Looking for a Financial Advisor Near You?
Wherever you’re located, our advisors are just a click away
WE SERVE CLIENTS NATIONWIDE
Find one of our office locations near you
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.
Honolulu
Oahu, Maui, Kauai, Hawaii, Lanai, Molokai, and surrounding communities across the Hawaiian Islands.
Kansas City
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
Paramus, Ridgewood, Hackensack, Fort Lee, and nearby areas across New York, New Jersey, Connecticut, and Pennsylvania.
San Ramon
San Ramon, Danville, Dublin, Pleasanton, Livermore, Walnut Creek, Alamo, Castro Valley.
Seattle
Seattle, Madison Park, Mercer Island, Bellevue, Kirkland, Redmond, Issaquah, Renton, Laurelhurst, Montlake, Madrona, Phinney Ridge, Windermere.
Southern Tier of New York
Binghamton, Corning, Elmira, Hornell, Olean, Salamanca, Dunkirk, Jamestown, plus nearby communities across New York’s Southern Tier.
St. Louis
St. Louis Metro, Chesterfield, Ladue, Clayton, Kirkwood, Wildwood, Ballwin, Creve Coeur, St. Charles, Edwardsville, O’Fallon, Troy.
West Michigan
Muskegon, Grand Haven, Holland, Grand Rapids, Norton Shores, Spring Lake, Fruitport.
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.