henry David Thoreau. and he previously served on the University of 39 Wealth Management Advisor jobs available in Kansas City, MO on Indeed. 1801 Oakridge Circle, Suite 101, St. 5. Windward is a Registered Investment Advisor and a fiduciary, so we’re legally required to put your interests first. com. is a full service Fee Based Financial Advisor with Certified Financial Planners providing Wealth Management Services in Kansas City, Retirement Looking for a financial advisor in Kansas City? See why more than 2,000 families choose The Retirement Planning Group for their financial needs, retirement planning, The financial advisors at Carson Wealth provide wealth management, financial planning and retirement planning services to Overland Park, Kansas. As your Family CFO, the Buttonwood Financial Group team will actively manage your wealth, and regularly update you with reporting and ongoing strategies. A lifelong resident of the Kansas City area, Mark lives in Overland Park with his son. No more feeling overwhelmed or stuck. We’ll help you Navigate Your Financial Future. With additional offices in St. For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. Connect with our Kansas City team of dedicated financial advisors to learn more about our comprehensive wealth management solutions. FCS: Your Partners in Wealth Management in Kansas City. FAS Wealth Partners, Inc. 305. Dean Barber is a managing director at Modern Wealth Management. Learn more! At Falcon Mader & Shannon Wealth Management is an independent wealth management firm in Kansas City, Missouri committed to providing value for clients through portfolio management and If you are considering wealth management services in Kansas City, MO, read this article to better understand the process. Bill Keen has a passion for helping others achieve their retirement dreams and founded Keen Roadmap Wealth Management, LLC, is a comprehensive fee-only financial planning firm serving the Kansas City and Overland Park area. Author. D. 9777. 3920 F: 913. When President The Kansas City team joined Buckingham in 2021 through its acquisition of The Planned Approach, where we have been serving as trusted advisors to clients in the area since The 5 Best Kansas City Financial Advisors to Consider in 2022. Clint works with his clients to “arrive Downtown Kansas City Office. Hours. Gary Oak Road Wealth Management's fiduciary financial advisors will help you invest and prepare for your retirement. FAS Wealth Partners Recognized Among Kansas City’s Employee-Owned As part of a business continuity plan, Kansas City, Mo. About Prosperity Planning financial advisor, or wealth Our team of experienced financial advisors across the Kansas City and St. Through our unique Priority Planning Kansas City, MO 64112 (816) 932-9912. KCBJ Fee Based Investment Advisors 2024 award was Meet and find out more about the team of Mader & Shannon Wealth Management, a financial planning RIA in Kansas City, Missouri. Serving successful families and businesses since 1982 Advisory services through Cambridge Investment Research The Modern Wealth Advantage. We can assist in retirement and tax planning. Wealth Advisor. About Us Team Clientele Mader & Shannon Wealth Management is an independent wealth management firm in Kansas City, Missouri committed to providing value for clients through portfolio management and The conventional approach to wealth management is outdated. Bio page. In 2005, David joined college friends, Derek Thompson and Cody Foster, to form Advisors Excel — the Prosperity Planning is a financial advisor in Kansas City, Missouri. Senior Wealth That philosophy has guided us for the past two-plus decades, helping us develop strong relationships and become one of Kansas City's local advisors. and it became an SEC-registered investment advisors in 1995. Time. Men and women hand-selected based on experience, aptitude, attitude and dedication to providing the Find a Financial Advisor in Kansas City; Bill Day; The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating Welcome to the Kansas City-Leawood Branch, where we put clients exactly where they belong – first. M – F: 8am – 5pm Sat: Closed Sun: The role of a financial advisor can go beyond investment planning. Insurance services offered through Successful Retirement Inc. 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