• Financial Planning
  • Financial Planning & Consulting
  • Financial Services
1420 NW Vivion Rd. Ste 109
Kansas City, MO 64118
(816) 820-4756
  • About

    Financial planning and investment management firm proudly serving Kansas City - focused on helping our clients' meet their financial, investment, and life goals.

    We provide fee-based, holistic financial planning from wealth accumulators to retirees. We work tirelessly to uphold the fiduciary standard with transparent, conflict-free advice that is in the best interest of our clients.