Looking for a Financial Advisor Near You?
We serve clients nationwide.
Wherever you’re located, our advisors are just a click away.
Through the use of video conferencing, customized web portals, text messaging and online seminars, we are able to communicate effectively and clearly with any one of our clients at any time. At the click of a button, we can digitally network you into our office and make presentations in real-time – as well as meet face-to-face.
Our Locations
Colorado Springs
Colorado Springs, Manitou Springs, Pueblo, Woodland Park, Fountain, Monument, Victor, Calhan, Florence
Denver
Englewood, Littleton, Lakewood, Greenwood Village, Glendale, Arvada, Washington Park, University Park, Cherry Creek, Highlands Ranch
Florida
Fort Myers, Bonita Springs, Naples, Estero, Cape Coral, Marco Island, Sanibel Island, Punta Gorda, Port Charlotte, Everglades City, Arcadia.
Colorado Springs
Serving: Colorado Springs Area
Colorado Springs, Manitou Springs, Pueblo, Woodland Park, Fountain, Monument, Victor, Calhan, Florence
Denver
Serving: Denver Metro
Englewood, Littleton, Lakewood, Greenwood Village, Glendale, Arvada, Washington Park, University Park, Cherry Creek, Highlands Ranch
Florida
Serving: Southwest Florida
Fort Myers, Bonita Springs, Naples, Estero, Cape Coral, Marco Island, Sanibel Island, Punta Gorda, Port Charlotte, Everglades City, Arcadia.
Honolulu
Serving: All Hawaii Residents
Oahu, Maui, Kauai, Hawaii, Lanai, Molokai, and surrounding communities across the Hawaiian Islands.
Kansas City
Serving: All KC Metro Residents
Overland Park, Leawood, Shawnee, Prairie Village, and Olathe in KS. Kansas City, Parkville, Gladstone, Blue Springs, Lee’s Summit, and Liberty in MO.
New York-Tri-State Area
Serving: New York-Tri-State Area
Paramus, Ridgewood, Hackensack, Fort Lee, and nearby areas across New York, New Jersey, Connecticut, and Pennsylvania.
San Ramon
Serving: San Ramon and the East Bay Area
San Ramon, Danville, Dublin, Pleasanton, Livermore, Walnut Creek, Alamo, Castro Valley.
Seattle
Serving: Seattle Area
Seattle, Madison Park, Mercer Island, Bellevue, Kirkland, Redmond, Issaquah, Renton, Laurelhurst, Montlake, Madrona, Phinney Ridge, Windermere.
Southern Tier of New York
Serving: Binghamton and the Southern Tier of New York
Binghamton, Corning, Elmira, Hornell, Olean, Salamanca, Dunkirk, Jamestown, plus nearby communities across New York’s Southern Tier.
St. Louis
Serving: Missouri & Illinois
St. Louis Metro, Chesterfield, Ladue, Clayton, Kirkwood, Wildwood, Ballwin, Creve Coeur, St. Charles, Edwardsville, O’Fallon, Troy.
What are the next steps?
Wherever you’re located, our advisors are just a click away.
Step 1: Connect With Us
Fill out the form below or give us a call at (913) 498-8898. We’ll schedule a quick 10-minute conversation to learn more about your needs.
Step 2: Build a Real Relationship
We’ll connect in the way that works best for you. Whether that’s face-to-face, over video, or on the phone. It’s all about making it personal.