Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management.
Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP(R) professionals, our team brings a wealth of diverse experience to our firm and our clients.
Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP(R) professionals, our team brings a wealth of diverse experience to our firm and our clients.
Services
We work with clients at every stage of their life from early career to growing their family, thinking about retirement and enjoying financial independence. While our office is located in Kansas City, MO., we work with clients all across the country. We are a fee-only firm, meaning our compensation comes entirely from you, our client.
We understand the importance of discovering if we're the right fit for your unique needs. There's no pressure, and never any hard feelings if you decide to move forward in a different direction. We're a fee-only firm. Fees start at 1% of assets and tier down as your assets grow. We have a fiduciary duty to act in your best interest, meaning we'll never try to sell you on a product or push you towards a strategy for our own financial gain.
Gary and Karen have two children, Chris and Casey, ages 25 and 22. Both Chris and Casey have graduated from college and are approaching financial independence. Gary wants to retire in the next five years, and he and Karen want to know what their finances will look like in retirement. They have been fortunate in their life and careers, and now want to know how to translate that success into a comfortable and rewarding post-work lifestyle.
Before retiring, Larry was a successful Real Estate Attorney and Partner at a top tier regional law firm. Barbara had a successful career in marketing but retired early to stay home and be a "full-time" mom. Larry retired 3 years ago. Their kids are now full-grown, supporting themselves and starting families of their own.
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