Fee-Only Investment Advice and Wealth Management
A Kansas City Area Investment advisory firm serving families, professionals, and small businesses.
We act as partners, providing guidance and collaboration while allowing the client to make the final decision. We will help you with:
Take Control Of Your Financial Future
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Why Choose Us?
Fee-Only Structure
We are a Fee-only investment adviser representative (IAR). As an IAR, I operate under the highest level of compliance and regulation for your protection
Conflict-Free Approach
I work solely under the transparent Fee-Only Structure, which means I don't accept commissions to eliminate conflicts of interest.
Industry Experience
Over 25 years of direct experience in the financial industry. This is important because I do not view this as a sales job like 99% of financial services firms.
Personalized Understanding
We've experienced the same challenges: raising a family, paying for college, inconsistent income, saving for retirement, and caring for a parent or loved one with dementia.
Comprehensive Management
Consolidate your assets under one umbrella. We can even manage your 401(k) and 403(b) plans while your current employer holds those accounts.
Independent Firm
Have complete control over your investment choices. We are not influenced by shareholders, investors, partners, or bosses, so we can invest in anything that aligns with your risk profile.
"I am a fiduciary under the Investment Advisers Act of 1940. This means that I am held to a strict standard of fiduciary duty, which has two components: a duty of care and a duty of loyalty.
The duty of care requires me to provide impartial and objective advice that is in my client's best interests based on their specific circumstances and investment objectives.
The duty of loyalty component requires me not to place my interests ahead of my clients and to provide complete and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest."
"I am a fiduciary under the Investment Advisers Act of 1940. This means that I am held to a strict standard of fiduciary duty, which has two components: a duty of care and a duty of loyalty.
The duty of care requires me to provide impartial and objective advice that is in my client's best interests based on their specific circumstances and investment objectives.
The duty of loyalty component requires me not to place my interests ahead of my clients and to provide complete and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest."
