Find wealth managers in Kansas City

Advanced Financial Solutions is an independent financial planning firm headquartered on the Country Club Plaza in Kansas City, Missouri. Country Club Plaza in Kansas City, MO With a focus on education and each client's goals and comfort levels, we strive to help our clients make financial decisions and choices that best serve their interest, their needs

When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life's hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only

Experienced and independent advisors working primarily with accredited engineers, executives, and entrepreneurs. We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of the client's entire financial condition, including

Investing is personal. To treat it as a mere business transaction would not be acting in your best interest. That's why at Parkway Wealth Advisors, we take the time to meet with you one-on-one to understand your goals. And together, we'll develop a tailored investment strategy so you feel confident and secure in your future. You have hopes and dreams

The firm's Managing Directors are responsible for managing client relationships and serve on the firm's Investment Committee. Managing Directors interface with the firm's support teams noted below in order to provide clients with sophisticated wealth management solutions to various investment, financial planning, administrative, reporting, and accounting

Mader & Shannon Wealth Management's independence means we are free to focus solely on the needs and objectives of our clients. We are committed to providing value to our clients and have structured our entire organization around this concept. We define value in portfolio management as achieving yield and growth objectives with as little risk as possible